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Edwards Lifesciences

1,228 hedge funds and large institutions have $38.4B invested in Edwards Lifesciences in 2022 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 396 increasing their positions, 474 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $180M | Put options by funds: $127M

4% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 140

0.94% less ownership

Funds ownership: 83.15%82.21% (-0.94%)

1% less funds holding

Funds holding: 1,2461,228 (-18)

10% less capital invested

Capital invested by funds: $42.4B → $38.4B (-$4.09B)

16% less repeat investments, than reductions

Existing positions increased: 396 | Existing positions reduced: 474

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

Holders
1,228
Holders Change
-18
Holders Change %
-1.44%
% of All Funds
19.74%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.18%
New
146
Increased
396
Reduced
474
Closed
140
Calls
$180M
Puts
$127M
Net Calls
+$52.6M
Net Calls Change
-$6.01M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
326
CIBC World Markets
New York
$5.42M +$4.88M +63,279 +673%
CNB
327
Czech National Bank
Czech Republic
$5.4M +$25.2K +327 +0.5%
FMC
328
First Merchants Corp
Indiana
$5.4M +$1.1M +14,213 +24%
BIAS
329
Beacon Investment Advisory Services
New Jersey
$5.38M +$47.2K +613 +0.9%
SAM
330
Shell Asset Management
Netherlands
$5.33M +$1.4M +18,103 +34%
RB
331
Rodgers Brothers
Pennsylvania
$5.28M -$305K -3,953 -5%
II
332
Inspire Investing
Idaho
$5.26M +$250K +3,242 +5%
WMSA
333
Weiss Multi-Strategy Advisers
New York
$5.25M -$2.4M -31,096 -31%
QT
334
Quantbot Technologies
New York
$5.22M -$648K -8,412 -11%
B
335
Bailard
California
$5.14M -$93.6K -1,215 -2%
Tudor Investment Corp
336
Tudor Investment Corp
Connecticut
$5.12M +$4.97M +64,460 +1,527%
AssetMark Inc
337
AssetMark Inc
California
$5.08M +$779K +10,110 +17%
SPIA
338
Steward Partners Investment Advisory
New York
$4.92M -$3.87M -50,152 -43%
AWM
339
Axxcess Wealth Management
California
$4.9M +$776K +10,064 +18%
SCP
340
Shorepoint Capital Partners
Massachusetts
$4.88M +$5.04M +65,425 New
MA
341
Montag & Associates
Georgia
$4.85M -$3.7M -48,014 -42%
WDA
342
Wendell David Associates
New Hampshire
$4.84M -$467K -6,060 -9%
PAM
343
Panagora Asset Management
Massachusetts
$4.76M +$627K +8,129 +15%
Rockefeller Capital Management
344
Rockefeller Capital Management
New York
$4.76M -$20.2M -262,234 -80%
AAM
345
Autus Asset Management
Arizona
$4.71M -$85.2K -1,106 -2%
MWM
346
Mission Wealth Management
California
$4.7M +$13K +169 +0.3%
OAC
347
OMERS Administration Corp
Ontario, Canada
$4.67M +$2.09M +27,169 +77%
AWS
348
Atria Wealth Solutions
New York
$4.52M -$272K -3,528 -6%
ACM
349
Aquatic Capital Management
Illinois
$4.49M +$2.99M +38,800 +181%
TRSOTSOK
350
Teachers Retirement System of the State of Kentucky
Kentucky
$4.4M

EW Hedge Fund Activity: Q4 2022 in Review

1,228 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2022, worth a combined $38.4B — down 9.6% from $42.4B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new EW positions and 140 closed out — a net gain of 6 holders — while 396 added to existing stakes and 474 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $363M. The largest seller was Janus Henderson Group, cutting an estimated $846M.

  • 1,228 institutional investors held Edwards Lifesciences (EW) as of Q4 2022, down from 1,246 in Q3 2022.
  • Funds reported $38.4B of Edwards Lifesciences stock for Q4 2022, down 9.6% quarter-over-quarter.
  • 146 funds opened new Edwards Lifesciences positions in Q4 2022 and 140 closed out, a net change of +6 holders.
  • The largest Edwards Lifesciences buyer in Q4 2022 was AllianceBernstein, an estimated $363M added.
  • The largest Edwards Lifesciences seller in Q4 2022 was Janus Henderson Group, an estimated $846M sold.

Based on aggregated 13F filings for Q4 2022.