We are live on ! Find out more
EW icon

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
IWC
601
Integrated Wealth Concepts
Massachusetts
$1.55M -$70.6K -605 -5%
FHB
602
First Hawaiian Bank
Hawaii
$1.54M -$98K -840 -7%
EDRH
603
Edmond de Rothschild Holding
Switzerland
$1.54M +$1.08M +9,250 +349%
CFG
604
Citizens Financial Group
Rhode Island
$1.53M -$79.4K -681 -5%
WP
605
WealthShield Partners
North Carolina
$1.53M +$227K +1,950 +20%
OTPPB
606
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.53M +$1.37M +11,780 New
IWA
607
Inspirion Wealth Advisors
Illinois
$1.52M
PTC
608
Private Trust Company
Ohio
$1.51M -$134K -1,150 -9%
MYAM
609
Meiji Yasuda Asset Management
Japan
$1.51M +$121K +1,041 +10%
RC
610
RegentAtlantic Capital
New Jersey
$1.51M +$237K +2,036 +21%
1SB
611
1ST Source Bank
Indiana
$1.5M +$4.2K +36 +0.3%
MWM
612
Meridian Wealth Management
Kentucky
$1.49M +$117 +1 +0%
SWP
613
Stratos Wealth Partners
Ohio
$1.49M +$1.34M +11,479 New
CMANY
614
Capital Management Associates (New York)
New York
$1.48M
WB
615
WesBanco Bank
West Virginia
$1.46M -$39.3K -337 -3%
ABP
616
Arthur B. Page
$1.44M +$866K +7,423 +200%
PWP
617
Perfromance Wealth Partners
Illinois
$1.44M +$1.29M +11,092 New
IA
618
IndexIQ Advisors
New York
$1.43M -$35.9K -308 -3%
VIA
619
Vident Investment Advisory
Georgia
$1.43M -$844K -7,237 -40%
HVP
620
Hudson Value Partners
Florida
$1.43M
SAM
621
Sectoral Asset Management
Quebec, Canada
$1.43M +$1.28M +11,000 New
HWM
622
Hohimer Wealth Management
Washington
$1.42M +$2.22K +19 +0.2%
TI
623
Tidal Investments
Wisconsin
$1.42M +$221K +1,894 +21%
BPCE
624
Bank Pictet & Cie (Europe)
Germany
$1.42M +$82.8K +710 +7%
SXL
625
Summit X LLC
Missouri
$1.42M +$8.16K +70 +0.6%

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.