We are live on ! Find out more
EW icon

Edwards Lifesciences

1,185 hedge funds and large institutions have $53B invested in Edwards Lifesciences in 2021 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 425 increasing their positions, 393 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more funds holding in top 10

Funds holding in top 10: 917 (+8)

71% more call options, than puts

Call options by funds: $289M | Put options by funds: $169M

62% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 84

24% more capital invested

Capital invested by funds: $42.6B → $53B (+$10.3B)

4% more funds holding

Funds holding: 1,1431,185 (+42)

8% more repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 393

0.56% more ownership

Funds ownership: 81.97%82.52% (+0.56%)

Holders
1,185
Holders Change
+42
Holders Change %
+3.67%
% of All Funds
20.63%
Holding in Top 10
17
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+88.89%
% of All Funds
0.3%
New
136
Increased
425
Reduced
393
Closed
84
Calls
$289M
Puts
$169M
Net Calls
+$120M
Net Calls Change
+$89.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
576
TD Private Client Wealth
New York
$1.36M +$29.4K +312 +2%
ECM
577
Everence Capital Management
Indiana
$1.35M
BPCE
578
Bank Pictet & Cie (Europe)
Germany
$1.34M +$100K +1,061 +9%
DCM
579
Davidson Capital Management
Texas
$1.34M -$39.1K -415 -3%
Acadian Asset Management
580
Acadian Asset Management
Massachusetts
$1.34M -$76.6K -813 -6%
WAM
581
World Asset Management
Michigan
$1.32M -$45.8K -486 -4%
FHB
582
First Hawaiian Bank
Hawaii
$1.32M -$110K -1,162 -8%
VAS
583
Vestmark Advisory Solutions
Massachusetts
$1.32M +$39.9K +423 +3%
AP
584
AtonRa Partners
Switzerland
$1.31M -$78.2K -830 -6%
PA
585
Profund Advisors
Maryland
$1.3M +$5.84K +62 +0.5%
LNWWM
586
Laird Norton Wetherby Wealth Management
California
$1.27M +$58.5K +621 +5%
IFG
587
Independent Financial Group
California
$1.26M +$1.15M +12,207 New
FAN
588
Financial Advisors Network
California
$1.26M -$28.5K -302 -2%
PFWA
589
Paces Ferry Wealth Advisors
Georgia
$1.25M -$189 -2 -0%
MOS
590
MGO One Seven
Ohio
$1.25M +$657K +6,972 +136%
AO
591
Advisor OS
Illinois
$1.25M +$226K +2,393 +25%
IWC
592
Integrated Wealth Concepts
Massachusetts
$1.24M +$59.8K +634 +6%
FIM
593
Freedom Investment Management
Connecticut
$1.24M -$14.4K -153 -1%
IWA
594
Inspirion Wealth Advisors
Illinois
$1.22M
CA
595
Capitolis Advisors
New York
$1.21M -$2.31M -24,526 -68%
AIM
596
Aspen Investment Management
Michigan
$1.21M +$1.89K +20 +0.2%
1SB
597
1ST Source Bank
Indiana
$1.21M
PIFP
598
Partners in Financial Planning
Virginia
$1.2M +$1.09M +11,584 New
Luther King Capital Management (LKCM)
599
Luther King Capital Management (LKCM)
Texas
$1.2M -$4.9K -52 -0.4%
FTDI
600
First Trust Direct Indexing
Massachusetts
$1.2M +$266K +2,825 +32%

EW Hedge Fund Activity: Q2 2021 in Review

1,185 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2021, worth a combined $53B — up 24% from $42.6B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new EW positions and 84 closed out — a net gain of 52 holders — while 425 added to existing stakes and 393 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $222M. The largest seller was BlackRock, cutting an estimated $403M.

  • 1,185 institutional investors held Edwards Lifesciences (EW) as of Q2 2021, up from 1,143 in Q1 2021.
  • Funds reported $53B of Edwards Lifesciences stock for Q2 2021, up 24% quarter-over-quarter.
  • 136 funds opened new Edwards Lifesciences positions in Q2 2021 and 84 closed out, a net change of +52 holders.
  • The largest Edwards Lifesciences buyer in Q2 2021 was Fidelity Investments, an estimated $222M added.
  • The largest Edwards Lifesciences seller in Q2 2021 was BlackRock, an estimated $403M sold.

Based on aggregated 13F filings for Q2 2021.