We are live on ! Find out more
EW icon

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
PCM
851
Parsons Capital Management
Rhode Island
$391K +$189 +2 +0.1%
AG
852
AIA Group
Hong Kong
$391K +$358K +3,798 New
5L
853
55I LLC
Massachusetts
$390K +$10.5K +111 +3%
CCMW
854
Cypress Capital Management (Wyoming)
Wyoming
$386K
CRWM
855
Castle Rock Wealth Management
California
$386K +$1.7K +18 +0.5%
MLFP
856
MPS Loria Financial Planners
Illinois
$384K
WPW
857
Warther Private Wealth
Ohio
$381K +$342K +3,631 New
CIA
858
Capital Investment Advisors
Georgia
$380K +$32K +340 +10%
IA
859
IFP Advisors
Florida
$379K -$1.35M -14,341 -80%
WAG
860
Winthrop Advisory Group
Massachusetts
$379K -$60.2K -639 -15%
LNWTC
861
Laird Norton Wetherby Trust Company
Washington
$378K -$6.13K -65 -2%
CFA
862
Carroll Financial Associates
North Carolina
$378K +$2.64K +28 +0.8%
CB
863
CNB Bank
Pennsylvania
$376K +$15.1K +160 +5%
SAMC
864
Spectrum Asset Management (California)
California
$369K
WA
865
Wealth Architects
California
$366K +$22.2K +236 +7%
WMA
866
Wealth Management Associates
New Jersey
$357K
DSC
867
Duncker Streett & Co
Missouri
$356K +$38.6K +410 +14%
AFM
868
Andesa Financial Management
Pennsylvania
$356K +$80.7K +856 +33%
CNBT
869
Cornerstone National Bank & Trust
Illinois
$353K -$1.51K -16 -0.5%
SB
870
Strategic Blueprint
Georgia
$352K -$44.1K -468 -12%
AWP
871
Ascent Wealth Partners
New York
$350K +$19.9K +211 +7%
KPW
872
Kore Private Wealth
New York
$350K +$23K +244 +8%
GC
873
Grace Capital
Massachusetts
$350K +$24.5K +260 +8%
C
874
Certuity
Florida
$347K +$37K +392 +13%
AWM
875
Act Wealth Management
Texas
$342K

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.