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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
IFG
576
Independent Financial Group
California
$1.8M +$98.6K +845 +6%
ACM
577
Ativo Capital Management
Illinois
$1.8M +$29.2K +250 +2%
PA
578
Profund Advisors
Maryland
$1.79M +$117K +1,006 +8%
SP
579
SWS Partners
Ohio
$1.76M -$257K -2,202 -14%
BFM
580
Boston Financial Management
Massachusetts
$1.75M – – –
VAS
581
Vestmark Advisory Solutions
Massachusetts
$1.75M +$85.3K +731 +6%
TIA
582
Trust Investment Advisors
Indiana
$1.74M -$11.7K -100 -0.7%
OSAM
583
O'Shaughnessy Asset Management
Connecticut
$1.74M +$69.6K +597 +5%
KPWS
584
Kestra Private Wealth Services
Texas
$1.73M +$490K +4,205 +46%
HCM
585
Howland Capital Management
Massachusetts
$1.72M +$7K +60 +0.5%
IP
586
Ignite Planners
California
$1.72M +$1.73M +14,855 New
LNWWM
587
Laird Norton Wetherby Wealth Management
California
$1.72M +$84.1K +721 +6%
FAN
588
Financial Advisors Network
California
$1.71M +$132K +1,133 +9%
AIM
589
Aspen Investment Management
Michigan
$1.71M +$20.1K +172 +1%
DFC
590
DB Fitzpatrick & Co
Idaho
$1.68M +$1.52M +12,990 New
VLC
591
Van Leeuwen & Company
New Jersey
$1.67M +$1.51M +12,922 New
PCMI
592
Paradigm Capital Management Inc
New York
$1.66M -$23.3K -200 -2%
AO
593
Advisor OS
Illinois
$1.63M +$66.5K +570 +5%
AT
594
American Trust
Kentucky
$1.62M +$1.46M +12,519 New
FTDI
595
First Trust Direct Indexing
Massachusetts
$1.58M +$60.5K +519 +4%
CAI
596
Capital Advisors Inc
Oklahoma
$1.57M – – –
PHK
597
Point72 Hong Kong
Hong Kong
$1.57M +$1.42M +12,145 New
PFWA
598
Paces Ferry Wealth Advisors
Georgia
$1.57M – – –
KFS
599
Kurt F. Somerville
$1.57M +$1.03M +8,802 +266%
DCM
600
Davidson Capital Management
Texas
$1.56M +$56.8K +487 +4%
22 23
24
25 26

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.