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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
OWA
776
One Wealth Advisors
California
$749K -$278K -2,386 -29%
CBFP
777
Cedar Brook Financial Partners
Ohio
$749K +$1.75K +15 +0.3%
CWM
778
Congress Wealth Management
Massachusetts
$749K +$675K +5,785 New
IFWM
779
Institute for Wealth Management
Colorado
$744K
SFS
780
Stiles Financial Services
Minnesota
$743K +$669K +5,735 New
RFA
781
Resurgent Financial Advisors
Georgia
$739K +$666K +5,708 New
HIM
782
Hillsdale Investment Management
Ontario, Canada
$738K
GAM
783
Gotham Asset Management
New York
$732K -$536K -4,593 -45%
WSFS
784
Wilmington Savings Fund Society
Delaware
$732K -$252K -2,158 -28%
ATC
785
Argent Trust Co
Tennessee
$731K
AAS
786
Avantax Advisory Services
Texas
$727K -$72.1K -618 -10%
CT
787
Chicago Trust
Illinois
$727K -$11.2K -96 -2%
DGAM
788
Desjardins Global Asset Management
Quebec, Canada
$725K +$653K +5,595 New
MAC
789
Mason & Associates (California)
California
$725K +$653K +5,597 New
BC
790
Bowman & Company
Wisconsin
$722K +$649K +5,564 New
AI
791
AXS Investments
New York
$712K +$641K +5,497 New
MGP
792
Metis Global Partners
California
$704K +$634K +5,435 New
BBA
793
BLB&B Advisors
Pennsylvania
$698K -$19.8K -170 -3%
MA
794
MJP Associates
Connecticut
$693K +$107K +921 +21%
QCG
795
Quadrant Capital Group
Ohio
$692K +$8.52K +73 +1%
FWP
796
FAS Wealth Partners
Kansas
$691K +$279K +2,391 +81%
RCA
797
Resonant Capital Advisors
Wisconsin
$690K -$98.7K -846 -14%
First Manhattan
798
First Manhattan
New York
$688K +$16.8K +144 +3%
RSC
799
Red Spruce Capital
Pennsylvania
$686K +$103K +885 +20%
TCM
800
Teza Capital Management
Illinois
$685K -$178K -1,526 -22%

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.