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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
RCA
851
Roberts Capital Advisors
Colorado
$582K +$524K +4,494 New
CHP
852
Cable Hill Partners
Oregon
$579K -$430K -3,686 -45%
OAM
853
Oak Asset Management
California
$573K -$23.3K -200 -4%
RA
854
RFG Advisory
Alabama
$572K +$16.1K +138 +3%
VWM
855
Valley Wealth Managers
New Jersey
$563K +$37.8K +324 +8%
BFA
856
Beaumont Financial Advisors
Massachusetts
$560K
BEAM
857
Baker Ellis Asset Management
Washington
$558K
CFA
858
Compass Financial Advisors
Indiana
$555K +$500K +4,284 New
EN1L
859
Engine No 1 LLC
California
$553K +$106K +906 +27%
CMI
860
Clare Market Investments
Texas
$552K
MCA
861
Magnolia Capital Advisors
Mississippi
$549K +$24.8K +213 +5%
NL
862
NWAM LLC
Washington
$546K +$126K +1,079 +34%
FIM
863
Freedom Investment Management
Connecticut
$545K +$54.9K +471 +13%
LCM
864
Logan Capital Management
Pennsylvania
$539K
CB
865
CNB Bank
Pennsylvania
$538K +$28.8K +247 +6%
5L
866
55I LLC
Massachusetts
$538K +$105K +897 +27%
RMCM
867
Reynders McVeigh Capital Management
Massachusetts
$533K -$117 -1 -0%
1CP
868
17 Capital Partners
Arizona
$532K
FNT
869
First National Trust
Pennsylvania
$528K +$2.57K +22 +0.5%
IC
870
Intersect Capital
California
$526K -$45K -386 -9%
SMF
871
Sterling Manor Financial
New York
$524K +$471K +4,042 New
DHFB
872
Dixon Hubard Feinour & Brown
Virginia
$515K +$124K +1,067 +37%
DY
873
Dowling & Yahnke
California
$513K -$3.73K -32 -0.8%
CWM
874
Curi Wealth Management
North Carolina
$513K
WA
875
WESPAC Advisors
California
$512K -$318K -2,724 -41%

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.