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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
OC
351
Oppenheimer & Co
New York
$4.35M +$1.13M +14,635 +33%
FNBOO
352
First National Bank of Omaha
Nebraska
$4.31M -$222K -2,879 -5%
CAN
353
Cetera Advisor Networks
California
$4.29M +$2.47M +31,989 +125%
WBC
354
Westpac Banking Corp
Australia
$4.22M -$3.89M -50,413 -47%
AIP
355
Ameritas Investment Partners
Nebraska
$4.2M -$88.5K -1,148 -2%
FCI
356
Financial Counselors Inc
Kansas
$4.12M -$141K -1,824 -3%
BCIM
357
British Columbia Investment Management
British Columbia, Canada
$4.1M -$515K -6,685 -11%
PHP
358
Parkman Healthcare Partners
Connecticut
$4.07M -$2.11M -27,327 -33%
HW
359
Hancock Whitney
Mississippi
$4.05M -$10.8M -140,504 -72%
Rafferty Asset Management
360
Rafferty Asset Management
New York
$3.97M +$1.55M +20,054 +61%
WJWM
361
Williams Jones Wealth Management
New York
$3.94M -$70.1K -909 -2%
CAPTRUST Financial Advisors
362
CAPTRUST Financial Advisors
North Carolina
$3.82M +$102K +1,323 +3%
GAM
363
Gotham Asset Management
New York
$3.82M +$1.89M +24,513 +92%
BMSSC
364
B. Metzler seel. Sohn & Co
Germany
$3.8M -$2.56M -33,204 -39%
SAM
365
Securian Asset Management
Minnesota
$3.79M -$64.4K -835 -2%
EAM
366
Erste Asset Management
Austria
$3.78M -$7.54M -97,802 -66%
FC
367
FORA Capital
Florida
$3.74M +$2.09M +27,178 +119%
PFO
368
Pathstone Family Office
New Jersey
$3.72M +$1.08M +14,020 +27%
CGH
369
Crossmark Global Holdings
Texas
$3.72M +$324K +4,205 +9%
Kayne Anderson Rudnick Investment Management
370
Kayne Anderson Rudnick Investment Management
California
$3.68M -$161K -2,090 -4%
LA
371
LBP AM
France
$3.64M +$3.76M +48,810 New
MC
372
Moors & Cabot
Massachusetts
$3.64M +$6.17K +80 +0.2%
KRS
373
Kentucky Retirement Systems
Kentucky
$3.64M +$16.4K +213 +0.4%
MSRPS
374
Maryland State Retirement & Pension System
Maryland
$3.63M +$83.6K +1,085 +2%
P
375
Pitcairn
Pennsylvania
$3.62M -$164K -2,128 -4%

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.