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Edwards Lifesciences

1,320 hedge funds and large institutions have $66.6B invested in Edwards Lifesciences in 2021 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 461 increasing their positions, 417 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 95

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

15% more capital invested

Capital invested by funds: $58.1B → $66.6B (+$8.54B)

11% more repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 417

8% more funds holding

Funds holding: 1,2271,320 (+93)

5% more call options, than puts

Call options by funds: $250M | Put options by funds: $239M

0.1% more ownership

Funds ownership: 82.42%82.53% (+0.1%)

Holders
1,320
Holders Change
+93
Holders Change %
+7.58%
% of All Funds
20.31%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.42%
New
207
Increased
461
Reduced
417
Closed
95
Calls
$250M
Puts
$239M
Net Calls
+$11.5M
Net Calls Change
-$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
376
IEQ Capital
California
$5.87M -$468K -4,009 -8%
IHAM
377
Integral Health Asset Management
New York
$5.83M +$1.17M +10,000 +29%
ZCM
378
Ziegler Capital Management
Illinois
$5.8M -$291K -2,494 -5%
AP
379
Appleton Partners
Massachusetts
$5.79M +$92.7K +795 +2%
YIA
380
YHB Investment Advisors
Connecticut
$5.79M +$78K +669 +2%
Northwestern Mutual Wealth Management
381
Northwestern Mutual Wealth Management
Wisconsin
$5.78M +$179K +1,532 +4%
RBA
382
Richard Bernstein Advisors
New York
$5.77M
BCM
383
Brown Capital Management
Maryland
$5.75M +$27.4K +235 +0.5%
OC
384
Oppenheimer & Co
New York
$5.73M +$213K +1,826 +4%
GLA
385
Great Lakes Advisors
Illinois
$5.72M -$5.55M -47,604 -52%
PAM
386
Pegasus Asset Management
New York
$5.66M +$28.3K +243 +0.6%
AAM
387
Advisors Asset Management
Colorado
$5.63M -$1.54M -13,186 -23%
TPA
388
Trivium Point Advisory
Connecticut
$5.55M +$8.16K +70 +0.2%
Wealth Enhancement Advisory Services
389
Wealth Enhancement Advisory Services
Minnesota
$5.47M -$2.23M -19,100 -28%
TVWM
390
Tower View Wealth Management
Wisconsin
$5.45M +$19K +163 +0.4%
AAM
391
Azzad Asset Management
Virginia
$5.4M +$16.1K +138 +0.3%
WJWM
392
Williams Jones Wealth Management
New York
$5.39M +$117 +1 +0%
CTA
393
Chesley Taft & Associates
Illinois
$5.37M -$172K -1,475 -3%
Mercer Global Advisors
394
Mercer Global Advisors
Colorado
$5.35M +$301K +2,584 +7%
CB
395
Commerce Bank
Missouri
$5.32M +$284K +2,431 +6%
Daiwa Securities Group
396
Daiwa Securities Group
Japan
$5.32M -$67K -574 -1%
AI
397
Atria Investments
North Carolina
$5.27M -$97.7K -838 -2%
CIP
398
Capital Insight Partners
Arizona
$5.22M +$98.7K +846 +2%
SC
399
Scholtz & Company
Connecticut
$5.21M -$615K -5,274 -12%
APG
400
Abacus Planning Group
South Carolina
$5.19M

EW Hedge Fund Activity: Q4 2021 in Review

1,320 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2021, worth a combined $66.6B — up 15% from $58.1B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new EW positions and 95 closed out — a net gain of 112 holders — while 461 added to existing stakes and 417 trimmed.

The largest buyer was BlackRock, adding an estimated $467M. The largest seller was Capital Research Global Investors, cutting an estimated $573M.

  • 1,320 institutional investors held Edwards Lifesciences (EW) as of Q4 2021, up from 1,227 in Q3 2021.
  • Funds reported $66.6B of Edwards Lifesciences stock for Q4 2021, up 15% quarter-over-quarter.
  • 207 funds opened new Edwards Lifesciences positions in Q4 2021 and 95 closed out, a net change of +112 holders.
  • The largest Edwards Lifesciences buyer in Q4 2021 was BlackRock, an estimated $467M added.
  • The largest Edwards Lifesciences seller in Q4 2021 was Capital Research Global Investors, an estimated $573M sold.

Based on aggregated 13F filings for Q4 2021.