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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
CWM
851
Curi Wealth Management
North Carolina
$448K -$68.7K -602 -13%
WMP
852
Wealth Management Partners
Arizona
$445K +$15.8K +138 +4%
CB
853
CNB Bank
Pennsylvania
$442K +$30.6K +268 +7%
OC
854
Oakworth Capital
Alabama
$435K
CLOS
855
Compagnie Lombard Odier SCmA
Switzerland
$428K
PCM
856
Parsons Capital Management
Rhode Island
$427K -$913 -8 -0.2%
LNWTC
857
Laird Norton Wetherby Trust Company
Washington
$427K +$14.4K +126 +3%
KPW
858
Kore Private Wealth
New York
$426K +$43.6K +382 +11%
FIM
859
Freedom Investment Management
Connecticut
$423K -$934K -8,185 -69%
BIM
860
Baldwin Investment Management
Pennsylvania
$423K -$22.8K -200 -5%
CCMW
861
Cypress Capital Management (Wyoming)
Wyoming
$422K
MCM
862
MAI Capital Management
Ohio
$422K +$86.3K +756 +25%
ABP
863
Arthur B. Page
$420K +$423K +3,708 New
MLFP
864
MPS Loria Financial Planners
Illinois
$419K
DAS
865
Dynamic Advisor Solutions
Arizona
$418K +$52.4K +459 +14%
FWM
866
Frontier Wealth Management
Missouri
$416K -$29.4K -258 -7%
CFA
867
Carroll Financial Associates
North Carolina
$416K +$2.4K +21 +0.6%
IA
868
IFP Advisors
Florida
$415K -$2.63K -23 -0.6%
WPW
869
Waldron Private Wealth
Pennsylvania
$413K +$102K +893 +32%
SFG
870
SevenBridge Financial Group
Pennsylvania
$412K -$23.9K -209 -5%
CRWM
871
Castle Rock Wealth Management
California
$412K -$228 -2 -0.1%
PMFA
872
Plante Moran Financial Advisors
Michigan
$411K +$48.3K +423 +13%
CANY
873
Caxton Associates (New York)
New York
$408K -$70.1K -614 -15%
WPW
874
Warther Private Wealth
Ohio
$408K
BBNA
875
Bremer Bank National Association
Minnesota
$405K -$63K -552 -13%

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.