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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
PWP
1026
Principle Wealth Partners
Connecticut
$225K
AWA
1027
Aaron Wealth Advisors
Illinois
$225K +$227K +1,989 New
TIA
1028
Tiemann Investment Advisors
California
$224K -$25.1K -220 -10%
ESB
1029
Essex Savings Bank
Connecticut
$222K +$216K +1,888 New
PCS
1030
Personal CFO Solutions
New Jersey
$222K +$224K +1,964 New
CWP
1031
Capital Wealth Planning
Florida
$221K -$48.6K -426 -18%
EFS
1032
Essex Financial Services
Connecticut
$220K -$27.4K -240 -11%
VC
1033
Veery Capital
Delaware
$220K +$222K +1,945 New
NFG
1034
Next Financial Group
Texas
$219K +$27.1K +237 +14%
SB
1035
Strategic Blueprint
Georgia
$218K -$168K -1,469 -43%
LA
1036
Latitude Advisors
Florida
$218K +$220K +1,928 New
DBRC
1037
D.B. Root & Company
Pennsylvania
$218K +$220K +1,929 New
BI
1038
Ballast Inc
Kentucky
$217K +$219K +1,920 New
BWP
1039
BSW Wealth Partners
Colorado
$215K +$217K +1,902 New
WI
1040
WrapManager Inc
California
$213K +$214K +1,878 New
BIP
1041
Blueprint Investment Partners
North Carolina
$213K +$214K +1,879 New
BP
1042
Ballentine Partners
Massachusetts
$211K +$213K +1,862 New
GA
1043
Geller Advisors
New York
$209K -$13.8K -121 -6%
WLPWM
1044
Walled Lake Planning & Wealth Management
Illinois
$209K
CAM
1045
Crestone Asset Management
Colorado
$209K +$211K +1,849 New
RT
1046
Rockland Trust
Massachusetts
$208K +$210K +1,840 New
LBD
1047
Landsberg Bennett & Dubbaneh
Florida
$208K +$212K +1,854 New
SQA
1048
Simon Quick Advisors
New Jersey
$207K +$125K +1,099 +150%
PCP
1049
Proficio Capital Partners
Massachusetts
$207K +$208K +1,826 New
CAM
1050
Close Asset Management
United Kingdom
$206K

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.