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Edwards Lifesciences

1,143 hedge funds and large institutions have $42.6B invested in Edwards Lifesciences in 2021 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 433 increasing their positions, 364 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $105M | Put options by funds: $74.6M

19% more repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 364

0.75% less ownership

Funds ownership: 82.71%81.97% (-0.75%)

5% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 106

1% less funds holding

Funds holding: 1,1581,143 (-15)

11% less capital invested

Capital invested by funds: $47.9B → $42.6B (-$5.25B)

44% less funds holding in top 10

Funds holding in top 10: 169 (-7)

Holders
1,143
Holders Change
-15
Holders Change %
-1.3%
% of All Funds
20.07%
Holding in Top 10
9
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-43.75%
% of All Funds
0.16%
New
101
Increased
433
Reduced
364
Closed
106
Calls
$105M
Puts
$74.6M
Net Calls
+$30.6M
Net Calls Change
-$77.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
701
Laurel Wealth Advisors (California)
California
$590K
VAM
702
Verity Asset Management
North Carolina
$589K +$162K +1,915 +37%
TCM
703
Tributary Capital Management
Nebraska
$588K +$104K +1,225 +21%
SC
704
Savant Capital
Illinois
$585K -$6.68K -79 -1%
Lido Advisors
705
Lido Advisors
California
$585K +$6.51K +77 +1%
PF
706
Phoenix Financial
Israel
$581K +$166K +1,969 +39%
HG
707
Harbor Group
New Hampshire
$577K
EF
708
Empirical Finance
Pennsylvania
$575K
NC
709
NovaPoint Capital
Georgia
$575K +$12.3K +145 +2%
VST
710
Van Strum & Towne
California
$569K
NWS
711
Newport Wealth Strategies
California
$568K
MIM
712
Merrion Investment Management
New Jersey
$564K
SBF
713
Sara-Bay Financial
Florida
$563K -$33.6K -397 -6%
BCM
714
Brookstone Capital Management
Illinois
$563K +$13.9K +164 +2%
SFA
715
Sequoia Financial Advisors
Ohio
$563K +$30.2K +357 +6%
IAN
716
Integrated Advisors Network
Texas
$562K +$22.8K +270 +4%
SIM
717
Sentry Investment Management
Wisconsin
$561K -$2.72M -32,163 -83%
WG
718
Winton Group
United Kingdom
$559K +$22.7K +268 +4%
SAM
719
SignalPoint Asset Management
Missouri
$558K +$3.38K +40 +0.6%
B
720
Bellecapital
Switzerland
$557K +$5.33K +63 +1%
BFEC
721
Benjamin F. Edwards & Company
Missouri
$556K +$5.41K +64 +1%
PAM
722
Peak Asset Management
Colorado
$554K
JMFC
723
J.M. Forbes & Co
Massachusetts
$550K
CGL
724
Clarius Group LLC
Washington
$549K +$29.4K +348 +6%
BC
725
Bartlett & Co
Ohio
$548K