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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
QCM
751
Quest Capital Management
Texas
$694K +$14.5K +127 +2%
APW
752
Acima Private Wealth
Virginia
$687K
TAM
753
Trust Asset Management
Texas
$685K -$27.5K -241 -4%
AWA
754
Alta Wealth Advisors
Massachusetts
$679K
BFA
755
Bragg Financial Advisors
North Carolina
$678K +$9.59K +84 +1%
ONGA
756
O'Neil Global Advisors
California
$657K -$354K -3,100 -35%
NPA
757
Nichols & Pratt Advisers
Massachusetts
$657K
SFA
758
Souders Financial Advisors
Ohio
$656K +$662K +5,798 New
RE
759
RBC Europe
United Kingdom
$654K +$6.85K +60 +1%
CBFP
760
Cedar Brook Financial Partners
Ohio
$653K -$1.71K -15 -0.3%
MYLI
761
Meiji Yasuda Life Insurance
Japan
$653K
IFWM
762
Institute for Wealth Management
Colorado
$650K
SIMM
763
Stillwater Investment Management (Minnesota)
Minnesota
$650K
CT
764
Chicago Trust
Illinois
$646K +$211K +1,846 +48%
HIM
765
Hillsdale Investment Management
Ontario, Canada
$645K
GFP
766
Gryphon Financial Partners
Ohio
$643K -$65.2K -571 -9%
AWA
767
Arete Wealth Advisors
Illinois
$640K +$63.3K +555 +11%
ATC
768
Argent Trust Co
Tennessee
$639K +$15.1K +132 +2%
TMAM
769
Tokio Marine Asset Management
Japan
$638K +$62.1K +544 +11%
BBA
770
BLB&B Advisors
Pennsylvania
$629K
HPC
771
HM Payson & Co
Maine
$627K +$137K +1,198 +28%
LWAC
772
Laurel Wealth Advisors (California)
California
$625K -$176K -1,544 -22%
SIM
773
Sentry Investment Management
Wisconsin
$625K +$630K +5,523 New
M
774
Mirova
France
$623K +$55.5K +486 +10%
PF
775
Phoenix Financial
Israel
$616K +$622K +5,446 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.