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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
TPM
876
Triasima Portfolio Management
Quebec, Canada
$342K +$9.43K +100 +3%
AC
877
Alexandria Capital
Virginia
$341K
CCM
878
Coldstream Capital Management
Washington
$340K +$32.1K +341 +12%
PWPS
879
Pinnacle Wealth Planning Services
Ohio
$339K +$943 +10 +0.3%
PP
880
Paloma Partners
Connecticut
$337K -$229K -2,429 -43%
PWAG
881
Polaris Wealth Advisory Group
California
$337K +$9.33K +99 +3%
DAS
882
Dynamic Advisor Solutions
Arizona
$335K -$116K -1,227 -27%
EWM
883
Evercore Wealth Management
New York
$335K +$2.54K +27 +0.8%
BCA
884
Berman Capital Advisors
Georgia
$335K +$110K +1,162 +55%
PTP
885
Platform Technology Partners
New York
$334K +$304K +3,228 New
PMFA
886
Plante Moran Financial Advisors
Michigan
$332K -$152K -1,610 -33%
MPW
887
Monterey Private Wealth
California
$331K +$8.2K +87 +3%
CA
888
Clearstead Advisors
Ohio
$331K +$12K +127 +4%
CB
889
Cadence Bank
Mississippi
$329K
KFI
890
Key Financial Inc
Pennsylvania
$324K
CWM
891
Connecticut Wealth Management
Connecticut
$324K +$4.43K +47 +2%
MA
892
Mezzasalma Advisors
New Jersey
$322K
PAA
893
Peregrine Asset Advisers
Oregon
$322K
SS
894
Simplicity Solutions
Minnesota
$322K +$43.5K +461 +17%
FRM
895
Fox Run Management
Connecticut
$322K +$293K +3,108 New
JWCA
896
J.W. Cole Advisors
Florida
$320K -$17.8K -189 -6%
KP
897
Keel Point
Alabama
$320K +$11.1K +118 +4%
FCH
898
Freestone Capital Holdings
Washington
$320K +$16.2K +172 +6%
RAM
899
Roanoke Asset Management
New Jersey
$317K
SOAMC
900
Spirit of America Management Corp
New York
$311K

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.