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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
Vontobel Holding
176
Vontobel Holding
Switzerland
$25.2M +$3.85M +40,823 +20%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$24.8M
EWM
178
Endurance Wealth Management
Rhode Island
$24.8M -$184K -1,949 -0.8%
UB
179
UMB Bank
Missouri
$24.6M -$24.3K -258 -0.1%
Mitsubishi UFJ Asset Management
180
Mitsubishi UFJ Asset Management
Japan
$24.5M +$2.81M +29,839 +14%
LPL Financial
181
LPL Financial
California
$24.3M +$165K +1,749 +0.8%
Baird Financial Group
182
Baird Financial Group
Wisconsin
$24M +$10.2M +108,231 +88%
Aberdeen Group
183
Aberdeen Group
United Kingdom
$23.8M -$402K -4,263 -2%
AIMCA
184
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$23.4M -$39.9K -423 -0.2%
Mirae Asset Global Investments
185
Mirae Asset Global Investments
South Korea
$23.1M +$10.8M +114,082 +105%
Caisse de Depot et Placement du Quebec (CDPQ)
186
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$23M +$18.9M +200,161 +908%
TCM
187
Tekla Capital Management
Massachusetts
$22.9M -$1.62M -17,200 -7%
MC
188
Montag & Caldwell
Georgia
$22.6M -$1.17M -12,464 -5%
HW
189
Hancock Whitney
Mississippi
$22M -$213K -2,261 -1%
Nordea Investment Management
190
Nordea Investment Management
Sweden
$22M +$518K +5,494 +3%
ZIG
191
Zurich Insurance Group
Switzerland
$21.5M +$19.5M +207,261 New
Comerica Bank
192
Comerica Bank
Texas
$21.4M -$402K -4,270 -2%
BAMF
193
BI Asset Management Fondsmaeglerselskab
Denmark
$21.3M +$876K +9,291 +5%
ONB
194
Old National Bancorp
Indiana
$21.2M +$252K +2,678 +1%
CL
195
CIM LLC
New York
$21M +$133K +1,415 +0.8%
PP
196
Patten & Patten
Tennessee
$20.4M -$526K -5,580 -3%
BAMCO Inc
197
BAMCO Inc
New York
$20.3M +$896K +9,504 +5%
NP
198
NS Partners
United Kingdom
$19.9M +$68.1K +722 +0.4%
GT
199
Greenleaf Trust
Michigan
$19.9M -$81.5K -865 -0.4%
FAF
200
Fjarde Ap-fonden
Sweden
$19.8M -$613K -6,500 -3%

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.