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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
FWM
901
Frontier Wealth Management
Missouri
$463K -$11.7K -100 -3%
BBNA
902
Bremer Bank National Association
Minnesota
$463K
DG
903
DMC Group
Alabama
$462K +$529K +4,536 New
SMG
904
Spectrum Management Group
Indiana
$460K +$414K +3,553 New
KCM
905
KRS Capital Management
Michigan
$460K +$415K +3,555 New
CCMG
906
Clark Capital Management Group
Pennsylvania
$457K +$162K +1,393 +65%
FL
907
Fort LP
Maryland
$455K +$410K +3,514 New
OPS
908
Orion Portfolio Solutions
Nebraska
$450K +$14.3K +123 +4%
WAG
909
Winthrop Advisory Group
Massachusetts
$450K +$20.2K +173 +5%
DSC
910
Duncker Streett & Co
Missouri
$445K
M
911
Mirova
France
$443K -$243K -2,084 -38%
CNBT
912
Cornerstone National Bank & Trust
Illinois
$442K
MC
913
Middleton & Co
Massachusetts
$439K
SDWMA
914
Schneider Downs Wealth Management Advisors
Pennsylvania
$439K
LFM
915
LGT Fund Management
Liechtenstein
$438K +$394K +3,378 New
WB
916
West Bancorporation
Iowa
$434K +$390K +3,347 New
PMFA
917
Plante Moran Financial Advisors
Michigan
$430K -$36.6K -314 -9%
AWM
918
Act Wealth Management
Texas
$428K +$385K +3,300 New
ET
919
Equitable Trust
Tennessee
$428K +$385K +3,300 New
KP
920
Keel Point
Alabama
$427K +$27.3K +234 +8%
DCM
921
Dupont Capital Management
Delaware
$425K -$1.08M -9,288 -74%
AWP
922
Ascent Wealth Partners
New York
$421K -$15.4K -132 -4%
EWM
923
Evercore Wealth Management
New York
$419K
SAM
924
Simplify Asset Management
Nevada
$419K +$377K +3,234 New
CRWM
925
Castle Rock Wealth Management
California
$417K +$30.3K +260 +8%

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.