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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
MAM
1001
McLean Asset Management
Virginia
$210K +$185K +1,967 New
JFGIW
1002
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$209K
FFG
1003
Fortem Financial Group
California
$209K +$190K +2,020 New
BAIA
1004
Bel Air Investment Advisors
California
$207K -$47K -499 -20%
IC
1005
Inscription Capital
Texas
$206K +$187K +1,986 New
PWP
1006
Principle Wealth Partners
Connecticut
$206K +$187K +1,986 New
CC
1007
Codex Capital
New York
$206K +$189K +2,000 New
EN1L
1008
Engine No 1 LLC
California
$205K +$187K +1,979 New
MA
1009
Mutual Advisors
Nebraska
$203K +$185K +1,960 New
WG
1010
Welch Group
Alabama
$203K +$185K +1,960 New
GA
1011
Geller Advisors
New York
$203K +$185K +1,964 New
LSPW
1012
Lake Street Private Wealth
Illinois
$201K +$181K +1,920 New
NPT
1013
Nixon Peabody Trust
Massachusetts
$200K +$182K +1,934 New
WLPWM
1014
Walled Lake Planning & Wealth Management
Illinois
$191K
CAM
1015
Close Asset Management
United Kingdom
$189K
FPA
1016
First Pacific Advisors
California
$188K
CT
1017
Caldwell Trust
Florida
$186K
HFS
1018
Hantz Financial Services
Michigan
$186K
HI
1019
Hudock Inc
Pennsylvania
$177K
NFG
1020
Next Financial Group
Texas
$176K +$5.09K +54 +3%
SSB
1021
Sandy Spring Bank
Maryland
$165K +$63.3K +672 +73%
ST
1022
Smithfield Trust
Pennsylvania
$163K
BAM
1023
Belpointe Asset Management
Nevada
$160K +$146K +1,546 New
SOW
1024
State of Wyoming
Wyoming
$159K +$8.67K +92 +6%
CTC
1025
Central Trust Company
Missouri
$154K +$4.05K +43 +3%

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.