We are live on ! Find out more
EW icon

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
MPWT
1126
MassMutual Private Wealth & Trust
Connecticut
$65K -$4.11K -36 -6%
NR
1127
Newfound Research
Massachusetts
$64K -$42.5K -372 -40%
WTC
1128
WhitTier Trust Company
Nevada
$64K +$64K +561 New
PWMG
1129
Prestige Wealth Management Group
New Jersey
$63K -$11.4K -100 -15%
LWANC
1130
Laurel Wealth Advisors (North Carolina)
North Carolina
$63K
HIIFS
1131
Harel Insurance Investments & Financial Services
Israel
$62K -$158K -1,388 -72%
JGIA
1132
Jackson Grant Investment Advisers
Connecticut
$62K
TFO
1133
Tarbox Family Office
California
$60K
EARNEST Partners
1134
EARNEST Partners
Georgia
$58K
SPWG
1135
Sage Private Wealth Group
Illinois
$58K
CFO
1136
CVA Family Office
Colorado
$56K -$156K -1,364 -66%
FPS
1137
Fieldpoint Private Securities
Connecticut
$56K +$5.37K +47 +10%
AAP
1138
Arax Advisory Partners
Colorado
$54K -$6.62K -58 -11%
MSFP
1139
Mark Sheptoff Financial Planning
Connecticut
$54K
FMB
1140
Field & Main Bank
Kentucky
$54K +$11.4K +100 +27%
GKWIM
1141
Gerber Kawasaki Wealth & Investment Management
California
$54K +$55.1K +483 New
KIG
1142
Kowal Investment Group
Wisconsin
$53K +$53.1K +465 New
CWC
1143
Carolinas Wealth Consulting
North Carolina
$52K -$30K -263 -36%
JFA
1144
JNBA Financial Advisors
Minnesota
$51K
PFGIA
1145
Patriot Financial Group Insurance Agency
Massachusetts
$50K
WWMSC
1146
Wagner Wealth Management (South Carolina)
South Carolina
$50K
MGIM
1147
M&G Investment Management
United Kingdom
$49.3K +$11.8M +102,943 +31%
DMBA
1148
Deseret Mutual Benefit Administrators
Utah
$45K
CBT
1149
Central Bank & Trust
Kentucky
$44K
JWA
1150
JFS Wealth Advisors
Pennsylvania
$44K

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.