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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
PAM
726
Peak Asset Management
Colorado
$750K
SCA
727
Snowden Capital Advisors
New York
$746K +$21.3K +187 +3%
BC
728
Bartlett & Co
Ohio
$741K -$685 -6 -0.1%
BCWM
729
Bartlett & Co Wealth Management
Ohio
$741K -$685 -6 -0.1%
ARMT
730
Amica Retiree Medical Trust
Rhode Island
$739K -$328K -2,877 -31%
CA
731
Cullinan Associates
Kentucky
$737K
TC
732
Telemus Capital
Michigan
$736K +$742K +6,500 New
HI
733
Horizon Investments
North Carolina
$733K +$739K +6,473 New
WLIM
734
White Lighthouse Investment Management
Massachusetts
$732K
FCBT
735
First Citizens Bank & Trust
North Carolina
$730K -$168K -1,469 -19%
JDR
736
Jay D. Rosenbaum
$730K -$39.6K -347 -5%
DCM
737
Donaldson Capital Management
Indiana
$729K -$2.97K -26 -0.4%
CA
738
Claro Advisors
Massachusetts
$725K +$1.03K +9 +0.1%
MPCG
739
Matrix Private Capital Group
New York
$723K +$1.94K +17 +0.3%
AB
740
Atlas Brown
Kentucky
$720K
MCWS
741
McKinley Carter Wealth Services
West Virginia
$713K
AW
742
ACG Wealth
Georgia
$707K
PAM
743
Palisade Asset Management
Minnesota
$705K
WAP
744
Wealthcare Advisory Partners
Pennsylvania
$705K +$46.5K +407 +7%
ECM
745
Evergreen Capital Management
Washington
$704K +$76.9K +674 +12%
AAS
746
Avantax Advisory Services
Texas
$702K -$76.7K -672 -10%
RCA
747
Resonant Capital Advisors
Wisconsin
$699K
BDF
748
Balasa Dinverno & Foltz
$699K +$151K +1,320 +27%
RWA
749
Redhawk Wealth Advisors
Minnesota
$699K +$704K +6,170 New
Verition Fund Management
750
Verition Fund Management
Connecticut
$697K +$702K +6,153 New

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.