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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
FB
876
Fulton Bank
Pennsylvania
$307K -$36.9K -479 -10%
VA
877
Valmark Advisers
Ohio
$306K +$102K +1,326 +48%
BIM
878
Baldwin Investment Management
Pennsylvania
$305K +$27K +350 +9%
LJAC
879
L.J. Altfest & Co
New York
$305K +$56.7K +736 +22%
CAAS
880
Capital Asset Advisory Services
Michigan
$304K +$313K +4,060 New
SIA
881
Schechter Investment Advisors
Michigan
$303K -$108K -1,407 -26%
BFA
882
Bragg Financial Advisors
North Carolina
$302K -$97.3K -1,263 -24%
CWM
883
Curi Wealth Management
North Carolina
$301K +$154 +2 +0%
CWS
884
Confluence Wealth Services
Pennsylvania
$301K +$17.3K +225 +6%
ACA
885
Aptus Capital Advisors
Alabama
$298K -$17.3K -225 -5%
LWMNY
886
Landmark Wealth Management (New York)
New York
$298K
CA
887
Clearstead Advisors
Ohio
$297K +$86.6K +1,124 +39%
SCM
888
Shelton Capital Management
Colorado
$295K
CI
889
CX Institutional
Indiana
$295K +$305K +3,952 New
PCM
890
Parsons Capital Management
Rhode Island
$295K +$1.23K +16 +0.4%
MLL
891
Moody Lynn & Lieberson
Massachusetts
$293K
SYBT
892
Stock Yards Bank & Trust
Kentucky
$293K
SSWM
893
Strait & Sound Wealth Management
California
$292K +$285K +3,699 New
HAM
894
Hedges Asset Management
Nevada
$291K
Federated Hermes
895
Federated Hermes
Pennsylvania
$289K -$57.1M -740,680 -99%
VF
896
Virtu Financial
New York
$288K -$1.51M -19,558 -84%
PAG
897
Private Advisor Group
New Jersey
$287K -$267K -3,462 -10%
KCM
898
KRS Capital Management
Michigan
$285K +$15.4K +200 +6%
CSPIA
899
Cary Street Partners Investment Advisory
Virginia
$282K -$3.85K -50 -1%
FFP
900
FourThought Financial Partners
Florida
$282K +$291K +3,781 New

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.