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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
CI
701
Cigna Investments
Connecticut
$566K -$3.7K -48 -0.6%
ACI
702
Alpha Cubed Investments
California
$562K +$169K +2,188 +41%
EI
703
Ellevest Inc
New York
$562K -$76.5K -993 -12%
JIC
704
Joel Isaacson & Co
New York
$560K
RCM
705
Rain Capital Management
Oregon
$560K +$578K +7,499 New
WIM
706
WealthPlan Investment Management
Nebraska
$559K +$385 +5 +0.1%
SWP
707
Strategic Wealth Partners
Ohio
$559K -$601K -7,801 -51%
CICI
708
Capital Investment Counsel Inc
North Carolina
$554K +$378K +4,905 +195%
IP
709
Ignite Planners
California
$552K +$135K +1,747 +33%
SBIA
710
Sheaff Brock Investment Advisors
Indiana
$552K -$100K -1,300 -15%
WP
711
WealthPLAN Partners
Nebraska
$552K +$555K +7,203 New
Koshinski Asset Management
712
Koshinski Asset Management
Illinois
$549K +$567K +7,363 New
FNA
713
First National Advisers
Nebraska
$549K +$58.3K +756 +11%
Lazard Asset Management
714
Lazard Asset Management
New York
$547K -$21.6K -280 -4%
9WM
715
9258 Wealth Management
Ohio
$540K +$2.47K +32 +0.4%
SEM
716
Suncoast Equity Management
Florida
$540K +$26.2K +340 +5%
FUBT
717
First United Bank & Trust
Maryland
$539K
PIMJS
718
PKO Investment Management Joint-Stock
Poland
$537K
SPC
719
Sigma Planning Corp
Michigan
$534K -$2.08K -27 -0.4%
GWM
720
Geneos Wealth Management
Colorado
$533K +$6.01K +78 +1%
CFA
721
CWS Financial Advisors
Michigan
$529K -$10.2K -132 -2%
CCM
722
Coldstream Capital Management
Washington
$529K +$546K +7,088 New
SIA
723
Soltis Investment Advisors
Utah
$526K +$544K +7,053 New
CCM
724
CAAS Capital Management
New York
$522K +$539K +7,000 New
TAM
725
Trust Asset Management
Texas
$521K

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.