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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
TIA
601
Trust Investment Advisors
Indiana
$854K -$44.6K -579 -5%
MWM
602
Meridian Wealth Management
Kentucky
$853K
1SB
603
1ST Source Bank
Indiana
$852K -$14.7K -191 -2%
CMANY
604
Capital Management Associates (New York)
New York
$851K
TF
605
TIAA FSB
Florida
$845K -$6.76M -87,668 -89%
IWA
606
Inspirion Wealth Advisors
Illinois
$841K -$20.8K -270 -2%
PTC
607
Private Trust Company
Ohio
$841K -$694 -9 -0.1%
NL
608
NWAM LLC
Washington
$834K -$4.78K -62 -0.6%
PF
609
Phoenix Financial
Israel
$829K +$22.6K +293 +3%
I
610
InceptionR
California
$828K +$855K +11,100 New
MYLI
611
Meiji Yasuda Life Insurance
Japan
$825K -$67.8K -880 -7%
CAI
612
Capital Advisors Inc
Oklahoma
$823K +$11.9K +155 +1%
AIM
613
Aspen Investment Management
Michigan
$812K -$110K -1,425 -12%
IFG
614
Independent Financial Group
California
$809K -$31.4K -408 -4%
SWK
615
Stephen W. Kidder
$804K -$737K -9,565 -47%
TMAM
616
Tokio Marine Asset Management
Japan
$802K +$72.1K +936 +10%
SIG
617
Stonegate Investment Group
Alabama
$800K -$4.32K -56 -0.5%
PA
618
Profund Advisors
Maryland
$795K +$68.3K +886 +9%
NIMI
619
Natixis Investment Managers International
France
$792K
BB
620
Busey Bank
Illinois
$789K
BFA
621
Beaumont Financial Advisors
Massachusetts
$778K -$1.62K -21 -0.2%
SC
622
Savant Capital
Illinois
$773K -$2K -26 -0.3%
WAP
623
Wealthcare Advisory Partners
Pennsylvania
$772K +$77.9K +1,011 +11%
MFGM
624
Marshall Financial Group (Maryland)
Maryland
$771K +$164K +2,130 +26%
Luther King Capital Management (LKCM)
625
Luther King Capital Management (LKCM)
Texas
$771K

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.