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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
SCI
826
Stableford Capital II
Arizona
$365K +$369K +4,786 New
AF
827
Allworth Financial
California
$365K -$4.39K -57 -1%
CB
828
CNB Bank
Pennsylvania
$364K +$32.5K +422 +9%
HWMA
829
Heritage Wealth Management (Arizona)
Arizona
$364K +$188K +2,439 +100%
SIMM
830
Stillwater Investment Management (Minnesota)
Minnesota
$364K
HBT
831
Hills Bank & Trust
Iowa
$362K
LWP
832
Lumature Wealth Partners
Georgia
$362K +$17.3K +224 +5%
ET
833
Equitable Trust
Tennessee
$359K +$101K +1,308 +37%
TA
834
Tiedemann Advisors
New York
$358K
PCM
835
Prelude Capital Management
New York
$357K +$96.9K +1,257 +36%
LJHT
836
Laurie J. Hall Trustee
$356K -$7.71K -100 -2%
AAS
837
Ameritas Advisory Services
Nebraska
$355K +$150K +1,948 +69%
TCM
838
Tributary Capital Management
Nebraska
$355K -$7.71K -100 -2%
MA
839
MJP Associates
Connecticut
$351K +$13.2K +171 +4%
DWT
840
Dorsey & Whitney Trust
South Dakota
$351K -$21.9K -284 -6%
FA
841
Fagan Associates
New York
$349K
MOS
842
MGO One Seven
Ohio
$348K -$8.79K -114 -2%
SSG
843
Summit Securities Group
New York
$347K +$250K +3,244 +230%
HWA
844
Heritage Wealth Advisors
Virginia
$346K -$6.24K -81 -2%
SMH
845
Sanders Morris Harris
Texas
$345K
WPW
846
Waldron Private Wealth
Pennsylvania
$344K
PWM
847
Perigon Wealth Management
California
$344K +$106K +1,379 +43%
DAS
848
Dynamic Advisor Solutions
Arizona
$341K -$13.3K -173 -4%
BHC
849
Bowen Hanes & Co
Florida
$339K -$1.91M -24,820 -85%
BC
850
Bowman & Company
Wisconsin
$339K -$125K -1,620 -26%

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.