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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
NW
726
NewEdge Wealth
Pennsylvania
$518K -$3.01K -39 -0.6%
HIA
727
Harbor Investment Advisory
Maryland
$515K +$9.63K +125 +2%
DWM
728
Dakota Wealth Management
Florida
$508K -$42.7K -554 -8%
VST
729
Van Strum & Towne
California
$508K
FMAEN1
730
Fund Management at Engine No 1
California
$508K +$65.3K +847 +14%
SAM
731
SignalPoint Asset Management
Missouri
$503K +$6.17K +80 +1%
MYIA
732
Mount Yale Investment Advisors
Colorado
$500K -$234K -3,031 -31%
NFG
733
Nations Financial Group
Iowa
$497K +$1K +13 +0.2%
MFG
734
Merit Financial Group
Georgia
$497K +$272K +3,531 +113%
SIC
735
Salem Investment Counselors
North Carolina
$496K -$127K -1,650 -20%
RFA
736
Resurgent Financial Advisors
Georgia
$495K +$28.4K +368 +6%
SP
737
Symmetry Partners
Connecticut
$494K -$60.3K -783 -11%
B
738
Bellecapital
Switzerland
$494K
BCM
739
Brookstone Capital Management
Illinois
$493K +$20.7K +269 +4%
RSC
740
Red Spruce Capital
Pennsylvania
$491K
NA
741
NewEdge Advisors
Louisiana
$489K -$141K -1,826 -7%
RB
742
Renasant Bank
Mississippi
$489K +$88.4K +1,147 +21%
SFA
743
Souders Financial Advisors
Ohio
$488K +$76.6K +994 +18%
RBC
744
Romano Brothers & Co
Illinois
$488K
MNBTD
745
Moody National Bank Trust Division
Texas
$487K
CLOS
746
Compagnie Lombard Odier SCmA
Switzerland
$482K +$24.9K +323 +5%
CFG
747
Citizens Financial Group
Rhode Island
$478K -$169K -2,196 -26%
BC
748
Bartlett & Co
Ohio
$476K
ZCA
749
Zeke Capital Advisors
Pennsylvania
$476K +$78.8K +1,023 +19%
BCWM
750
Bartlett & Co Wealth Management
Ohio
$476K

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.