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Edwards Lifesciences

1,143 hedge funds and large institutions have $42.6B invested in Edwards Lifesciences in 2021 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 433 increasing their positions, 364 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $105M | Put options by funds: $74.6M

19% more repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 364

0.75% less ownership

Funds ownership: 82.71%81.97% (-0.75%)

5% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 106

1% less funds holding

Funds holding: 1,1581,143 (-15)

11% less capital invested

Capital invested by funds: $47.9B → $42.6B (-$5.25B)

44% less funds holding in top 10

Funds holding in top 10: 169 (-7)

Holders
1,143
Holders Change
-15
Holders Change %
-1.3%
% of All Funds
20.07%
Holding in Top 10
9
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-43.75%
% of All Funds
0.16%
New
101
Increased
433
Reduced
364
Closed
106
Calls
$105M
Puts
$74.6M
Net Calls
+$30.6M
Net Calls Change
-$77.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
801
Zions Bancorporation
Utah
$387K +$223K +2,635 +132%
FC
802
Forte Capital
New York
$386K +$47.9K +567 +14%
CMO
803
Covenant Multifamily Offices
Texas
$382K -$95.9K -1,134 -20%
BBNA
804
Bremer Bank National Association
Minnesota
$382K
CWM
805
Curi Wealth Management
North Carolina
$381K
CWM
806
Circle Wealth Management
New Jersey
$379K
FA
807
Fortis Advisors
Pennsylvania
$376K
SACTSONJ
808
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$376K
RA
809
RFG Advisory
Alabama
$376K +$20.6K +244 +6%
BEAM
810
Baker Ellis Asset Management
Washington
$374K
LSAG
811
Lake Street Advisors Group
New Hampshire
$374K +$10.5K +124 +3%
MWC
812
MBM Wealth Consultants
Missouri
$374K +$36.7K +434 +11%
DAS
813
Dynamic Advisor Solutions
Arizona
$373K -$1.14M -13,443 -75%
MA
814
MJP Associates
Connecticut
$373K +$31.9K +377 +9%
IEFM
815
IQ EQ Fund Management
Ireland
$370K +$25.4K +301 +7%
TMAM
816
Tokio Marine Asset Management
Japan
$368K +$63.9K +756 +21%
HPC
817
HM Payson & Co
Maine
$363K -$12.4K -147 -3%
WAG
818
Winthrop Advisory Group
Massachusetts
$359K +$27.5K +325 +8%
CMI
819
Clare Market Investments
Texas
$356K -$76.1K -900 -17%
LOAME
820
Lombard Odier Asset Management (Europe)
United Kingdom
$355K +$359K +4,246 New
CF
821
Clarity Financial
Texas
$355K +$359K +4,248 New
EAMA
822
EFG Asset Management (Americas)
Florida
$353K +$77.9K +922 +28%
RMCM
823
Reynders McVeigh Capital Management
Massachusetts
$351K +$254 +3 +0.1%
AA
824
ALPS Advisors
Colorado
$349K +$353K +4,174 New
LPIC
825
LeJeune Puetz Investment Counsel
Michigan
$348K