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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
MFW
726
Meristem Family Wealth
Minnesota
$548K
BCWM
727
Bartlett & Co Wealth Management
Ohio
$548K
OWA
728
One Wealth Advisors
California
$537K +$85K +1,006 +19%
CA
729
Claro Advisors
Massachusetts
$533K +$5.58K +66 +1%
AB
730
Atlas Brown
Kentucky
$532K
CFA
731
CWS Financial Advisors
Michigan
$529K +$1.52K +18 +0.3%
MCWS
732
McKinley Carter Wealth Services
West Virginia
$527K
S
733
SignatureFD
Georgia
$523K -$4.23K -50 -0.8%
AW
734
ACG Wealth
Georgia
$522K
HBT
735
Heartland Bank & Trust
Illinois
$522K +$117K +1,381 +28%
PAM
736
Palisade Asset Management
Minnesota
$521K +$1.69K +20 +0.3%
BFM
737
Boothbay Fund Management
New York
$517K +$522K +6,178 New
RCA
738
Resonant Capital Advisors
Wisconsin
$516K
GFP
739
Gryphon Financial Partners
Ohio
$512K -$1.52K -18 -0.3%
APW
740
Acima Private Wealth
Virginia
$507K
AWA
741
Alta Wealth Advisors
Massachusetts
$502K
TCM
742
Twin Capital Management
Pennsylvania
$499K -$344K -4,070 -41%
BFA
743
Bragg Financial Advisors
North Carolina
$498K -$36.9K -437 -7%
WLIM
744
White Lighthouse Investment Management
Massachusetts
$497K +$86.5K +1,023 +21%
ATC
745
Argent Trust Co
Tennessee
$494K -$5.07K -60 -1%
CBFP
746
Cedar Brook Financial Partners
Ohio
$489K -$70.8K -837 -13%
NPA
747
Nichols & Pratt Advisers
Massachusetts
$489K
LJHT
748
Laurie J. Hall Trustee
$483K -$489K -5,790 -50%
MYLI
749
Meiji Yasuda Life Insurance
Japan
$483K
IFWM
750
Institute for Wealth Management
Colorado
$481K -$4.57K -54 -0.9%