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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
VST
701
Van Strum & Towne
California
$705K
NWS
702
Newport Wealth Strategies
California
$704K
JDR
703
Jay D. Rosenbaum
$703K -$164K -1,745 -20%
B
704
Bellecapital
Switzerland
$690K
CGL
705
Clarius Group LLC
Washington
$689K +$8.58K +91 +1%
SBF
706
Sara-Bay Financial
Florida
$688K -$7.92K -84 -1%
BFEC
707
Benjamin F. Edwards & Company
Missouri
$688K
PAM
708
Peak Asset Management
Colorado
$686K
S
709
SignatureFD
Georgia
$685K +$34.5K +366 +6%
ATPW
710
Ashton Thomas Private Wealth
Arizona
$683K -$270K -2,866 -30%
BCWM
711
Bartlett & Co Wealth Management
Ohio
$678K
BC
712
Bartlett & Co
Ohio
$678K
CA
713
Cullinan Associates
Kentucky
$674K +$124K +1,311 +25%
PCIG
714
Partners Capital Investment Group
Massachusetts
$671K -$1.56M -16,544 -72%
DCM
715
Donaldson Capital Management
Indiana
$669K -$63.9K -678 -9%
WLIM
716
White Lighthouse Investment Management
Massachusetts
$669K +$48.5K +515 +9%
E
717
Ergoteles
New York
$665K +$605K +6,416 New
SCA
718
Snowden Capital Advisors
New York
$663K -$297K -3,152 -33%
CA
719
Claro Advisors
Massachusetts
$662K +$1.89K +20 +0.3%
MPCG
720
Matrix Private Capital Group
New York
$660K -$76.7K -814 -11%
DC
721
Davenport & Co
Virginia
$660K +$343K +3,639 +133%
AB
722
Atlas Brown
Kentucky
$659K
CFA
723
CWS Financial Advisors
Michigan
$658K +$2.64K +28 +0.4%
HIIFS
724
Harel Insurance Investments & Financial Services
Israel
$654K -$64.3K -682 -26%
MCWS
725
McKinley Carter Wealth Services
West Virginia
$652K

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.