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Edwards Lifesciences

1,227 hedge funds and large institutions have $58.1B invested in Edwards Lifesciences in 2021 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 440 increasing their positions, 412 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 68

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

16% more call options, than puts

Call options by funds: $249M | Put options by funds: $214M

10% more capital invested

Capital invested by funds: $53B → $58.1B (+$5.11B)

4% more funds holding

Funds holding: 1,1851,227 (+42)

7% more repeat investments, than reductions

Existing positions increased: 440 | Existing positions reduced: 412

0.1% less ownership

Funds ownership: 82.52%82.42% (-0.1%)

Holders
1,227
Holders Change
+42
Holders Change %
+3.54%
% of All Funds
21.48%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.37%
New
124
Increased
440
Reduced
412
Closed
68
Calls
$249M
Puts
$214M
Net Calls
+$34.7M
Net Calls Change
-$85M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
576
CreativeOne Wealth
Kansas
$1.57M +$547K +4,796 +53%
GW
577
GW & Wade
Massachusetts
$1.56M +$11.2K +98 +0.7%
ACM
578
Ativo Capital Management
Illinois
$1.54M +$31K +272 +2%
TIA
579
Trust Investment Advisors
Indiana
$1.53M -$29.9K -262 -2%
BFM
580
Boston Financial Management
Massachusetts
$1.53M -$51.1K -448 -3%
NA
581
NewEdge Advisors
Louisiana
$1.53M +$969K +8,485 +170%
SAM
582
Silvercrest Asset Management
New York
$1.51M -$1.36M -11,897 -47%
HCM
583
Howland Capital Management
Massachusetts
$1.5M -$14.3K -125 -0.9%
ECM
584
Everence Capital Management
Indiana
$1.48M
MGIA
585
Moneta Group Investment Advisors
Missouri
$1.48M -$205K -1,795 -12%
IFG
586
Independent Financial Group
California
$1.48M +$96.2K +843 +7%
PCMI
587
Paradigm Capital Management Inc
New York
$1.47M -$22.8K -200 -2%
AIM
588
Aspen Investment Management
Michigan
$1.47M +$152K +1,330 +11%
OSAM
589
O'Shaughnessy Asset Management
Connecticut
$1.46M +$344K +3,010 +31%
PTC
590
Private Trust Company
Ohio
$1.45M +$1.01M +8,862 +223%
PA
591
Profund Advisors
Maryland
$1.45M +$28.3K +248 +2%
IC
592
Inverness Counsel
New York
$1.45M +$629K +5,511 +76%
FHB
593
First Hawaiian Bank
Hawaii
$1.45M -$457 -4 -0%
VAS
594
Vestmark Advisory Solutions
Massachusetts
$1.44M +$2.28K +20 +0.2%
BCB
595
Brian C. Broderick
$1.44M +$1.45M +12,719 New
IWC
596
Integrated Wealth Concepts
Massachusetts
$1.42M +$68.9K +604 +5%
DCM
597
Dupont Capital Management
Delaware
$1.42M +$1.43M +12,571 New
LNWWM
598
Laird Norton Wetherby Wealth Management
California
$1.42M +$30.2K +265 +2%
CFG
599
Citizens Financial Group
Rhode Island
$1.42M +$938K +8,219 +191%
FAN
600
Financial Advisors Network
California
$1.4M -$4K -35 -0.3%

EW Hedge Fund Activity: Q3 2021 in Review

1,227 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2021, worth a combined $58.1B — up 9.7% from $53B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new EW positions and 68 closed out — a net gain of 56 holders — while 440 added to existing stakes and 412 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $147M. The largest seller was Ameriprise, cutting an estimated $201M.

  • 1,227 institutional investors held Edwards Lifesciences (EW) as of Q3 2021, up from 1,185 in Q2 2021.
  • Funds reported $58.1B of Edwards Lifesciences stock for Q3 2021, up 9.7% quarter-over-quarter.
  • 124 funds opened new Edwards Lifesciences positions in Q3 2021 and 68 closed out, a net change of +56 holders.
  • The largest Edwards Lifesciences buyer in Q3 2021 was Two Sigma Advisers, an estimated $147M added.
  • The largest Edwards Lifesciences seller in Q3 2021 was Ameriprise, an estimated $201M sold.

Based on aggregated 13F filings for Q3 2021.