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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
KIA
776
KCM Investment Advisors
California
$512K +$466K +4,940 New
VVP
777
Venture Visionary Partners
Ohio
$511K +$2.45K +26 +0.5%
BMM
778
Buffington Mohr McNeal
Idaho
$510K +$132K +1,400 +40%
CPIG
779
Chicago Partners Investment Group
Illinois
$505K +$2.54K +27 +0.6%
BDF
780
Balasa Dinverno & Foltz
$503K +$9.52K +101 +2%
VCA
781
Verdence Capital Advisors
Maryland
$502K -$20.4K -216 -4%
CCM
782
Compton Capital Management
Rhode Island
$499K -$4.71K -50 -1%
CIM
783
CIM Investment Management
Pennsylvania
$498K +$454K +4,812 New
9WM
784
9258 Wealth Management
Ohio
$497K
LSAG
785
Lake Street Advisors Group
New Hampshire
$496K -$3.68K -39 -0.9%
GSBTD
786
Glenview State Bank Trust Department
Illinois
$494K
FC
787
Forte Capital
New York
$494K +$14.1K +150 +3%
FA
788
Fagan Associates
New York
$493K +$118K +1,256 +36%
ACM
789
Allred Capital Management
Texas
$492K +$89.9K +954 +25%
SMH
790
Sanders Morris Harris
Texas
$490K
LDB
791
Lee, Danner & Bass
Tennessee
$486K
RB
792
Renasant Bank
Mississippi
$484K -$16.2K -172 -4%
FB
793
Fulton Bank
Pennsylvania
$481K -$37.6K -399 -8%
BFS
794
Bradley Foster & Sargent
Connecticut
$480K +$283 +3 +0.1%
OAM
795
Oak Asset Management
California
$479K +$436K +4,623 New
ACP
796
Aviance Capital Partners
Florida
$475K +$132K +1,404 +44%
ISWM
797
Independent Solutions Wealth Management
New York
$475K -$28.3K -300 -6%
CWM
798
Curi Wealth Management
North Carolina
$472K
CWM
799
Circle Wealth Management
New Jersey
$470K +$754 +8 +0.2%
MWC
800
MBM Wealth Consultants
Missouri
$469K +$5.28K +56 +1%

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.