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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
MAM
1151
McCarthy Asset Management
California
$42K -$21.6K -189 -34%
BIA
1152
Bell Investment Advisors
California
$39K +$39.4K +345 New
CH
1153
Canton Hathaway
Rhode Island
$36K +$36K +315 New
VNA
1154
Valley National Advisers
Pennsylvania
$35K -$2.97K -26 -8%
Nisa Investment Advisors
1155
Nisa Investment Advisors
Missouri
$34.8K -$619K -5,420 -2%
BAM
1156
Baldrige Asset Management
Pennsylvania
$34K
BFC
1157
Bedel Financial Consulting
Indiana
$34K
WOC
1158
West Oak Capital
California
$34K +$34.2K +300 New
TFIPS
1159
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32.6K
CWP
1160
Concord Wealth Partners
Virginia
$31K -$18.9K -166 -37%
LF
1161
Lee Financial
Texas
$30K
LWM
1162
Liberty Wealth Management
California
$29K +$21.9K +192 +362%
AWM
1163
Avondale Wealth Management
Texas
$27K
FRA
1164
Front Row Advisors
California
$27K
SC
1165
Steph & Co
Wisconsin
$27K
SIS
1166
Sound Income Strategies
Florida
$26K
EWA
1167
Evolution Wealth Advisors
Florida
$25K -$26K -228 -50%
EW
1168
Evoke Wealth
California
$24K -$2.74K -24 -10%
NFSG
1169
Newbridge Financial Services Group
Florida
$23K -$6.85K -60 -23%
APWA
1170
Atlas Private Wealth Advisors
New Jersey
$21K
CFN
1171
Cordasco Financial Network
Florida
$20K
PWA
1172
Phoenix Wealth Advisors
North Carolina
$20K
GI
1173
Gradient Investments
Minnesota
$20K +$1.48K +13 +8%
JCM
1174
Jacobi Capital Management
Pennsylvania
$19K
BWM
1175
BerganKDV Wealth Management
Minnesota
$18K

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.