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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
AP
501
Advisor Partners
California
$2.92M -$105K -897 -4%
KAS
502
Kestra Advisory Services
Texas
$2.9M -$141K -1,205 -5%
KIC
503
Kensington Investment Counsel
California
$2.9M +$2.61M +22,375 New
LS
504
Livforsakringsbolaget Skandia
Sweden
$2.87M -$1.06M -9,100 -29%
LSA
505
Leonteq Securities AG
Switzerland
$2.8M +$150K +1,288 +6%
MPPLM
506
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.79M +$12.2K +105 +0.5%
DT
507
Diversified Trust
Tennessee
$2.77M -$195K -1,670 -7%
PGFC
508
Peapack-Gladstone Financial Corp
New Jersey
$2.73M +$270K +2,314 +12%
Rafferty Asset Management
509
Rafferty Asset Management
New York
$2.72M +$129K +1,110 +6%
SB
510
Simmons Bank
Arkansas
$2.71M +$57.4K +492 +2%
WBC
511
Westpac Banking Corp
Australia
$2.66M -$10.7M -91,417 -82%
VFA
512
Values First Advisors
Tennessee
$2.64M -$385K -3,302 -14%
EWM
513
Empirical Wealth Management
Washington
$2.63M +$305K +2,613 +15%
N
514
Natixis
France
$2.62M -$1.13M -9,681 -32%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
515
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.62M +$2.36M +20,205 New
VFM
516
Viking Fund Management
North Dakota
$2.59M
WCM
517
Whitener Capital Management
North Carolina
$2.57M -$46K -394 -2%
SWM
518
Spire Wealth Management
Virginia
$2.55M +$409K +3,508 +22%
SFG
519
Summit Financial Group
West Virginia
$2.55M
PIG
520
Pantheon Investment Group
California
$2.52M +$74.3K +637 +3%
S
521
Seeyond
France
$2.52M -$8.87K -76 -0.4%
Fayez Sarofim & Co
522
Fayez Sarofim & Co
Texas
$2.5M -$75K -643 -3%
SWP
523
Strategic Wealth Partners
Ohio
$2.49M +$226K +1,934 +11%
IB
524
Intrust Bank
Kansas
$2.49M -$6.07K -52 -0.3%
AG
525
AIA Group
Hong Kong
$2.48M +$1.7M +14,582 +320%

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.