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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
CI
601
Conning Inc
Connecticut
$1.4M +$520K +4,555 +58%
HTHT
602
Hemenway Trust Hemenway Trust
New Hampshire
$1.38M +$1.39M +12,149 New
CAI
603
Capital Advisors Inc
Oklahoma
$1.37M +$558K +4,887 +67%
PFWA
604
Paces Ferry Wealth Advisors
Georgia
$1.37M
SSA
605
Schonfeld Strategic Advisors
New York
$1.37M -$5.29M -46,342 -79%
AO
606
Advisor OS
Illinois
$1.36M -$3.42K -30 -0.2%
ECM
607
ExodusPoint Capital Management
New York
$1.36M +$448K +3,928 +48%
IWA
608
Inspirion Wealth Advisors
Illinois
$1.33M
FTDI
609
First Trust Direct Indexing
Massachusetts
$1.32M +$13.2K +116 +1%
WB
610
WesBanco Bank
West Virginia
$1.32M +$1.33M +11,622 New
WAM
611
World Asset Management
Michigan
$1.31M -$136K -1,188 -9%
PIFP
612
Partners in Financial Planning
Virginia
$1.31M
DCM
613
Davidson Capital Management
Texas
$1.31M -$156K -1,367 -11%
1SB
614
1ST Source Bank
Indiana
$1.3M -$17.8K -156 -1%
MWM
615
Meridian Wealth Management
Kentucky
$1.3M -$228 -2 -0%
JF
616
Jump Financial
Illinois
$1.3M +$1.31M +11,500 New
CMANY
617
Capital Management Associates (New York)
New York
$1.29M
IA
618
IndexIQ Advisors
New York
$1.29M +$57.8K +506 +5%
KA
619
Kovack Advisors
Florida
$1.28M +$836K +7,328 +182%
HAG
620
HighPoint Advisor Group
Illinois
$1.26M -$22K -193 -2%
Luther King Capital Management (LKCM)
621
Luther King Capital Management (LKCM)
Texas
$1.25M -$60.3K -528 -5%
HVP
622
Hudson Value Partners
Florida
$1.25M -$45.7K -400 -4%
HWM
623
Hohimer Wealth Management
Washington
$1.24M +$13.4K +117 +1%
SXL
624
Summit X LLC
Missouri
$1.23M -$1.71K -15 -0.1%
BAS
625
Brown Advisory Securities
Maryland
$1.23M +$319K +2,799 +35%

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.