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Edwards Lifesciences
EW

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: 21 → 27 (+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: 1,227 → 1,320 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$467M
2
Brown Advisory
Brown Advisory
Maryland
+$297M
3
UBS AM
UBS AM
Illinois
+$256M
4
N
Nuveen
North Carolina
+$179M
5
Capital International Investors
Capital International Investors
California
+$146M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$573M
2
Wells Fargo
Wells Fargo
California
-$328M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$261M
4
JSP
Jackson Square Partners
California
-$132M
5
SFFS
Stonehage Fleming Financial Services
Jersey
-$121M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$479M +$35.4M +303,564 +9%
Invesco
27
Invesco
Georgia
$467M +$11.9M +101,846 +3%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$422M +$82.7M +708,921 +28%
CIP
29
Champlain Investment Partners
Vermont
$396M -$1.96M -16,775 -0.5%
Charles Schwab
30
Charles Schwab
California
$392M +$9.98M +85,550 +3%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$388M -$61.6M -528,474 -15%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$374M +$73.5M +629,868 +28%
UBS Group
33
UBS Group
Switzerland
$371M +$29.1M +249,083 +10%
Goldman Sachs
34
Goldman Sachs
New York
$364M +$4.51M +38,704 +1%
Ameriprise
35
Ameriprise
Minnesota
$355M -$64.3M -551,182 -17%
Allspring Global Investments
36
Allspring Global Investments
North Carolina
$344M +$310M +2,653,726 New
PPA
37
Parametric Portfolio Associates
Washington
$314M +$8.93M +76,593 +3%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$310M +$63M +540,439 +29%
Swiss National Bank
39
Swiss National Bank
Switzerland
$307M -$10.4M -88,800 -4%
Deutsche Bank
40
Deutsche Bank
Germany
$290M +$8.86M +75,982 +4%
Primecap Management
41
Primecap Management
California
$283M -$9.81M -84,100 -4%
HL
42
Harding Loevner
New Jersey
$273M -$5.03M -43,146 -2%
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$263M +$1.24M +10,603 +0.5%
Holocene Advisors
44
Holocene Advisors
New York
$254M +$124M +1,060,575 +118%
JSP
45
Jackson Square Partners
California
$253M -$132M -1,132,598 -37%
Barclays
46
Barclays
United Kingdom
$252M +$65.4M +560,331 +41%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$243M +$7.66M +65,700 +4%
Bank Julius Baer & Co
48
Bank Julius Baer & Co
Switzerland
$227M +$21.2M +182,080 +12%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$224M -$7.54M -64,630 -4%
Macquarie Group
50
Macquarie Group
Australia
$217M -$4.38M -37,524 -2%
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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.