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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
LWMM
651
Legacy Wealth Management (Mississippi)
Mississippi
$1.24M +$3.85K +33 +0.3%
HWM
652
HB Wealth Management
Georgia
$1.23M +$1.11M +9,485 New
AWM
653
Apollon Wealth Management
South Carolina
$1.23M +$857K +7,343 +343%
MFW
654
Meristem Family Wealth
Minnesota
$1.21M – – –
WA
655
Waddell & Associates
Tennessee
$1.21M – – –
MCM
656
Murphy Capital Management
New Jersey
$1.19M -$33.1K -284 -3%
CCP
657
Corient Capital Partners
California
$1.19M -$902K -7,736 -46%
NL
658
NVWM LLC
Pennsylvania
$1.19M +$81.7K +700 +8%
SCA
659
Stonebridge Capital Advisors
Minnesota
$1.18M – – –
CA
660
Cetera Advisors
Colorado
$1.17M -$180K -1,545 -15%
MMA
661
Miracle Mile Advisors
California
$1.17M +$1.63K +14 +0.2%
RCAG
662
Rehmann Capital Advisory Group
Michigan
$1.17M -$101K -867 -9%
BL
663
BFSG LLC
California
$1.17M -$58.3K -500 -5%
NSEDCP
664
NJ State Employees Deferred Compensation Plan
New Jersey
$1.17M – – –
PDN
665
Pensionfund DSM Netherlands
Netherlands
$1.17M – – –
MCM
666
MAI Capital Management
Ohio
$1.17M +$614K +5,268 +141%
1WA
667
180 Wealth Advisors
Washington
$1.16M +$58.3K +500 +5%
RIA
668
Regal Investment Advisors
Michigan
$1.16M +$7.93K +68 +0.8%
EI
669
Ellevest Inc
New York
$1.16M +$17.3K +148 +2%
ST
670
Sabal Trust
Florida
$1.15M – – –
NFG
671
Nations Financial Group
Iowa
$1.14M -$2.45K -21 -0.2%
MFGM
672
Marshall Financial Group (Maryland)
Maryland
$1.14M +$26.8K +230 +3%
BFG
673
Berger Financial Group
Minnesota
$1.13M +$1.02M +8,757 New
IC
674
Inverness Counsel
New York
$1.13M -$473K -4,055 -32%
JIC
675
Johnson Investment Counsel
Ohio
$1.13M – – –
25 26
27
28 29

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.