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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
Carson Wealth (CWM LLC)
526
Carson Wealth (CWM LLC)
Nebraska
$1.37M -$9.52M -123,587 -87%
SC
527
Scholtz & Company
Connecticut
$1.34M -$4.62K -60 -0.3%
AAM
528
Ascension Asset Management
New York
$1.34M
QCM
529
Quantinno Capital Management
New York
$1.34M +$1.15M +14,925 +495%
TNBTD
530
Trustmark National Bank Trust Department
Mississippi
$1.33M
CIP
531
Chartwell Investment Partners
Pennsylvania
$1.32M
PFA
532
Pure Financial Advisors
California
$1.32M -$2.16K -28 -0.2%
WCM
533
Whitener Capital Management
North Carolina
$1.32M -$15.4K -200 -1%
DFC
534
DB Fitzpatrick & Co
Idaho
$1.31M +$400K +5,196 +42%
BFS
535
Bradley Foster & Sargent
Connecticut
$1.29M -$136K -1,767 -9%
AI
536
AXS Investments
New York
$1.28M +$1.13M +14,701 +607%
LT
537
Legacy Trust
Michigan
$1.24M +$1.28M +16,598 New
CIG
538
Cairn Investment Group
Washington
$1.23M +$25.8K +335 +2%
EF
539
Empirical Finance
Pennsylvania
$1.22M +$102K +1,318 +9%
VI
540
Vestcor Inc
New Brunswick, Canada
$1.22M +$133K +1,729 +12%
GWSG
541
GPS Wealth Strategies Group
Colorado
$1.22M +$5.16K +67 +0.4%
IB
542
Intrust Bank
Kansas
$1.22M -$82.2K -1,066 -6%
GC
543
Gratus Capital
Georgia
$1.21M -$8.64M -112,122 -87%
HCMT
544
Highland Capital Management (Tennessee)
Tennessee
$1.21M +$1.25M +16,265 New
FNBT
545
FineMark National Bank & Trust
Florida
$1.21M -$24.7K -320 -2%
CA
546
Cetera Advisors
Colorado
$1.21M -$352K -4,571 -22%
ACM
547
Argent Capital Management
Missouri
$1.21M
FAN
548
Financial Advisors Network
California
$1.17M +$219K +2,847 +22%
IIM
549
Ipswich Investment Management
Massachusetts
$1.17M -$11.6K -150 -1%
CI
550
Clal Insurance
Israel
$1.16M +$1.19M +15,500 New

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.