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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
1CP
826
17 Capital Partners
Arizona
$423K +$385K +4,083 New
SCM
827
Shelton Capital Management
Colorado
$422K
PFO
828
Pathstone Family Office
New Jersey
$421K +$383K +4,065 New
DWT
829
Dorsey & Whitney Trust
South Dakota
$417K
KA
830
Kovack Advisors
Florida
$417K +$66.3K +703 +21%
AAM
831
AR Asset Management
California
$416K
DY
832
Dowling & Yahnke
California
$414K -$14.6K -155 -4%
CC
833
Centiva Capital
New York
$413K +$376K +3,988 New
PTC
834
Private Trust Company
Ohio
$411K
BW
835
Bison Wealth
Georgia
$411K +$18.4K +195 +5%
BIM
836
Baldwin Investment Management
Pennsylvania
$408K -$9.43K -100 -2%
FWM
837
Frontier Wealth Management
Missouri
$407K +$8.29K +88 +2%
DAM
838
Draper Asset Management
New York
$406K -$1.7K -18 -0.5%
IF
839
Intrua Financial
Texas
$406K +$22.3K +237 +7%
ZB
840
Zions Bancorporation
Utah
$401K -$71.7K -761 -16%
CT
841
Chicago Trust
Illinois
$400K +$364K +3,863 New
OC
842
Oakworth Capital
Alabama
$398K
SFG
843
SevenBridge Financial Group
Pennsylvania
$398K
CC
844
Claybrook Capital
Massachusetts
$398K +$363K +3,846 New
FF
845
FourThought Financial
Florida
$397K -$4.81K -51 -1%
SFO
846
Standard Family Office
South Dakota
$397K
DACG
847
Donor Advised Charitable Giving
California
$396K
CCM
848
Community Capital Management
Florida
$395K
WMP
849
Wealth Management Partners
Arizona
$393K +$21.2K +225 +6%
CLOS
850
Compagnie Lombard Odier SCmA
Switzerland
$392K -$311K -3,300 -47%

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.