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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
TAM
726
Trust Asset Management
Texas
$652K +$58.6K +622 +11%
Lazard Asset Management
727
Lazard Asset Management
New York
$646K -$354K -3,755 -38%
AW
728
ACG Wealth
Georgia
$646K +$189 +2 +0%
PAM
729
Palisade Asset Management
Minnesota
$645K
JG
730
Jefferies Group
New York
$644K -$5.97M -63,301 -91%
RCA
731
Resonant Capital Advisors
Wisconsin
$639K +$566 +6 +0.1%
WCM
732
Weld Capital Management
New York
$637K +$82.2K +872 +17%
JMFC
733
J.M. Forbes & Co
Massachusetts
$633K -$43.5K -462 -7%
MAM
734
Meeder Asset Management
Ohio
$632K -$1.71M -18,166 -75%
APW
735
Acima Private Wealth
Virginia
$628K
QCM
736
Quest Capital Management
Texas
$622K +$122K +1,292 +27%
AWA
737
Alta Wealth Advisors
Massachusetts
$621K
Koshinski Asset Management
738
Koshinski Asset Management
Illinois
$616K -$328K -3,476 -37%
BFA
739
Bragg Financial Advisors
North Carolina
$612K -$3.96K -42 -0.7%
NPA
740
Nichols & Pratt Advisers
Massachusetts
$606K
WAP
741
Wealthcare Advisory Partners
Pennsylvania
$602K +$22.4K +238 +4%
CBFP
742
Cedar Brook Financial Partners
Ohio
$599K -$5.47K -58 -1%
MYLI
743
Meiji Yasuda Life Insurance
Japan
$598K
IFWM
744
Institute for Wealth Management
Colorado
$595K
SIMM
745
Stillwater Investment Management (Minnesota)
Minnesota
$594K
RE
746
RBC Europe
United Kingdom
$593K +$195K +2,070 +57%
HIM
747
Hillsdale Investment Management
Ontario, Canada
$590K +$537K +5,700 New
NFG
748
Nations Financial Group
Iowa
$589K +$5.47K +58 +1%
NW
749
NewEdge Wealth
Pennsylvania
$583K
Twin Tree Management
750
Twin Tree Management
Texas
$578K +$300K +3,187 +133%

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.