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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
TWA
1076
TCI Wealth Advisors
Arizona
$146K +$2.06K +18 +1%
CI
1077
CX Institutional
Indiana
$141K +$10.2K +89 +8%
ED
1078
Exane Derivatives
France
$140K -$7.42K -65 -5%
Loomis, Sayles & Company
1079
Loomis, Sayles & Company
Massachusetts
$140K
FWM
1080
Filbrandt Wealth Management
Wisconsin
$139K +$3.54K +31 +3%
KTC
1081
Kistler-Tiffany Companies
Pennsylvania
$136K
TH
1082
TCTC Holdings
Texas
$136K
LS
1083
Leelyn Smith
Illinois
$125K -$16.6K -145 -12%
FFC
1084
First Financial Corp
Indiana
$125K
GWS
1085
Glassman Wealth Services
Virginia
$124K +$66.3K +581 +114%
AS
1086
Altshuler Shaham
Israel
$122K -$7.76K -68 -6%
H
1087
Hexavest
Quebec, Canada
$120K +$103K +905 +599%
FGAM
1088
Financial Gravity Asset Management
Texas
$113K +$228 +2 New
SWM
1089
Selective Wealth Management
Virginia
$112K +$30.8K +270 +38%
SIM
1090
Sonora Investment Management
Arizona
$111K
KPCM
1091
Kings Point Capital Management
New York
$109K
FMT
1092
First Mercantile Trust
Tennessee
$108K -$1.67M -14,617 -94%
RFA
1093
Reilly Financial Advisors
California
$108K
SWA
1094
SOA Wealth Advisors
New York
$103K -$457 -4 -0.4%
AP
1095
Atwood & Palmer
Missouri
$103K
PHAM
1096
Portland Hill Asset Management
United Kingdom
$101K
NSIM
1097
North Star Investment Management
Illinois
$96K
ONST
1098
Old North State Trust
North Carolina
$95K
PPWM
1099
PFG Private Wealth Management
Florida
$94K +$94.4K +827 New
SWA
1100
Sutton Wealth Advisors
Florida
$93.5K +$457 +4 +0.5%

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.