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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
PFBT
1076
Parkside Financial Bank & Trust
Missouri
$64K +$1.79K +19 +3%
CFD
1077
Creative Financial Designs
Indiana
$63K
MPWT
1078
MassMutual Private Wealth & Trust
Connecticut
$63K +$41.8K +443 +267%
IRAG
1079
Investment Research & Advisory Group
Georgia
$62K
SFSIG
1080
San Francisco Sentry Investment Group
California
$62K
SWM
1081
Sugarloaf Wealth Management
Georgia
$62K
CCM
1082
Cribstone Capital Management
Maine
$61K +$55.6K +590 New
MAM
1083
McCarthy Asset Management
California
$58K +$52.9K +561 New
AF
1084
Allworth Financial
California
$57K -$24.1K -256 -32%
LWANC
1085
Laurel Wealth Advisors (North Carolina)
North Carolina
$57K -$6.5K -69 -11%
JGIA
1086
Jackson Grant Investment Advisers
Connecticut
$57K +$2.54K +27 +5%
TFO
1087
Tarbox Family Office
California
$55K
AAP
1088
Arax Advisory Partners
Colorado
$55K +$50.2K +533 New
EARNEST Partners
1089
EARNEST Partners
Georgia
$53K
GWS
1090
Glassman Wealth Services
Virginia
$53K +$3.96K +42 +9%
SPWG
1091
Sage Private Wealth Group
Illinois
$53K +$9.71K +103 +25%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1092
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$52K +$47.5K +504 New
FPS
1093
Fieldpoint Private Securities
Connecticut
$51K
AssetMark Inc
1094
AssetMark Inc
California
$51K +$12.7K +135 +38%
FFG
1095
Ford Financial Group
California
$51K +$47.2K +501 New
MSFP
1096
Mark Sheptoff Financial Planning
Connecticut
$50K
EWA
1097
Evolution Wealth Advisors
Florida
$47K
JFA
1098
JNBA Financial Advisors
Minnesota
$47K
WP
1099
WealthShield Partners
North Carolina
$47K +$42.3K +449 New
KFS
1100
Kelly Financial Services
Massachusetts
$47K +$454K +4,821 +10,257%

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.