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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
BlackRock
1
BlackRock
New York
$5.47B -$403M -4,280,280 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5B -$15M -159,126 -0.3%
State Street
3
State Street
Massachusetts
$2.66B -$678K -7,197 -0%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.42B +$17.6M +186,344 +0.8%
Capital International Investors
5
Capital International Investors
California
$2.07B +$105M +1,115,719 +6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.73B +$20.1M +212,898 +1%
Brown Advisory
7
Brown Advisory
Maryland
$1.47B +$12.4M +131,575 +0.9%
Sands Capital Management
8
Sands Capital Management
Virginia
$1.39B +$43M +456,072 +4%
AllianceBernstein
9
AllianceBernstein
Tennessee
$1.35B -$5.8M -61,530 -0.5%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$1.25B -$85.1M -903,071 -7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.06B +$29.5M +312,507 +3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$781M +$222M +2,358,602 +46%
Norges Bank
13
Norges Bank
Norway
$734M +$4.01M +42,537 +0.6%
Northern Trust
14
Northern Trust
Illinois
$693M -$8.99M -95,426 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$676M +$42M +445,786 +7%
Fisher Asset Management
16
Fisher Asset Management
Washington
$638M +$31.5M +334,627 +6%
Capital Research Global Investors
17
Capital Research Global Investors
California
$614M -$239M -2,539,275 -30%
Bank of America
18
Bank of America
North Carolina
$595M +$7.66M +81,267 +1%
Ameriprise
19
Ameriprise
Minnesota
$524M +$3.16M +33,525 +0.7%
OCBV
20
Ownership Capital B.V.
Netherlands
$508M +$11.2M +119,230 +2%
Amundi
21
Amundi
France
$494M +$450M +4,769,814 New
Wells Fargo
22
Wells Fargo
California
$483M -$13.3M -141,498 -3%
Legal & General Group
23
Legal & General Group
United Kingdom
$451M +$21.4M +226,520 +5%
UBS AM
24
UBS AM
Illinois
$446M +$63.4M +672,520 +18%
American Century Companies
25
American Century Companies
Missouri
$439M +$3.65M +38,704 +0.9%

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.