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Edwards Lifesciences

1,143 hedge funds and large institutions have $42.6B invested in Edwards Lifesciences in 2021 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 433 increasing their positions, 364 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $105M | Put options by funds: $74.6M

19% more repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 364

0.75% less ownership

Funds ownership: 82.71%81.97% (-0.75%)

5% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 106

1% less funds holding

Funds holding: 1,1581,143 (-15)

11% less capital invested

Capital invested by funds: $47.9B → $42.6B (-$5.25B)

44% less funds holding in top 10

Funds holding in top 10: 169 (-7)

Holders
1,143
Holders Change
-15
Holders Change %
-1.3%
% of All Funds
20.07%
Holding in Top 10
9
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-43.75%
% of All Funds
0.16%
New
101
Increased
433
Reduced
364
Closed
106
Calls
$105M
Puts
$74.6M
Net Calls
+$30.6M
Net Calls Change
-$77.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
1051
EARNEST Partners
Georgia
$43K
MSFP
1052
Mark Sheptoff Financial Planning
Connecticut
$40K
GWS
1053
Glassman Wealth Services
Virginia
$39K +$4.31K +51 +12%
FPS
1054
Fieldpoint Private Securities
Connecticut
$38K -$3.38K -40 -8%
JFA
1055
JNBA Financial Advisors
Minnesota
$38K -$2.54K -30 -6%
EWA
1056
Evolution Wealth Advisors
Florida
$38K +$5.83K +69 +18%
NIM
1057
NuWave Investment Management
New Jersey
$38K +$38K +450 New
CWP
1058
Concord Wealth Partners
Virginia
$37K +$19.4K +230 +106%
WWMSC
1059
Wagner Wealth Management (South Carolina)
South Carolina
$35K +$35.2K +416 New
SPWG
1060
Sage Private Wealth Group
Illinois
$34K
CBT
1061
Central Bank & Trust
Kentucky
$33K +$33.1K +392 New
JWA
1062
JFS Wealth Advisors
Pennsylvania
$33K +$33.2K +393 New
SL
1063
Savior LLC
Massachusetts
$32K
SIS
1064
Sound Income Strategies
Florida
$31.8K
FMB
1065
Field & Main Bank
Kentucky
$31K
SLF
1066
Sun Life Financial
Ontario, Canada
$31K +$254 +3 +0.8%
AssetMark Inc
1067
AssetMark Inc
California
$30K -$7.1K -84 -19%
JWM
1068
Janiczek Wealth Management
Colorado
$30K
VNA
1069
Valley National Advisers
Pennsylvania
$28K -$25.4K -300 -47%
PFGIA
1070
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$7.19K +85 +34%
Nisa Investment Advisors
1071
Nisa Investment Advisors
Missouri
$27.6K -$598K -7,070 -2%
NFSG
1072
Newbridge Financial Services Group
Florida
$26K -$10.1K -120 -28%
GAM
1073
Gemmer Asset Management
California
$26K
MWP
1074
Meridian Wealth Partners
Pennsylvania
$26K +$2.54K +30 +11%
TAM
1075
Tucker Asset Management
Colorado
$25.1K