Edwards Lifesciences
1,143 hedge funds and large institutions have $42.6B invested in Edwards Lifesciences in 2021 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 433 increasing their positions, 363 reducing their positions, and 107 closing their positions.
41% more call options, than puts
Call options by funds: $105M | Put options by funds: $74.6M
19% more repeat investments, than reductions
Existing positions increased: 433 | Existing positions reduced: 363
0.77% less ownership
Funds ownership: 82.54% → 81.78% (-0.77%)
6% less first-time investments, than exits
New positions opened: 101 | Existing positions closed: 107
1% less funds holding
Funds holding: 1,160 → 1,143 (-17)
9% less capital invested
Capital invested by funds: $46.9B → $42.6B (-$4.35B)
44% less funds holding in top 10
Funds holding in top 10: 16 → 9 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$275M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$243M |
| 3 |
Bank of New York Mellon
New York
|
+$117M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$117M |
| 5 |
Sands Capital Management
Arlington,
Virginia
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$306M |
| 2 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$242M |
| 3 |
Jennison Associates
New York
|
-$176M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$151M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$148M |
EW Hedge Fund Activity: Q1 2021 in Review
1,143 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2021, worth a combined $42.6B — down 9.3% from $46.9B a quarter earlier.
Sellers outnumbered buyers: 107 funds closed out of EW and 101 opened new positions — a net loss of 6 holders — while 363 trimmed existing stakes and 433 added.
The largest buyer was Janus Henderson Group, adding an estimated $275M. The largest seller was Fidelity Investments, cutting an estimated $306M.
- 1,143 institutional investors held Edwards Lifesciences (EW) as of Q1 2021, down from 1,160 in Q4 2020.
- Funds reported $42.6B of Edwards Lifesciences stock for Q1 2021, down 9.3% quarter-over-quarter.
- 101 funds opened new Edwards Lifesciences positions in Q1 2021 and 107 closed out, a net change of -6 holders.
- The largest Edwards Lifesciences buyer in Q1 2021 was Janus Henderson Group, an estimated $275M added.
- The largest Edwards Lifesciences seller in Q1 2021 was Fidelity Investments, an estimated $306M sold.
Based on aggregated 13F filings for Q1 2021.