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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
JMFC
801
J.M. Forbes & Co
Massachusetts
$685K
GFP
802
Gryphon Financial Partners
Ohio
$684K -$47.7K -409 -7%
KIA
803
KCM Investment Advisors
California
$680K +$7.93K +68 +1%
BFA
804
Bragg Financial Advisors
North Carolina
$678K
TCM
805
Tributary Capital Management
Nebraska
$674K -$26.2K -225 -4%
HPC
806
HM Payson & Co
Maine
$672K -$40.6K -348 -6%
CCA
807
Checchi Capital Advisers
California
$665K +$6.76K +58 +1%
GG
808
Gofen & Glossberg
Illinois
$659K -$40.4K -346 -6%
VCA
809
Verdence Capital Advisors
Maryland
$657K -$5.83K -50 -1%
NFG
810
Next Financial Group
Texas
$657K +$365K +3,130 +162%
NPA
811
Nichols & Pratt Advisers
Massachusetts
$654K -$93.3K -800 -14%
LCM
812
Liberty Capital Management
Michigan
$653K
AF
813
Allworth Financial
California
$653K +$112K +960 +24%
SIA
814
Schechter Investment Advisors
Michigan
$653K +$588K +5,041 New
MIM
815
Merrion Investment Management
New Jersey
$647K
FCH
816
Freestone Capital Holdings
Washington
$645K +$116K +996 +25%
LJHT
817
Laurie J. Hall Trustee
$640K -$2.92K -25 -0.5%
EAMA
818
EFG Asset Management (Americas)
Florida
$638K -$32.8K -281 -5%
BMM
819
Buffington Mohr McNeal
Idaho
$638K
VVP
820
Venture Visionary Partners
Ohio
$636K -$3.15K -27 -0.5%
TA
821
Tiedemann Advisors
New York
$635K -$583 -5 -0.1%
HBT
822
Hills Bank & Trust
Iowa
$635K
MWC
823
MBM Wealth Consultants
Missouri
$634K +$45.4K +389 +9%
SIMM
824
Stillwater Investment Management (Minnesota)
Minnesota
$632K -$101K -864 -15%
WT
825
Whittier Trust
California
$632K +$362K +3,102 +175%

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.