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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
FA
801
Fortis Advisors
Pennsylvania
$466K
SACTSONJ
802
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$466K
CIA
803
Choate Investment Advisors
Massachusetts
$462K -$87.7K -930 -17%
FNT
804
First National Trust
Pennsylvania
$462K -$65.2K -692 -13%
AWA
805
Arete Wealth Advisors
Illinois
$460K +$10.2K +108 +2%
CFG
806
Cooper Financial Group
California
$460K +$62.5K +663 +18%
RA
807
RFG Advisory
Alabama
$459K -$5.37K -57 -1%
MA
808
MJP Associates
Connecticut
$458K -$3.96K -42 -0.9%
IEFM
809
IQ EQ Fund Management
Ireland
$458K
BEAM
810
Baker Ellis Asset Management
Washington
$457K -$5.47K -58 -1%
PA
811
Parallel Advisors
California
$457K +$82.4K +874 +25%
RSC
812
Red Spruce Capital
Pennsylvania
$453K +$81K +859 +24%
HPC
813
HM Payson & Co
Maine
$449K
IC
814
Intersect Capital
California
$447K +$20.2K +214 +5%
CFG
815
Citizens Financial Group
Rhode Island
$446K -$462K -4,902 -53%
BBL
816
Beck Bode LLC
Massachusetts
$444K +$20.2K +214 +5%
CMI
817
Clare Market Investments
Texas
$441K
BU
818
BBVA USA
Alabama
$438K +$399K +4,230 New
CANY
819
Caxton Associates (New York)
New York
$437K +$398K +4,218 New
AA
820
ALPS Advisors
Colorado
$432K
LCM
821
Logan Capital Management
Pennsylvania
$431K +$1.41K +15 +0.4%
OIA
822
OneDigital Investment Advisors
Kansas
$431K +$393K +4,166 New
LPIC
823
LeJeune Puetz Investment Counsel
Michigan
$430K
BBNA
824
Bremer Bank National Association
Minnesota
$427K -$41.9K -444 -10%
RMCM
825
Reynders McVeigh Capital Management
Massachusetts
$426K -$8.2K -87 -2%

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.