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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
CWP
1101
Concord Wealth Partners
Virginia
$46K -$189 -2 -0.4%
PFGIA
1102
Patriot Financial Group Insurance Agency
Massachusetts
$46K +$9.9K +105 +31%
Jones Financial Companies
1103
Jones Financial Companies
Missouri
$45K +$37.9K +402 +1,256%
PFPT
1104
Pinnacle Financial Partners (Tennessee)
Tennessee
$45K +$41K +435 New
PWA
1105
Pinnacle Wealth Advisors
Tennessee
$45K +$41K +435 New
WWMSC
1106
Wagner Wealth Management (South Carolina)
South Carolina
$43K
IUHSA
1107
Itau Unibanco Holding S.A.
Brazil
$43K +$39.4K +418 New
CBT
1108
Central Bank & Trust
Kentucky
$41K
JWA
1109
JFS Wealth Advisors
Pennsylvania
$41K
DMBA
1110
Deseret Mutual Benefit Administrators
Utah
$41K +$37.5K +398 New
FMB
1111
Field & Main Bank
Kentucky
$39K
VNA
1112
Valley National Advisers
Pennsylvania
$35K
MGIM
1113
M&G Investment Management
United Kingdom
$34.6K +$31.2M +330,538 +12,664%
SL
1114
Savior LLC
Massachusetts
$34K -$4.52K -48 -13%
GAM
1115
Gemmer Asset Management
California
$34K +$1.7K +18 +6%
Nisa Investment Advisors
1116
Nisa Investment Advisors
Missouri
$32.4K -$1.56M -16,565 -5%
BAM
1117
Baldrige Asset Management
Pennsylvania
$31K +$28.3K +300 New
BFC
1118
Bedel Financial Consulting
Indiana
$31K +$28.3K +300 New
TFIPS
1119
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.8K
FRA
1120
Front Row Advisors
California
$28K
EFSCE
1121
Enterprise Financial Services Corp (EFSC)
Missouri
$28K +$283 +3 +1%
NFSG
1122
Newbridge Financial Services Group
Florida
$27K -$4.71K -50 -16%
LF
1123
Lee Financial
Texas
$27K
EW
1124
Evoke Wealth
California
$25K -$4.81K -51 -18%
SC
1125
Steph & Co
Wisconsin
$25K -$1.13K -12 -5%

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.