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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
MCM
1201
Manchester Capital Management
Vermont
$7K -$7.53K -66 -52%
BMD
1202
Better Money Decisions
New Mexico
$7K
PP
1203
Pacifica Partners
Canada
$7K
WB
1204
Webster Bank
Connecticut
$7K
RTL
1205
Red Tortoise LLC
Georgia
$7K +$9.25K +81 New
CIM
1206
Contravisory Investment Management
Massachusetts
$6K
AWM
1207
Avior Wealth Management
Nebraska
$6K +$228 +2 +4%
WWM
1208
Wolff Wiese Magana
California
$6K +$3.65K +32 +178%
ODG
1209
O'Dell Group
Ohio
$6K +$6.16K +54 New
KFS
1210
Kelly Financial Services
Massachusetts
$5.32K -$550K -4,821 -99%
ACA
1211
Atlas Capital Advisors
Wyoming
$5.09K
IAS
1212
IMA Advisory Services
Colorado
$5K
CWM
1213
Cranbrook Wealth Management
Michigan
$5K +$5.14K +45 New
TCWA
1214
Ten Capital Wealth Advisors
Washington
$4K
WQ
1215
Wealth Quarterback
New Jersey
$4K
CA
1216
Crewe Advisors
Utah
$3K
GC
1217
Globeflex Capital
California
$3K
MG
1218
MilWealth Group
Wisconsin
$2.72K +$2.74K +24 New
UFF
1219
USA Financial Formulas
Michigan
$2K -$3.77K -33 -61%
TAIM
1220
TD Ameritrade Investment Management
Nebraska
$2K -$2.28K -20 -47%
TFM
1221
TFC Financial Management
Massachusetts
$2K
TSW
1222
Thompson Siegel & Walmsley
Virginia
$2K
HFM
1223
Hartford Financial Management
Connecticut
$2K +$2.28K +20 New
CCM
1224
Cribstone Capital Management
Maine
$1K -$66.2K -580 -98%
Walleye Capital
1225
Walleye Capital
New York
$698 +$704K +6,166 New

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.