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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
ME
1026
McIlrath & Eck
Washington
$153K
OAJ
1027
Ogorek Anthony Joseph
New York
$152K
Capstone Investment Advisors
1028
Capstone Investment Advisors
New York
$147K -$1.02M -10,779 -88%
IFAM
1029
Institutional & Family Asset Management
Colorado
$140K
ED
1030
Exane Derivatives
France
$139K -$46.7K -495 -28%
CAGAS
1031
Capital Advisory Group Advisory Services
Minnesota
$139K
TCOV
1032
Trust Company of Vermont
Vermont
$137K +$72.1K +765 +138%
TWA
1033
TCI Wealth Advisors
Arizona
$132K +$1.51K +16 +1%
LS
1034
Leelyn Smith
Illinois
$129K -$3.77K -40 -3%
Loomis, Sayles & Company
1035
Loomis, Sayles & Company
Massachusetts
$128K -$1.51K -16 -1%
PO
1036
Private Ocean
California
$124K -$21.2K -225 -16%
FWM
1037
Filbrandt Wealth Management
Wisconsin
$124K
KTC
1038
Kistler-Tiffany Companies
Pennsylvania
$124K
TH
1039
TCTC Holdings
Texas
$124K
CI
1040
CX Institutional
Indiana
$120K +$38.6K +409 +55%
AS
1041
Altshuler Shaham
Israel
$118K +$107K +1,138 New
FFC
1042
First Financial Corp
Indiana
$115K
KFP
1043
KB Financial Partners
New Jersey
$112K -$2.36K -25 -2%
AF
1044
Advisornet Financial
Minnesota
$102K
SIM
1045
Sonora Investment Management
Arizona
$101K +$92.4K +980 New
KPCM
1046
Kings Point Capital Management
New York
$99K
RFA
1047
Reilly Financial Advisors
California
$99K
NR
1048
Newfound Research
Massachusetts
$97K +$943 +10 +1%
SWA
1049
SOA Wealth Advisors
New York
$95K -$1.51K -16 -2%
AP
1050
Atwood & Palmer
Missouri
$94K

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.