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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
EBA
1101
Eagle Bay Advisors
New York
$93K +$94.5K +828 New
PI
1102
PineBridge Investments
New York
$91K -$2.06K -18 -2%
HCP
1103
Hexagon Capital Partners
Arkansas
$87K
SFP
1104
Sterling Financial Planning
New Jersey
$83K -$5.71K -50 -6%
HWA
1105
Heritage Wealth Advisors
Virginia
$82.9K
EIP
1106
Ellis Investment Partners
Pennsylvania
$80K
PFBT
1107
Parkside Financial Bank & Trust
Missouri
$79K +$9.59K +84 +14%
MUMSS
1108
Mitsubishi UFJ Morgan Stanley Securities
Japan
$79K +$79.9K +700 New
GLLW
1109
Graves Light Lenhart Wealth
Virginia
$76K
GEA
1110
Glen Eagle Advisors
New Jersey
$75.5K -$2.63K -23 -3%
LC
1111
Lindbrook Capital
California
$75K -$228 -2 -0.3%
PFPT
1112
Pinnacle Financial Partners (Tennessee)
Tennessee
$74K +$25.1K +220 +51%
DFCM
1113
Dark Forest Capital Management
Puerto Rico
$74K +$74.2K +650 New
BCFD
1114
Boit C.F. David
$73K
IUHSA
1115
Itau Unibanco Holding S.A.
Brazil
$73K +$26.3K +230 +55%
PB
1116
Pinnacle Bancorp
Nebraska
$72K -$24.5K -215 -25%
FNBOSM
1117
First National Bank of South Miami
Florida
$72K
HFA
1118
HC Financial Advisors
California
$72K
TF
1119
TimeScale Financial
Massachusetts
$71K
VCM
1120
Vigilant Capital Management
Maine
$70K -$3.54K -31 -5%
TWM
1121
Tradition Wealth Management
Minnesota
$70K
CFD
1122
Creative Financial Designs
Indiana
$69K
TCWM
1123
Total Clarity Wealth Management
Illinois
$69K +$69.2K +606 New
IRAG
1124
Investment Research & Advisory Group
Georgia
$68K
SWM
1125
Sugarloaf Wealth Management
Georgia
$68K

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.