We are live on ! Find out more
EW icon

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
AC
876
Alexandria Capital
Virginia
$404K +$32K +280 +9%
HWAM
877
Hennion & Walsh Asset Management
New Jersey
$402K -$162K -1,418 -29%
WA
878
Wealth Architects
California
$400K +$228 +2 +0.1%
GC
879
Grace Capital
Massachusetts
$400K +$17.7K +155 +5%
OIA
880
OneDigital Investment Advisors
Kansas
$398K -$73.8K -647 -16%
TPM
881
Triasima Portfolio Management
Quebec, Canada
$395K +$21.1K +185 +6%
SS
882
Simplicity Solutions
Minnesota
$391K +$39.3K +344 +11%
WMA
883
Wealth Management Associates
New Jersey
$390K
PCM
884
Prelude Capital Management
New York
$390K +$393K +3,443 New
ZB
885
Zions Bancorporation
Utah
$389K -$49.2K -431 -11%
DSC
886
Duncker Streett & Co
Missouri
$389K
CNBT
887
Cornerstone National Bank & Trust
Illinois
$386K
Voloridge Investment Management
888
Voloridge Investment Management
Florida
$384K -$4.64M -40,614 -92%
SDWMA
889
Schneider Downs Wealth Management Advisors
Pennsylvania
$384K +$63.3K +555 +20%
AWP
890
Ascent Wealth Partners
New York
$383K -$114 -1 -0%
MC
891
Middleton & Co
Massachusetts
$383K +$386K +3,385 New
EN1L
892
Engine No 1 LLC
California
$381K +$158K +1,386 +70%
OPS
893
Orion Portfolio Solutions
Nebraska
$379K +$101K +886 +36%
KFS
894
Kurt F. Somerville
$375K +$378K +3,310 New
FF
895
FourThought Financial
Florida
$374K -$60.4K -529 -14%
WAG
896
Winthrop Advisory Group
Massachusetts
$374K -$40.5K -355 -10%
PWPS
897
Pinnacle Wealth Planning Services
Ohio
$374K +$2.85K +25 +0.8%
MC
898
Machina Capital
France
$374K +$377K +3,300 New
5L
899
55I LLC
Massachusetts
$369K -$57.3K -502 -13%
MFG
900
MidWestOne Financial Group
Iowa
$367K +$370K +3,240 New

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.