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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
AWM
1126
Avondale Wealth Management
Texas
$25K
SIS
1127
Sound Income Strategies
Florida
$24K -$13.9K -147 -39%
LWP
1128
Lumature Wealth Partners
Georgia
$23K +$10.7K +113 +105%
AIG
1129
American International Group
New York
$21.9K +$584K +6,193 +3%
APWA
1130
Atlas Private Wealth Advisors
New Jersey
$19K
CFN
1131
Cordasco Financial Network
Florida
$19K
PWA
1132
Phoenix Wealth Advisors
North Carolina
$19K
GI
1133
Gradient Investments
Minnesota
$17K
JCM
1134
Jacobi Capital Management
Pennsylvania
$17K
RA
1135
Resolute Advisors
California
$17K
JWM
1136
Janiczek Wealth Management
Colorado
$16K -$19.8K -210 -58%
H
1137
Hexavest
Quebec, Canada
$16K -$3.58K -38 -20%
BWM
1138
BerganKDV Wealth Management
Minnesota
$16K
FMTCOCP
1139
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16K
IRC
1140
Investors Research Corp
Georgia
$16K
FWM
1141
Focused Wealth Management
New York
$15K
FFA
1142
Freedman Financial Associates
Massachusetts
$14K
MCM
1143
Manchester Capital Management
Vermont
$13K +$6.22K +66 +110%
NSB
1144
Norway Savings Bank
Maine
$12K
WAS
1145
Winch Advisory Services
Wisconsin
$12K
FI
1146
FormulaFolio Investments
Michigan
$11K
WPA
1147
West Paces Advisors
Georgia
$10.6K
AFS
1148
Annapolis Financial Services
Maryland
$10K
MA
1149
MCF Advisors
Kentucky
$10K
VCM
1150
Versant Capital Management
Arizona
$10K

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.