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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
LCM
626
Leisure Capital Management
California
$770K -$10.4K -135 -1%
OCM
627
Objective Capital Management
Ohio
$768K
LBC
628
Lawrence B. Cohen
$767K -$69.4K -900 -8%
WF
629
WoodTrust Financial
Wisconsin
$763K
LWAM
630
Legacy Wealth Asset Management
Minnesota
$763K +$78.5K +1,018 +11%
FMN
631
Financial Management Network
California
$757K
RCAG
632
Rehmann Capital Advisory Group
Michigan
$750K +$24.1K +313 +3%
Fundsmith LLP
633
Fundsmith LLP
United Kingdom
$745K
VIA
634
Vident Investment Advisory
Georgia
$738K -$621K -8,062 -45%
ECM
635
ExodusPoint Capital Management
New York
$728K -$10.7M -138,438 -93%
SXL
636
Summit X LLC
Missouri
$719K +$6.94K +90 +1%
MLA
637
My Legacy Advisors
Oregon
$717K -$2.7K -35 -0.4%
SBL
638
Sargent Bickham Lagudis
Colorado
$711K
AO
639
Advisor OS
Illinois
$708K +$128K +1,666 +21%
LWMM
640
Legacy Wealth Management (Mississippi)
Mississippi
$703K -$6.17K -80 -0.8%
CWM
641
Calamos Wealth Management
Illinois
$703K -$4.03M -52,331 -85%
Wolverine Trading
642
Wolverine Trading
Illinois
$701K -$497K -6,449 -41%
LIM
643
Leavell Investment Management
Alabama
$694K
SWM
644
Spire Wealth Management
Virginia
$689K -$15.6K -203 -2%
Capstone Investment Advisors
645
Capstone Investment Advisors
New York
$686K -$3.2M -41,513 -82%
TC
646
Telemus Capital
Michigan
$685K +$9.56K +124 +1%
FHA
647
Flagship Harbor Advisors
Massachusetts
$685K +$104K +1,355 +17%
BFO
648
Biltmore Family Office
North Carolina
$685K +$708K +9,183 New
MCM
649
MAI Capital Management
Ohio
$685K -$12.6K -164 -2%
PFWA
650
Paces Ferry Wealth Advisors
Georgia
$678K -$5.47K -71 -0.8%

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.