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Edwards Lifesciences

1,273 hedge funds and large institutions have $48.2B invested in Edwards Lifesciences in 2022 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 447 increasing their positions, 480 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.06% less ownership

Funds ownership: 81.89%81.82% (-0.06%)

7% less call options, than puts

Call options by funds: $182M | Put options by funds: $195M

7% less repeat investments, than reductions

Existing positions increased: 447 | Existing positions reduced: 480

3% less funds holding

Funds holding: 1,3151,273 (-42)

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

17% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 137

19% less capital invested

Capital invested by funds: $59.6B → $48.2B (-$11.3B)

Holders
1,273
Holders Change
-42
Holders Change %
-3.19%
% of All Funds
21.44%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.37%
New
114
Increased
447
Reduced
480
Closed
137
Calls
$182M
Puts
$195M
Net Calls
-$13M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
851
Pinnacle Wealth Planning Services
Ohio
$404K +$1.45K +14 +0.3%
AWM
852
Avitas Wealth Management
California
$404K +$439K +4,244 New
SW
853
SVB Wealth
Massachusetts
$403K -$35K -338 -7%
CCM
854
Compton Capital Management
Rhode Island
$401K -$41.4K -400 -9%
ACM
855
Allred Capital Management
Texas
$399K
GG
856
Gofen & Glossberg
Illinois
$399K
SS
857
Simplicity Solutions
Minnesota
$397K +$50K +483 +13%
DCM
858
Donaldson Capital Management
Indiana
$396K -$65.6K -634 -13%
SIM
859
Sentry Investment Management
Wisconsin
$395K -$83.9K -810 -16%
S
860
Schroders
United Kingdom
$393K -$245K -2,363 -36%
CIA
861
Capital Investment Advisors
Georgia
$393K +$37.2K +359 +10%
CB
862
CNB Bank
Pennsylvania
$392K +$15.5K +150 +4%
1CP
863
17 Capital Partners
Arizona
$391K
RMCM
864
Reynders McVeigh Capital Management
Massachusetts
$391K
OIA
865
OneDigital Investment Advisors
Kansas
$390K +$6.52K +63 +2%
FL
866
Fort LP
Maryland
$389K -$213K -2,055 -33%
JDR
867
Jay D. Rosenbaum
$387K -$2.07K -20 -0.5%
CWM
868
Curi Wealth Management
North Carolina
$384K +$7.97K +77 +2%
FSA
869
Franklin Street Advisors
North Carolina
$378K +$411K +3,972 New
SCM
870
Shelton Capital Management
Colorado
$376K
ARMT
871
Amica Retiree Medical Trust
Rhode Island
$374K -$56K -541 -12%
MLL
872
Moody Lynn & Lieberson
Massachusetts
$374K
HAM
873
Hedges Asset Management
Nevada
$373K
SYBT
874
Stock Yards Bank & Trust
Kentucky
$373K +$406K +3,922 New
PCM
875
Parsons Capital Management
Rhode Island
$372K +$5.38K +52 +1%

EW Hedge Fund Activity: Q2 2022 in Review

1,273 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2022, worth a combined $48.2B — down 19% from $59.6B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of EW and 114 opened new positions — a net loss of 23 holders — while 480 trimmed existing stakes and 447 added.

The largest buyer was Morgan Stanley, adding an estimated $313M. The largest seller was Janus Henderson Group, cutting an estimated $224M.

  • 1,273 institutional investors held Edwards Lifesciences (EW) as of Q2 2022, down from 1,315 in Q1 2022.
  • Funds reported $48.2B of Edwards Lifesciences stock for Q2 2022, down 19% quarter-over-quarter.
  • 114 funds opened new Edwards Lifesciences positions in Q2 2022 and 137 closed out, a net change of -23 holders.
  • The largest Edwards Lifesciences buyer in Q2 2022 was Morgan Stanley, an estimated $313M added.
  • The largest Edwards Lifesciences seller in Q2 2022 was Janus Henderson Group, an estimated $224M sold.

Based on aggregated 13F filings for Q2 2022.