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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
HWMA
951
Heritage Wealth Management (Arizona)
Arizona
$301K +$26K +228 +9%
SEM
952
Suncoast Equity Management
Florida
$301K +$43.9K +385 +17%
EDRH
953
Edmond de Rothschild Holding
Switzerland
$300K +$303K +2,654 New
BMC
954
Beaton Management Company
Massachusetts
$297K
APP
955
Avantax Planning Partners
Iowa
$293K
ABC
956
Associated Banc-Corp
Wisconsin
$291K
MS
957
Maven Securities
Jersey
$291K +$293K +2,567 New
ATWA
958
Arbor Trust Wealth Advisors
Michigan
$289K
B
959
Barings
North Carolina
$288K +$290K +2,544 New
ST
960
Smithfield Trust
Pennsylvania
$287K +$109K +955 +61%
GTCM
961
Gyon Technologies Capital Management
New Jersey
$287K +$290K +2,538 New
STA
962
Summit Trail Advisors
New York
$286K +$18.7K +164 +7%
HL
963
HeadInvest LLC
Maine
$285K -$6.96K -61 -2%
ANTB
964
AMG National Trust Bank
Colorado
$283K
MFG
965
Menard Financial Group
Texas
$281K -$2.4K -21 -0.8%
CAM
966
Cypress Asset Management
Texas
$280K
RBFC
967
Roman Butler Fullerton & Co
Missouri
$280K
WG
968
Welch Group
Alabama
$278K +$56.3K +493 +25%
HPWM
969
Highland Private Wealth Management
Washington
$276K +$6.05K +53 +2%
OIA
970
Optimum Investment Advisors
Illinois
$275K
WFI
971
West Family Investments
California
$273K +$15.1K +132 +6%
VF
972
Virtu Financial
New York
$273K +$275K +2,412 New
EFM
973
E Fund Management
China
$273K +$276K +2,415 New
CBT
974
CoreFirst Bank & Trust
Kansas
$272K
PIM
975
Penobscot Investment Management
Massachusetts
$272K

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.