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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
BMO
551
Beck Mack & Oliver
New York
$1.13M
CM
552
Caption Management
Oklahoma
$1.12M +$1.16M +15,000 New
OSAM
553
O'Shaughnessy Asset Management
Connecticut
$1.12M -$443K -5,746 -28%
KLWA
554
Kelly Lawrence W & Associates
California
$1.11M -$185K -2,400 -14%
CT
555
Columbia Trust
Oregon
$1.11M -$210K -2,722 -15%
RIL
556
Rothschild Investment LLC
Illinois
$1.11M -$67.8K -880 -6%
MGIA
557
Moneta Group Investment Advisors
Missouri
$1.1M +$11.4K +148 +1%
CG
558
Colony Group
Massachusetts
$1.1M -$23.3K -302 -2%
TCM
559
Teza Capital Management
Illinois
$1.1M +$1.14M +14,733 New
FA
560
Fiducient Advisors
Illinois
$1.1M +$1.13M +14,720 New
JCM
561
Jag Capital Management
Missouri
$1.09M -$9.36M -121,420 -89%
PCA
562
Private Capital Advisors
Connecticut
$1.09M
FT
563
Fiduciary Trust
Massachusetts
$1.09M -$257K -3,334 -19%
QIM
564
Quantitative Investment Management
Virginia
$1.09M +$406K +5,270 +57%
TI
565
Tidal Investments
Wisconsin
$1.08M +$90.9K +1,179 +9%
TPCW
566
TD Private Client Wealth
New York
$1.08M -$1.08M -14,001 -49%
FTDI
567
First Trust Direct Indexing
Massachusetts
$1.07M -$110K -1,424 -9%
CFS
568
Capital Financial Services
New York
$1.07M -$34.7K -450 -3%
CIBC World Market
569
CIBC World Market
Ontario, Canada
$1.06M -$220K -2,858 -17%
NP
570
NorthRock Partners
Minnesota
$1.06M -$94K -1,220 -8%
KI
571
Kula Investments
Illinois
$1.06M +$1.09M +14,177 New
BFM
572
Boston Financial Management
Massachusetts
$1.04M +$1.93K +25 +0.2%
FWP
573
FAS Wealth Partners
Kansas
$1.02M +$139K +1,809 +15%
V
574
Veritable
Delaware
$1.02M -$29K -376 -3%
TRCT
575
Tower Research Capital (TRC)
New York
$1.02M -$3.27M -42,433 -76%

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.