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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
IC
826
Intersect Capital
California
$504K +$15.6K +137 +3%
CFG
827
Cooper Financial Group
California
$503K
CIA
828
Choate Investment Advisors
Massachusetts
$502K -$3.42K -30 -0.7%
IEFM
829
IQ EQ Fund Management
Ireland
$501K
RSC
830
Red Spruce Capital
Pennsylvania
$499K +$3.88K +34 +0.8%
BFA
831
Beaumont Financial Advisors
Massachusetts
$489K -$114K -1,000 -19%
CCM
832
Coldstream Capital Management
Washington
$486K +$321K +2,808 +85%
RA
833
RFG Advisory
Alabama
$484K -$17.8K -156 -4%
CMI
834
Clare Market Investments
Texas
$482K
IF
835
Intrua Financial
Texas
$473K +$48.3K +423 +12%
LCM
836
Logan Capital Management
Pennsylvania
$471K
DWT
837
Dorsey & Whitney Trust
South Dakota
$470K +$13.2K +116 +3%
BEAM
838
Baker Ellis Asset Management
Washington
$469K -$11.4K -100 -2%
RMCM
839
Reynders McVeigh Capital Management
Massachusetts
$466K
1CP
840
17 Capital Partners
Arizona
$465K +$2.85K +25 +0.6%
AF
841
Allworth Financial
California
$462K +$403K +3,529 +644%
SCM
842
Shelton Capital Management
Colorado
$461K
FNT
843
First National Trust
Pennsylvania
$459K -$46K -403 -9%
AAM
844
AR Asset Management
California
$455K
MCA
845
Magnolia Capital Advisors
Mississippi
$455K +$459K +4,021 New
VWM
846
Valley Wealth Managers
New Jersey
$454K +$184K +1,615 +67%
DY
847
Dowling & Yahnke
California
$452K
CIA
848
Capital Investment Advisors
Georgia
$452K +$37.1K +325 +9%
FCH
849
Freestone Capital Holdings
Washington
$451K +$102K +892 +29%
BW
850
Bison Wealth
Georgia
$449K

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.