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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
GG
776
Gofen & Glossberg
Illinois
$615K -$194K -1,700 -24%
TCM
777
Tributary Capital Management
Nebraska
$614K -$183K -1,600 -23%
GCP
778
GSA Capital Partners
United Kingdom
$607K -$175K -1,531 -22%
JMFC
779
J.M. Forbes & Co
Massachusetts
$598K -$93.9K -823 -13%
PFO
780
Pathstone Family Office
New Jersey
$598K +$138K +1,205 +30%
QCG
781
Quadrant Capital Group
Ohio
$597K +$22.5K +197 +4%
VAM
782
Verity Asset Management
North Carolina
$596K +$35.7K +313 +6%
NIM
783
NuWave Investment Management
New Jersey
$592K +$597K +5,228 New
EAMA
784
EFG Asset Management (Americas)
Florida
$589K +$23.7K +208 +4%
KIA
785
KCM Investment Advisors
California
$587K +$27.6K +242 +5%
First Manhattan
786
First Manhattan
New York
$585K
VCA
787
Verdence Capital Advisors
Maryland
$580K +$31.4K +275 +6%
TCMP
788
Thrive Capital Management (Pennsylvania)
Pennsylvania
$575K -$40.6K -356 -7%
CMO
789
Covenant Multifamily Offices
Texas
$575K -$1.14K -10 -0.2%
CCA
790
Checchi Capital Advisers
California
$574K -$5.25K -46 -0.9%
IWM
791
IHT Wealth Management
Illinois
$573K -$44.5K -390 -7%
LCM
792
Liberty Capital Management
Michigan
$571K
BCA
793
Berman Capital Advisors
Georgia
$568K +$202K +1,773 +54%
MIM
794
Merrion Investment Management
New Jersey
$566K
WA
795
WestEnd Advisors
North Carolina
$566K
QI
796
Qtron Investments
Massachusetts
$562K +$566K +4,963 New
LJHT
797
Laurie J. Hall Trustee
$561K -$38.8K -340 -6%
VVP
798
Venture Visionary Partners
Ohio
$559K
BMM
799
Buffington Mohr McNeal
Idaho
$558K
TA
800
Tiedemann Advisors
New York
$556K -$258K -2,262 -32%

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.