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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
MWM
601
Meridian Wealth Management
Kentucky
$1.19M +$377 +4 +0%
HVP
602
Hudson Value Partners
Florida
$1.18M -$3.11K -33 -0.3%
CMANY
603
Capital Management Associates (New York)
New York
$1.18M
HAG
604
HighPoint Advisor Group
Illinois
$1.17M +$63.5K +674 +6%
LOAMS
605
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.17M +$84.1K +892 +9%
VIA
606
Vident Investment Advisory
Georgia
$1.15M -$2.03M -21,486 -66%
FA
607
FDx Advisors
Illinois
$1.14M +$239K +2,536 +30%
HI
608
Harbour Investments
Wisconsin
$1.14M -$10.5K -111 -1%
SWP
609
Stratos Wealth Partners
Ohio
$1.14M +$45.6K +484 +5%
FP
610
Foundry Partners
Minnesota
$1.14M +$18.9K +200 +2%
SXL
611
Summit X LLC
Missouri
$1.13M -$19.3K -205 -2%
IA
612
IndexIQ Advisors
New York
$1.13M +$15.8K +168 +2%
HWM
613
Hohimer Wealth Management
Washington
$1.12M +$87.3K +926 +9%
MYIA
614
Mount Yale Investment Advisors
Colorado
$1.12M -$18.9K -201 -2%
FMN
615
Financial Management Network
California
$1.12M
SIC
616
Salem Investment Counselors
North Carolina
$1.12M +$28.3K +300 +3%
SBL
617
Sargent Bickham Lagudis
Colorado
$1.11M -$4.52K -48 -0.4%
SCI
618
S&CO Inc
Massachusetts
$1.1M
MYAM
619
Meiji Yasuda Asset Management
Japan
$1.07M
1WA
620
180 Wealth Advisors
Washington
$1.06M -$4.71K -50 -0.5%
OTPPB
621
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.05M -$79.8K -847 -8%
RCAG
622
Rehmann Capital Advisory Group
Michigan
$1.04M +$8.48K +90 +0.9%
TW
623
Transform Wealth
Colorado
$1.04M -$190K -2,021 -17%
LCM
624
Leisure Capital Management
California
$1.04M -$28.5K -302 -3%
OSAM
625
O'Shaughnessy Asset Management
Connecticut
$1.02M +$124K +1,311 +15%

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.