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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
CFFP
1001
Center for Financial Planning
Michigan
$243K +$2.4K +21 +1%
BAM
1002
Belpointe Asset Management
Nevada
$243K +$68.6K +601 +39%
BWL
1003
Bogart Wealth LLC
Virginia
$242K
AWM
1004
Apollon Wealth Management
South Carolina
$242K +$5.25K +46 +2%
CCMG
1005
Clark Capital Management Group
Pennsylvania
$241K +$243K +2,131 New
BG
1006
Bahl & Gaynor
Ohio
$240K
T
1007
TOBAM
France
$240K
PL
1008
Parthenon LLC
Kentucky
$239K
WANY
1009
Wealthspire Advisors (New York)
New York
$238K +$240K +2,104 New
BA
1010
Bluesphere Advisors
Pennsylvania
$236K
WW
1011
Westshore Wealth
California
$235K -$20.3K -178 -8%
BCAM
1012
Boston Common Asset Management
Massachusetts
$235K +$1.94K +17 +0.8%
FEM
1013
Fulcrum Equity Management
Texas
$235K +$237K +2,076 New
CWM
1014
Circle Wealth Management
New Jersey
$234K -$283K -2,475 -54%
WFPG
1015
Waller Financial Planning Group
Ohio
$234K
LSPW
1016
Lake Street Private Wealth
Illinois
$234K +$16.8K +147 +8%
AC
1017
Alley Company
Illinois
$233K
MAG
1018
MRA Advisory Group
New Jersey
$233K +$571 +5 +0.2%
MAM
1019
McLean Asset Management
Virginia
$233K +$2.74K +24 +1%
BL
1020
Balentine LLC
Georgia
$233K +$235K +2,056 New
FFG
1021
Fortem Financial Group
California
$229K
JFGIW
1022
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$229K
CGA
1023
Crescent Grove Advisors
Illinois
$227K +$228K +2,001 New
CPO
1024
Cerity Partners OCIO
New York
$226K +$228K +1,996 New
OFG
1025
OmniStar Financial Group
North Carolina
$225K -$29.7K -260 -12%

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.