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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
RIA
626
Regal Investment Advisors
Michigan
$1.02M +$925K +9,813 New
FWIA
627
Fort Washington Investment Advisors
Ohio
$1.01M
HFG
628
Heron Financial Group
New York
$1.01M +$33.9K +360 +4%
AI
629
AXS Investments
New York
$1M +$200K +2,121 +28%
LWMM
630
Legacy Wealth Management (Mississippi)
Mississippi
$987K
ARMT
631
Amica Retiree Medical Trust
Rhode Island
$974K
HB
632
Homrich & Berg
Georgia
$968K +$363K +3,847 +70%
ACM
633
AlphaCrest Capital Management
New York
$963K -$3.97M -42,148 -82%
MCM
634
Murphy Capital Management
New Jersey
$960K +$4.24K +45 +0.5%
GWA
635
GGM Wealth Advisors
Maryland
$955K
CW
636
CreativeOne Wealth
Kansas
$939K +$169K +1,794 +25%
MMA
637
Miracle Mile Advisors
California
$938K +$72.3K +767 +9%
NSEDCP
638
NJ State Employees Deferred Compensation Plan
New Jersey
$932K
ONGA
639
O'Neil Global Advisors
California
$922K +$839K +8,900 New
ST
640
Sabal Trust
Florida
$920K -$8.58K -91 -1%
RIG
641
Ramiah Investment Group
Wisconsin
$911K -$660 -7 -0.1%
HR
642
Howe & Rusling
New York
$909K
HIA
643
Harbor Investment Advisory
Maryland
$907K +$1.89K +20 +0.2%
GWM
644
Geneos Wealth Management
Colorado
$906K +$543K +5,759 +210%
JIC
645
Johnson Investment Counsel
Ohio
$901K -$17.6K -187 -2%
WI
646
Wintrust Investments
Illinois
$900K +$72.1K +765 +9%
CA
647
Cetera Advisors
Colorado
$896K +$151K +1,606 +23%
KPWS
648
Kestra Private Wealth Services
Texas
$895K +$12.3K +130 +2%
SWM
649
SeaCrest Wealth Management
New York
$894K +$11.3K +120 +1%
NL
650
NVWM LLC
Pennsylvania
$892K -$189 -2 -0%

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.