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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
PWM
976
Prentice Wealth Management
New York
$272K
JWM
977
Jeppson Wealth Management
California
$268K
PTP
978
Platform Technology Partners
New York
$266K -$99.9K -875 -27%
FG
979
Fiduciary Group
Georgia
$265K
HCM
980
HMS Capital Management
Tennessee
$263K
MA
981
Mutual Advisors
Nebraska
$263K +$41.1K +360 +18%
BS
982
Banco Santander
Spain
$263K +$265K +2,319 New
DIA
983
Dana Investment Advisors
Wisconsin
$260K -$327K -2,866 -55%
CCA
984
Column Capital Advisors
Indiana
$260K -$7.42K -65 -3%
LPIC
985
LeJeune Puetz Investment Counsel
Michigan
$258K -$214K -1,875 -45%
PCG
986
Private Capital Group
Connecticut
$256K -$3.65K -32 -1%
CC
987
Cypress Capital
Tennessee
$254K +$256K +2,240 New
PP
988
Pegasus Partners
Wisconsin
$252K -$4.45K -39 -2%
SA
989
Strategic Advisors
New York
$252K
AWM
990
Altium Wealth Management
New York
$251K
BJL
991
Brighton Jones LLC
Washington
$250K +$7.08K +62 +3%
GSWM
992
Golden State Wealth Management
California
$249K -$22.8K -200 -8%
MSR
993
Main Street Research
Connecticut
$249K
XSC
994
X-Square Capital
Puerto Rico
$248K +$250K +2,192 New
MFA
995
Mayflower Financial Advisors
Massachusetts
$247K -$3.54K -31 -1%
LP
996
LMR Partners
United Kingdom
$245K -$1.88M -16,445 -88%
MW
997
Marcum Wealth
Ohio
$245K +$247K +2,163 New
AFG
998
Allegheny Financial Group
Pennsylvania
$244K
CISOA
999
Capital Investment Services of America
Wisconsin
$243K
SVWAG
1000
Sound View Wealth Advisors Group
Georgia
$243K

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.