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Edwards Lifesciences

1,143 hedge funds and large institutions have $42.6B invested in Edwards Lifesciences in 2021 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 433 increasing their positions, 364 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $105M | Put options by funds: $74.6M

19% more repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 364

0.75% less ownership

Funds ownership: 82.71%81.97% (-0.75%)

5% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 106

1% less funds holding

Funds holding: 1,1581,143 (-15)

11% less capital invested

Capital invested by funds: $47.9B → $42.6B (-$5.25B)

44% less funds holding in top 10

Funds holding in top 10: 169 (-7)

Holders
1,143
Holders Change
-15
Holders Change %
-1.3%
% of All Funds
20.07%
Holding in Top 10
9
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-43.75%
% of All Funds
0.16%
New
101
Increased
433
Reduced
364
Closed
106
Calls
$105M
Puts
$74.6M
Net Calls
+$30.6M
Net Calls Change
-$77.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
951
Orion Portfolio Solutions
Nebraska
$209K -$3.3K -39 -2%
OIA
952
Optimum Investment Advisors
Illinois
$209K -$1.52K -18 -0.7%
ANTB
953
AMG National Trust Bank
Colorado
$209K
EWA
954
Exencial Wealth Advisors
Oklahoma
$209K +$12.3K +145 +6%
BAIA
955
Bel Air Investment Advisors
California
$209K +$211K +2,499 New
PWM
956
Perigon Wealth Management
California
$208K +$210K +2,486 New
BP
957
BBR Partners
New York
$208K +$210K +2,487 New
AWM
958
Altium Wealth Management
New York
$207K -$14.5K -171 -6%
CAM
959
Cypress Asset Management
Texas
$207K
HL
960
HeadInvest LLC
Maine
$207K +$209K +2,475 New
WA
961
WESPAC Advisors
California
$205K
SMA
962
Sage Mountain Advisors
Georgia
$203K +$1.52K +18 +0.7%
CCA
963
Column Capital Advisors
Indiana
$202K -$21.8K -258 -10%
CICI
964
Capital Investment Counsel Inc
North Carolina
$201K -$101K -1,200 -33%
CBT
965
CoreFirst Bank & Trust
Kansas
$201K
PIM
966
Penobscot Investment Management
Massachusetts
$201K
VWM
967
Valley Wealth Managers
New Jersey
$201K
CWP
968
Capital Wealth Planning
Florida
$201K +$203K +2,407 New
Twin Tree Management
969
Twin Tree Management
Texas
$200K -$1.32M -15,569 -87%
PCG
970
Private Capital Group
Connecticut
$193K -$9.55K -113 -5%
BWL
971
Bogart Wealth LLC
Virginia
$179K
T
972
TOBAM
France
$177K
BCA
973
Berman Capital Advisors
Georgia
$174K +$32.6K +386 +23%
JFGIW
974
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$169K -$76K -899 -31%
EP
975
Eudaimonia Partners
Tennessee
$164K +$8.88K +105 +6%