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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
RPI
51
Railway Pension Investments
United Kingdom
$184M +$4.38M +38,400 +2%
Lord, Abbett & Co
52
Lord, Abbett & Co
New Jersey
$179M +$114M +996,051 +171%
Bank Julius Baer & Co
53
Bank Julius Baer & Co
Switzerland
$177M +$21.6M +189,189 +14%
Swedbank
54
Swedbank
Sweden
$177M -$116K -1,015 -0.1%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$175M +$9.53M +83,490 +6%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$168M +$13.7M +120,051 +9%
RJA
57
Raymond James & Associates
Florida
$166M +$4.84M +42,404 +3%
CS
58
Credit Suisse
Switzerland
$165M -$17.9M -156,652 -10%
Allianz Asset Management
59
Allianz Asset Management
Germany
$164M +$60.5M +529,784 +58%
1832 Asset Management
60
1832 Asset Management
Ontario, Canada
$161M -$20.5M -179,516 -11%
Canada Pension Plan Investment Board
61
Canada Pension Plan Investment Board
Ontario, Canada
$159M +$15.9M +139,409 +11%
Barclays
62
Barclays
United Kingdom
$156M +$49.8M +436,022 +46%
Two Sigma Investments
63
Two Sigma Investments
New York
$156M +$18.3M +160,624 +13%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$156M +$13.1M +114,404 +9%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$153M -$4.04M -35,388 -3%
CI Investments Inc
66
CI Investments Inc
Ontario, Canada
$147M +$954K +8,360 +0.6%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$142M +$17.1M +149,516 +14%
KBC Group
68
KBC Group
Belgium
$140M -$121M -1,060,220 -46%
Man Group
69
Man Group
United Kingdom
$138M -$4.94M -43,295 -3%
Bessemer Group
70
Bessemer Group
New Jersey
$132M +$37.2K +326 +0%
Dimensional Fund Advisors
71
Dimensional Fund Advisors
Texas
$130M +$1.1M +9,645 +0.8%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$128M -$36M -315,347 -22%
O
73
OrbiMed
New York
$128M
JP Morgan Chase
74
JP Morgan Chase
New York
$126M -$4.71M -41,284 -4%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$122M -$3.22M -28,200 -3%

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.