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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
9WM
801
9258 Wealth Management
Ohio
$555K +$11.4K +100 +2%
HBT
802
Hills Bank & Trust
Iowa
$555K +$559K +4,900 New
CCM
803
Compton Capital Management
Rhode Island
$545K
FC
804
Forte Capital
New York
$543K +$2.85K +25 +0.5%
FB
805
Fulton Bank
Pennsylvania
$542K +$16.8K +147 +3%
CIM
806
CIM Investment Management
Pennsylvania
$540K -$5.25K -46 -1%
NICM
807
Neo Ivy Capital Management
New York
$539K +$891K +7,806 New
CPIG
808
Chicago Partners Investment Group
Illinois
$534K +$3.42K +30 +0.6%
LDB
809
Lee, Danner & Bass
Tennessee
$531K
FA
810
Fagan Associates
New York
$529K -$9.13K -80 -2%
RB
811
Renasant Bank
Mississippi
$528K
BMC
812
Benin Management Corp
Connecticut
$521K -$274K -2,400 -34%
ISWM
813
Independent Solutions Wealth Management
New York
$519K
WF
814
WoodTrust Financial
Wisconsin
$518K +$211K +1,845 +67%
AG
815
AIA Group
Hong Kong
$516K +$87K +762 +20%
ACM
816
Allred Capital Management
Texas
$515K -$23.5K -206 -4%
ACP
817
Aviance Capital Partners
Florida
$515K -$3.77K -33 -0.7%
SMH
818
Sanders Morris Harris
Texas
$515K
OAM
819
Oak Asset Management
California
$514K
MWC
820
MBM Wealth Consultants
Missouri
$510K -$3.54K -31 -0.7%
BBL
821
Beck Bode LLC
Massachusetts
$510K +$25.5K +223 +5%
FA
822
Fortis Advisors
Pennsylvania
$509K
SACTSONJ
823
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$509K
MA
824
MJP Associates
Connecticut
$507K +$6.28K +55 +1%
HMS
825
Hanseatic Management Services
New Mexico
$507K +$511K +4,474 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.