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
RA
1176
Resolute Advisors
California
$18K
JWM
1177
Janiczek Wealth Management
Colorado
$18K +$571 +5 +3%
LWP
1178
Lumature Wealth Partners
Georgia
$17K -$8.45K -74 -33%
FMTCOCP
1179
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K
MCM
1180
MV Capital Management
Maryland
$17K +$6.16K +54 +59%
FWM
1181
Focused Wealth Management
New York
$16K
NSB
1182
Norway Savings Bank
Maine
$16K +$2.28K +20 +17%
FFA
1183
Freedman Financial Associates
Massachusetts
$15K
MA
1184
MCF Advisors
Kentucky
$15K +$3.77K +33 +33%
WAS
1185
Winch Advisory Services
Wisconsin
$14K
ACM
1186
Anfield Capital Management
California
$12K +$12K +105 New
RCG
1187
Rock Creek Group
District of Columbia
$12K +$12K +105 New
WPA
1188
West Paces Advisors
Georgia
$11.5K
AFS
1189
Annapolis Financial Services
Maryland
$11K
CFA
1190
Cahill Financial Advisors
Minnesota
$11K +$11.4K +100 New
M
1191
MOTCO
Texas
$10K
FMP
1192
Financial Management Professionals
Texas
$10K +$3.65K +32 +59%
PCH
1193
Polar Capital Holdings
United Kingdom
$9.65K +$420K +3,678 +5%
VCM
1194
Versant Capital Management
Arizona
$9K -$1.83K -16 -17%
AWA
1195
Arkadios Wealth Advisors
Georgia
$9K -$685 -6 -7%
SC
1196
Solstein Capital
California
$9K
CAL
1197
Capital Analysts LLC
Pennsylvania
$8K
CCC
1198
Crescent Capital Consulting
Louisiana
$8K
NC
1199
NewSquare Capital
Pennsylvania
$8K
FP
1200
Financial Perspectives
Minnesota
$7.6K

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.