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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
FANJ
926
Financial Architects (New Jersey)
New Jersey
$280K
GIM
927
Groesbeck Investment Management
New Jersey
$280K
WA
928
Waverly Advisors
Alabama
$277K +$231K +2,449 New
SMA
929
Sage Mountain Advisors
Georgia
$276K +$22.1K +234 +10%
MPAM
930
Murphy Pohlad Asset Management
Minnesota
$275K
BAM
931
Blueshift Asset Management
New Jersey
$274K +$249K +2,642 New
BMC
932
Beaton Management Company
Massachusetts
$272K
PMAS
933
PNC Managed Account Solutions
Texas
$268K +$244K +2,587 New
APP
934
Avantax Planning Partners
Iowa
$268K +$244K +2,588 New
HL
935
HeadInvest LLC
Maine
$267K +$9.71K +103 +4%
ABC
936
Associated Banc-Corp
Wisconsin
$267K +$242K +2,571 New
QP
937
Quilter Plc
United Kingdom
$265K
ATWA
938
Arbor Trust Wealth Advisors
Michigan
$264K
EWA
939
Exencial Wealth Advisors
Oklahoma
$262K +$2.54K +27 +1%
RBFC
940
Roman Butler Fullerton & Co
Missouri
$261K
PWM
941
Perigon Wealth Management
California
$260K +$2.54K +27 +1%
AIC
942
Ameritas Investment Company
Nebraska
$259K -$967K -10,257 -89%
ANTB
943
AMG National Trust Bank
Colorado
$259K
FG
944
Fiduciary Group
Georgia
$259K
MFG
945
Menard Financial Group
Texas
$259K +$236K +2,504 New
CICI
946
Capital Investment Counsel Inc
North Carolina
$257K +$7.54K +80 +3%
CAM
947
Cypress Asset Management
Texas
$256K
Nomura Holdings
948
Nomura Holdings
Japan
$255K -$36.3K -385 -14%
OPS
949
Orion Portfolio Solutions
Nebraska
$255K -$3.68K -39 -2%
OIA
950
Optimum Investment Advisors
Illinois
$252K -$6.6K -70 -3%

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.