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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
AWM
476
AE Wealth Management
Kansas
$1.82M +$152K +1,972 +9%
USAA
477
United Services Automobile Association
Texas
$1.82M
SI
478
Stephens Inc
Arkansas
$1.81M -$393K -5,097 -17%
SN
479
Sittner & Nelson
Oregon
$1.81M -$30.8K -400 -2%
SCP
480
Sandhill Capital Partners
New York
$1.8M
MPWT
481
MassMutual Private Wealth & Trust
Connecticut
$1.79M +$1.31K +17 +0.1%
AAM
482
Advisors Asset Management
Colorado
$1.78M -$852K -11,052 -32%
MGP
483
Metis Global Partners
California
$1.74M +$789K +10,243 +78%
AG
484
Ascent Group
Virginia
$1.74M +$27.4K +356 +2%
JAG
485
Journey Advisory Group
Kentucky
$1.73M -$218K -2,825 -11%
SBH
486
Segall Bryant & Hamill
Illinois
$1.72M -$23.1K -300 -1%
EWM
487
Empirical Wealth Management
Washington
$1.72M -$37.8K -490 -2%
MWA
488
Meridian Wealth Advisors
Texas
$1.72M +$33.6K +436 +2%
KCPG
489
Kavar Capital Partners Group
Kansas
$1.72M -$329K -4,270 -16%
IAN
490
Integrated Advisors Network
Texas
$1.7M +$340K +4,409 +24%
EP
491
Edgestream Partners
New Jersey
$1.7M -$8.95M -116,129 -84%
AAM
492
Arabesque Asset Management
United Kingdom
$1.69M
IA
493
IFP Advisors
Florida
$1.69M -$55.4K -719 -6%
CANY
494
Caxton Associates (New York)
New York
$1.67M +$386K +5,005 +29%
SP
495
Saranac Partners
$1.67M +$1.72M +22,350 New
API
496
Advisor Partners II
California
$1.66M +$258K +3,353 +18%
KRSITF
497
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.66M
EDRH
498
Edmond de Rothschild Holding
Switzerland
$1.65M +$181K +2,353 +12%
BSW
499
Buckingham Strategic Wealth
Missouri
$1.64M -$146K -1,897 -8%
RPC
500
Rossmore Private Capital
Connecticut
$1.58M -$771 -10 -0%

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.