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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
RWB
676
RMR Wealth Builders
New Jersey
$779K
BHB
677
Bank Hapoalim BM
Israel
$779K +$37.7K +400 +6%
JIC
678
Joel Isaacson & Co
New York
$776K
SP
679
Symmetry Partners
Connecticut
$767K -$48.6K -516 -7%
CAG
680
Csenge Advisory Group
Florida
$764K +$405K +4,301 +144%
EF
681
Empirical Finance
Pennsylvania
$758K +$95.2K +1,010 +16%
IC
682
Inverness Counsel
New York
$752K +$685K +7,265 New
CAI
683
Capital Advisors Inc
Oklahoma
$751K
CIC
684
Crawford Investment Counsel
Georgia
$749K +$1.7K +18 +0.2%
FUBT
685
First United Bank & Trust
Maryland
$745K -$6.13K -65 -0.9%
EMG
686
ETF Managers Group
New Jersey
$744K +$196K +2,076 +41%
TA
687
Tiedemann Advisors
New York
$742K +$177K +1,876 +35%
CA
688
Continuum Advisory
Idaho
$742K +$675K +7,161 New
GG
689
Gofen & Glossberg
Illinois
$739K -$97K -1,029 -13%
SC
690
Savant Capital
Illinois
$733K +$7.16K +76 +1%
LWAC
691
Laurel Wealth Advisors (California)
California
$731K
TCM
692
Tributary Capital Management
Nebraska
$728K
BMC
693
Benin Management Corp
Connecticut
$725K -$9.43K -100 -1%
Lido Advisors
694
Lido Advisors
California
$724K +$94 +1 +0%
SAM
695
SignalPoint Asset Management
Missouri
$723K +$29.4K +312 +5%
AAS
696
Avantax Advisory Services
Texas
$717K +$141K +1,501 +28%
GCP
697
GSA Capital Partners
United Kingdom
$714K +$650K +6,893 New
ARC
698
Advisor Resource Council
Texas
$713K +$649K +6,881 New
IAN
699
Integrated Advisors Network
Texas
$707K +$9.9K +105 +2%
NC
700
NovaPoint Capital
Georgia
$706K -$4.71K -50 -0.7%

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.