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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
CIA
851
Capital Investment Advisors
Georgia
$339K +$44.9K +583 +15%
RWB
852
RMR Wealth Builders
New Jersey
$336K
FA
853
Fortis Advisors
Pennsylvania
$336K
SACTSONJ
854
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$336K
ACP
855
Aviance Capital Partners
Florida
$332K
FAM
856
Fred Alger Management
New York
$331K -$64.4M -835,440 -99%
PTC
857
Petrus Trust Company
Texas
$329K +$152K +1,976 +81%
FP
858
Foundry Partners
Minnesota
$328K -$84.3K -1,094 -20%
VCP
859
Verus Capital Partners
Arizona
$327K +$4.39K +57 +1%
BFM
860
Boothbay Fund Management
New York
$325K -$117K -1,512 -26%
CWM
861
Catalyst Wealth Management
Georgia
$323K +$334K +4,335 New
BEAM
862
Baker Ellis Asset Management
Washington
$321K
FMLI
863
Fukoku Mutual Life Insurance
Japan
$319K
MPCG
864
Matrix Private Capital Group
New York
$318K -$4.93K -64 -1%
GG
865
Gofen & Glossberg
Illinois
$317K +$4.08K +53 +1%
PT
866
Plimoth Trust
Massachusetts
$316K +$326K +4,233 New
SVWAG
867
Sound View Wealth Advisors Group
Georgia
$315K +$319K +4,136 New
OAM
868
Oak Asset Management
California
$315K
AP
869
AtonRa Partners
Switzerland
$314K -$73.4K -952 -18%
ESCM
870
Echo Street Capital Management
New York
$314K +$132K +1,717 +69%
ACM
871
Allred Capital Management
Texas
$314K
CWM
872
Connecticut Wealth Management
Connecticut
$311K -$43.9K -570 -12%
SS
873
Simplicity Solutions
Minnesota
$311K -$34.5K -448 -10%
BTI
874
Blue Trust Inc
Georgia
$310K +$97.3K +1,263 +51%
WEG
875
World Equity Group
Illinois
$309K -$24.3K -315 -7%

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.