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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
PHAM
1051
Portland Hill Asset Management
United Kingdom
$93K
NSIM
1052
North Star Investment Management
Illinois
$88K
PB
1053
Pinnacle Bancorp
Nebraska
$88K
ONST
1054
Old North State Trust
North Carolina
$87K
SWA
1055
Sutton Wealth Advisors
Florida
$85.1K
PI
1056
PineBridge Investments
New York
$85K -$25.3K -268 -25%
SFP
1057
Sterling Financial Planning
New Jersey
$81K
HCP
1058
Hexagon Capital Partners
Arkansas
$79K +$3.68K +39 +5%
HFM
1059
Harvest Fund Management
China
$79K +$16.3K +173 +29%
CIM
1060
CCLA Investment Management
United Kingdom
$78K +$17.8M +188,568 +33%
SQA
1061
Simon Quick Advisors
New Jersey
$76K
HWA
1062
Heritage Wealth Advisors
Virginia
$75.8K
CWC
1063
Carolinas Wealth Consulting
North Carolina
$75K +$8.86K +94 +15%
SWM
1064
Selective Wealth Management
Virginia
$75K +$67.9K +720 New
EIP
1065
Ellis Investment Partners
Pennsylvania
$73K
GEA
1066
Glen Eagle Advisors
New Jersey
$71.5K
GLLW
1067
Graves Light Lenhart Wealth
Virginia
$70K
LC
1068
Lindbrook Capital
California
$69K +$5K +53 +9%
VCM
1069
Vigilant Capital Management
Maine
$68K +$61.6K +653 New
PWMG
1070
Prestige Wealth Management Group
New Jersey
$67K
BCFD
1071
Boit C.F. David
$67K +$61.3K +650 New
FNBOSM
1072
First National Bank of South Miami
Florida
$66K
HFA
1073
HC Financial Advisors
California
$66K
TF
1074
TimeScale Financial
Massachusetts
$65K
TWM
1075
Tradition Wealth Management
Minnesota
$64K

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.