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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
PFS
676
Physicians Financial Services
North Carolina
$959K -$11.4K -100 -1%
NL
677
NVWM LLC
Pennsylvania
$958K -$17.6K -154 -2%
CIC
678
Carnegie Investment Counsel
Ohio
$952K +$57.1K +500 +6%
GWM
679
Geneos Wealth Management
Colorado
$946K -$7.88K -69 -0.8%
WI
680
Wintrust Investments
Illinois
$942K -$22.3K -195 -2%
OWA
681
One Wealth Advisors
California
$925K +$4.22K +37 +0.5%
SAM
682
Smithbridge Asset Management
Pennsylvania
$925K +$40K +350 +4%
CHP
683
Cable Hill Partners
Oregon
$923K +$5.82K +51 +0.6%
CM
684
Capula Management
Cayman Islands
$920K +$604K +5,288 +186%
VFA
685
Voya Financial Advisors
Connecticut
$911K +$4.11K +36 +0.5%
Assenagon Asset Management
686
Assenagon Asset Management
Luxembourg
$896K +$663K +5,810 +276%
WSFS
687
Wilmington Savings Fund Society
Delaware
$884K -$47K -412 -5%
EMG
688
ETF Managers Group
New Jersey
$883K +$68.1K +597 +8%
DWM
689
Destination Wealth Management
California
$879K +$23.3K +204 +3%
EF
690
Empirical Finance
Pennsylvania
$879K +$51.4K +450 +6%
CAG
691
Csenge Advisory Group
Florida
$870K +$52.3K +458 +6%
EGM
692
Engineers Gate Manager
New York
$869K -$2.1M -18,410 -71%
PA
693
Parallel Advisors
California
$868K +$372K +3,256 +74%
BB
694
Busey Bank
Illinois
$866K +$552K +4,833 +171%
WP
695
WealthPLAN Partners
Nebraska
$859K +$1.94K +17 +0.2%
BHB
696
Bank Hapoalim BM
Israel
$852K
RWB
697
RMR Wealth Builders
New Jersey
$851K
Lido Advisors
698
Lido Advisors
California
$851K +$60.6K +531 +8%
CAM
699
Cozad Asset Management
Illinois
$850K -$1.17M -10,239 -58%
JIC
700
Joel Isaacson & Co
New York
$848K

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.