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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
AB
776
Atlas Brown
Kentucky
$441K
APW
777
Atlantic Private Wealth
North Carolina
$441K
CIA
778
Choate Investment Advisors
Massachusetts
$436K -$191K -2,475 -30%
LDB
779
Lee, Danner & Bass
Tennessee
$436K
CS
780
Comerica Securities
Michigan
$433K +$448K +5,808 New
YC
781
Yarbrough Capital
Tennessee
$431K
CIG
782
Cascade Investment Group
Colorado
$429K +$444K +5,755 New
MC
783
Middleton & Co
Massachusetts
$427K +$192K +2,485 +77%
T
784
TOBAM
France
$426K +$230K +2,979 +109%
LFAS
785
Level Four Advisory Services
Texas
$422K +$436K +5,652 New
HWM
786
Hohimer Wealth Management
Washington
$420K -$129K -1,674 -23%
QCG
787
Quadrant Capital Group
Ohio
$418K -$45.9K -595 -10%
MAC
788
Mason & Associates (California)
California
$418K
WLIM
789
White Lighthouse Investment Management
Massachusetts
$417K
BFEC
790
Benjamin F. Edwards & Company
Missouri
$417K -$11.6K -151 -3%
CWM
791
Congress Wealth Management
Massachusetts
$416K -$6.01K -78 -1%
AWA
792
Alta Wealth Advisors
Massachusetts
$415K +$12.3K +160 +3%
SHFA
793
SC&H Financial Advisors
Maryland
$408K
CC
794
Capital Counsel
New York
$407K -$63.6M -825,854 -99%
BBA
795
BLB&B Advisors
Pennsylvania
$406K
HPC
796
HM Payson & Co
Maine
$405K +$43.7K +567 +12%
CA
797
Claro Advisors
Massachusetts
$405K -$77.9K -1,011 -16%
JMFC
798
J.M. Forbes & Co
Massachusetts
$399K +$413K +5,360 New
IFWM
799
Institute for Wealth Management
Colorado
$399K -$16.2K -210 -4%
First Manhattan
800
First Manhattan
New York
$399K +$2.39K +31 +0.6%

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.