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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
EWM
901
Evercore Wealth Management
New York
$366K
CWM
902
Connecticut Wealth Management
Connecticut
$363K +$9.25K +81 +3%
CB
903
Cadence Bank
Mississippi
$360K
CG
904
CFO4Life Group
Texas
$360K +$34.2K +300 +10%
PWAG
905
Polaris Wealth Advisory Group
California
$357K
NL
906
NWAM LLC
Washington
$355K +$358K +3,139 New
MA
907
Mezzasalma Advisors
New Jersey
$352K
CA
908
Clearstead Advisors
Ohio
$350K -$12.2K -107 -3%
JWCA
909
J.W. Cole Advisors
Florida
$349K -$1.14K -10 -0.3%
MPW
910
Monterey Private Wealth
California
$348K
KP
911
Keel Point
Alabama
$347K -$3.2K -28 -0.9%
RAM
912
Roanoke Asset Management
New Jersey
$346K
GVAG
913
Great Valley Advisor Group
Delaware
$341K +$344K +3,012 New
AA
914
ALPS Advisors
Colorado
$340K -$133K -1,169 -28%
SOAMC
915
Spirit of America Management Corp
New York
$340K
KCM
916
Kathmere Capital Management
Pennsylvania
$338K +$12.4K +109 +4%
MJRIC
917
Mogy Joel R Investment Counsel
California
$336K
CAM
918
Columbia Asset Management
Michigan
$335K
NFG
919
Nadler Financial Group
Illinois
$335K
FWP
920
FAS Wealth Partners
Kansas
$334K +$99.4K +871 +42%
WA
921
Waverly Advisors
Alabama
$331K +$50.8K +445 +18%
DHFB
922
Dixon Hubard Feinour & Brown
Virginia
$329K +$1.71K +15 +0.5%
KFI
923
Key Financial Inc
Pennsylvania
$328K +$2.06K +18 +0.6%
AIC
924
Ameritas Investment Company
Nebraska
$328K +$184K +1,614 +126%
QTM
925
qPULA Trading Management
New York
$328K +$330K +2,894 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.