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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
SA
976
Strategic Advisors
New York
$230K +$210K +2,226 New
MSR
977
Main Street Research
Connecticut
$228K +$207K +2,200 New
TIA
978
Tiemann Investment Advisors
California
$227K +$207K +2,195 New
EFS
979
Essex Financial Services
Connecticut
$226K +$206K +2,185 New
MFA
980
Mayflower Financial Advisors
Massachusetts
$225K +$205K +2,176 New
BJL
981
Brighton Jones LLC
Washington
$223K +$203K +2,150 New
AFG
982
Allegheny Financial Group
Pennsylvania
$223K +$203K +2,154 New
EP
983
Eudaimonia Partners
Tennessee
$222K +$17.6K +187 +10%
SVWAG
984
Sound View Wealth Advisors Group
Georgia
$222K +$202K +2,144 New
CISOA
985
Capital Investment Services of America
Wisconsin
$222K +$202K +2,148 New
BWL
986
Bogart Wealth LLC
Virginia
$221K
FHA
987
First Horizon Advisors
Tennessee
$220K +$33.7K +357 +20%
CFFP
988
Center for Financial Planning
Michigan
$220K +$53.7K +570 +37%
BG
989
Bahl & Gaynor
Ohio
$220K +$200K +2,124 New
T
990
TOBAM
France
$219K
PL
991
Parthenon LLC
Kentucky
$219K +$199K +2,112 New
Assenagon Asset Management
992
Assenagon Asset Management
Luxembourg
$218K +$198K +2,104 New
AWM
993
Apollon Wealth Management
South Carolina
$217K +$197K +2,093 New
BA
994
Bluesphere Advisors
Pennsylvania
$216K -$129K -1,369 -40%
FWP
995
FAS Wealth Partners
Kansas
$215K +$196K +2,075 New
CFO
996
CVA Family Office
Colorado
$214K +$88.5K +939 +83%
WFPG
997
Waller Financial Planning Group
Ohio
$214K +$195K +2,064 New
AC
998
Alley Company
Illinois
$213K +$194K +2,055 New
MAG
999
MRA Advisory Group
New Jersey
$213K +$194K +2,055 New
BCAM
1000
Boston Common Asset Management
Massachusetts
$213K +$194K +2,056 New

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.