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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
ACM
726
AlphaCrest Capital Management
New York
$887K -$1.73M -14,861 -68%
VST
727
Van Strum & Towne
California
$882K
BC
728
Bartlett & Co
Ohio
$879K +$28K +240 +4%
BCWM
729
Bartlett & Co Wealth Management
Ohio
$879K +$28K +240 +4%
BFEC
730
Benjamin F. Edwards & Company
Missouri
$865K +$3.5K +30 +0.5%
SAM
731
SignalPoint Asset Management
Missouri
$862K -$38.5K -330 -5%
SBF
732
Sara-Bay Financial
Florida
$861K
B
733
Bellecapital
Switzerland
$857K -$5.83K -50 -0.8%
CCM
734
Coldstream Capital Management
Washington
$852K +$56.5K +484 +8%
MJP
735
Michael J. Puzo
$851K +$766K +6,570 New
ARMT
736
Amica Retiree Medical Trust
Rhode Island
$845K
CA
737
Cullinan Associates
Kentucky
$844K
QCM
738
Quest Capital Management
Texas
$843K +$44.1K +378 +6%
ECM
739
Evergreen Capital Management
Washington
$840K +$31.4K +269 +4%
CAM
740
Cozad Asset Management
Illinois
$839K -$121K -1,034 -14%
HIA
741
Harbor Investment Advisory
Maryland
$838K -$275K -2,358 -27%
WLIM
742
White Lighthouse Investment Management
Massachusetts
$837K
CFA
743
CWS Financial Advisors
Michigan
$835K +$752K +6,443 New
PAM
744
Peak Asset Management
Colorado
$830K -$25.9K -222 -3%
CA
745
Claro Advisors
Massachusetts
$829K
MPCG
746
Matrix Private Capital Group
New York
$829K +$1.75K +15 +0.2%
CI
747
Conning Inc
Connecticut
$826K -$701K -6,006 -48%
FCBT
748
First Citizens Bank & Trust
North Carolina
$824K -$10.1K -87 -1%
DCM
749
Donaldson Capital Management
Indiana
$822K -$10.5K -90 -1%
WF
750
WoodTrust Financial
Wisconsin
$820K +$204K +1,750 +38%

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.