We are live on ! Find out more
EW icon

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
KA
426
Kintegral Advisory
New York
$2.6M +$670K +8,697 +33%
BRWA
427
B. Riley Wealth Advisors
Florida
$2.58M -$374K -4,854 -12%
GLA
428
Great Lakes Advisors
Illinois
$2.55M -$21.8K -283 -0.8%
AI
429
Atria Investments
North Carolina
$2.48M -$290K -3,765 -10%
HZ
430
Hixon Zuercher
Ohio
$2.48M +$83.6K +1,085 +3%
MIP
431
Marietta Investment Partners
Wisconsin
$2.46M -$2.71M -35,186 -52%
Wealthfront Advisers
432
Wealthfront Advisers
California
$2.44M -$328K -4,253 -12%
AP
433
Appleton Partners
Massachusetts
$2.44M -$591K -7,669 -19%
SAM
434
Silvercrest Asset Management
New York
$2.42M +$3.47K +45 +0.1%
MCM
435
McKinley Capital Management
Alaska
$2.41M -$1.07M -13,940 -30%
CTA
436
Chesley Taft & Associates
Illinois
$2.39M -$4.24K -55 -0.2%
SAM
437
Sectoral Asset Management
Quebec, Canada
$2.38M +$2.46M +31,900 New
NRS
438
Neville Rodie & Shaw
New York
$2.37M
DT
439
Diversified Trust
Tennessee
$2.37M +$556K +7,209 +29%
AIM
440
Anchor Investment Management
South Carolina
$2.34M +$90.9K +1,179 +4%
TPA
441
Trivium Point Advisory
Connecticut
$2.29M -$22.9K -297 -1%
TFCM
442
Taylor Frigon Capital Management
Arizona
$2.28M -$136K -1,771 -5%
BWP
443
Baldwin Wealth Partners
Massachusetts
$2.27M +$2.35M +30,485 New
LNC
444
Lincoln National Corp
Pennsylvania
$2.26M +$279K +3,617 +14%
MHC
445
Meyer Handelman Company
New York
$2.26M
AIM
446
Achmea Investment Management
Netherlands
$2.23M
HCM
447
Howland Capital Management
Massachusetts
$2.21M
NMERB
448
New Mexico Educational Retirement Board
New Mexico
$2.2M -$177K -2,300 -7%
BCV
449
Banque Cantonale Vaudoise
Switzerland
$2.17M -$169K -2,198 -7%
FWCM
450
Ferguson Wellman Capital Management
Oregon
$2.13M

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.