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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
S
701
SignatureFD
Georgia
$1M +$73.8K +633 +9%
E
702
Ergoteles
New York
$993K +$894K +7,668 New
VFA
703
Voya Financial Advisors
Connecticut
$983K -$59.1K -507 -6%
NW
704
NewEdge Wealth
Pennsylvania
$981K +$82.7K +709 +10%
SS
705
Simplicity Solutions
Minnesota
$976K +$476K +4,077 +118%
JIC
706
Joel Isaacson & Co
New York
$970K
IAN
707
Integrated Advisors Network
Texas
$970K +$18K +154 +2%
SP
708
Symmetry Partners
Connecticut
$960K
WI
709
Wahed Invest
New York
$959K +$864K +7,403 New
CS
710
Comerica Securities
Michigan
$949K +$34.2K +293 +4%
Lazard Asset Management
711
Lazard Asset Management
New York
$947K -$2.32M -19,921 -73%
BHB
712
Bank Hapoalim BM
Israel
$941K -$30.3K -260 -3%
MYIA
713
Mount Yale Investment Advisors
Colorado
$939K -$300K -2,572 -26%
BAS
714
Brown Advisory Securities
Maryland
$935K -$427K -3,664 -34%
CIC
715
Carnegie Investment Counsel
Ohio
$934K -$140K -1,200 -14%
FUBT
716
First United Bank & Trust
Maryland
$934K -$5.83K -50 -0.7%
RWA
717
Redhawk Wealth Advisors
Minnesota
$928K +$116K +994 +16%
NC
718
NovaPoint Capital
Georgia
$922K +$28K +240 +3%
LWAC
719
Laurel Wealth Advisors (California)
California
$916K +$181K +1,552 +28%
DC
720
Davenport & Co
Virginia
$913K +$28K +240 +4%
CA
721
Continuum Advisory
Idaho
$911K -$5.83K -50 -0.7%
Simplex Trading
722
Simplex Trading
Illinois
$903K -$2.87M -24,620 -78%
CGL
723
Clarius Group LLC
Washington
$903K +$6.88K +59 +0.9%
RT
724
Rockland Trust
Massachusetts
$899K +$595K +5,097 +277%
Koshinski Asset Management
725
Koshinski Asset Management
Illinois
$892K -$329K -2,821 -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.