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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
HWMA
951
Heritage Wealth Management (Arizona)
Arizona
$251K -$43.3K -459 -16%
GSWM
952
Golden State Wealth Management
California
$249K -$56.6K -600 -20%
CBT
953
CoreFirst Bank & Trust
Kansas
$249K
PIM
954
Penobscot Investment Management
Massachusetts
$249K
VWM
955
Valley Wealth Managers
New Jersey
$249K
PWM
956
Prentice Wealth Management
New York
$249K +$226K +2,400 New
HPWM
957
Highland Private Wealth Management
Washington
$247K +$225K +2,385 New
CWP
958
Capital Wealth Planning
Florida
$246K -$2.64K -28 -1%
CCA
959
Column Capital Advisors
Indiana
$245K -$5K -53 -2%
STA
960
Summit Trail Advisors
New York
$245K +$223K +2,362 New
JWM
961
Jeppson Wealth Management
California
$245K +$223K +2,371 New
G
962
GenTrust
Florida
$243K +$221K +2,345 New
GIA
963
Gladstone Institutional Advisory
Florida
$242K +$220K +2,338 New
HCM
964
HMS Capital Management
Tennessee
$240K +$219K +2,322 New
ACM
965
Advisors Capital Management
New Jersey
$239K +$218K +2,312 New
PCG
966
Private Capital Group
Connecticut
$237K -$1.79K -19 -0.8%
WFI
967
West Family Investments
California
$236K +$215K +2,278 New
PP
968
Pegasus Partners
Wisconsin
$235K +$213K +2,265 New
SEM
969
Suncoast Equity Management
Florida
$235K +$214K +2,270 New
SFS
970
Strategic Financial Services
New York
$235K +$214K +2,273 New
WW
971
Westshore Wealth
California
$234K +$213K +2,255 New
MCG
972
MACRO Consulting Group
New Jersey
$233K +$212K +2,250 New
OFG
973
OmniStar Financial Group
North Carolina
$233K +$212K +2,251 New
QIM
974
Quantitative Investment Management
Virginia
$232K -$147K -1,557 -41%
AWM
975
Altium Wealth Management
New York
$230K -$23.9K -254 -10%

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.