We are live on ! Find out more
EW icon

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
EAM
576
EFG Asset Management
Oregon
$1.02M -$3.97M -51,553 -79%
RA
577
RiverPark Advisors
New York
$1.02M -$117K -1,515 -10%
SFA
578
Sequoia Financial Advisors
Ohio
$1M +$404K +5,247 +64%
MMG
579
Monetary Management Group
Missouri
$999K -$38.5K -500 -4%
AAM
580
AR Asset Management
California
$998K +$736K +9,550 +250%
LTAS
581
Linden Thomas Advisory Services
North Carolina
$991K +$1.02M +13,286 New
KFS
582
Kurt F. Somerville
$990K -$1.12M -14,480 -52%
VLKIM
583
Van Lanschot Kempen Investment Management
Netherlands
$980K +$92.1K +1,195 +10%
CM
584
Capula Management
Cayman Islands
$964K +$576K +7,470 +137%
CA
585
Cullinan Associates
Kentucky
$956K
AG
586
Algert Global
California
$956K +$627K +8,137 +174%
PCMI
587
Paradigm Capital Management Inc
New York
$955K
LNWWM
588
Laird Norton Wetherby Wealth Management
California
$954K -$66.1K -858 -6%
GCM
589
Graham Capital Management
Connecticut
$950K -$116K -1,506 -11%
AWM
590
Apollon Wealth Management
South Carolina
$923K +$35.4K +459 +4%
OWA
591
Octavia Wealth Advisors
Ohio
$917K
CFCI
592
Comprehensive Financial Consultants Institutional
Indiana
$917K +$77.8K +1,010 +9%
WT
593
Whittier Trust
California
$916K -$127K -1,653 -12%
ABP
594
Arthur B. Page
$916K -$47.4K -615 -5%
EH
595
Equitable Holdings
New York
$881K -$260K -3,369 -22%
VAS
596
Vestmark Advisory Solutions
Massachusetts
$877K -$1.54K -20 -0.2%
WA
597
Waddell & Associates
Tennessee
$876K
CW
598
CreativeOne Wealth
Kansas
$873K -$21.2K -275 -2%
PIFP
599
Partners in Financial Planning
Virginia
$860K
1WA
600
180 Wealth Advisors
Washington
$856K +$41.8K +542 +5%

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.