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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
RMDI
901
R.M. Davis Inc
Maine
$282K +$13.9K +180 +5%
DP
902
Dearborn Partners
Illinois
$279K +$288K +3,737 New
FNT
903
First National Trust
Pennsylvania
$277K +$18.2K +236 +7%
MLFP
904
MPS Loria Financial Planners
Illinois
$277K -$308 -4 -0.1%
CFG
905
Cooper Financial Group
California
$275K -$308 -4 -0.1%
BW
906
Bison Wealth
Georgia
$274K -$9.02K -117 -3%
LFM
907
LGT Fund Management
Liechtenstein
$272K +$21K +272 +8%
WSFS
908
Wilmington Savings Fund Society
Delaware
$272K
LCM
909
Logan Capital Management
Pennsylvania
$272K
MC
910
Maverick Capital
Texas
$270K -$818K -10,616 -75%
CAM
911
Cresset Asset Management
Illinois
$270K +$45K +584 +6%
IAG
912
Investment Advisory Group
Massachusetts
$267K
OHWP
913
Oak Harbor Wealth Partners
North Carolina
$262K -$109K -1,411 -29%
GHA
914
Granite Harbor Advisors
Texas
$261K +$270K +3,503 New
OC
915
Oakworth Capital
Alabama
$261K -$37.8K -491 -12%
CBT
916
CoreFirst Bank & Trust
Kansas
$260K +$83.2K +1,080 +45%
OWA
917
One Wealth Advisors
California
$259K -$341K -4,425 -56%
DI
918
DDFG Inc
California
$257K +$265K +3,444 New
OPS
919
Orion Portfolio Solutions
Nebraska
$255K +$11.3K +146 +4%
DC
920
Davenport & Co
Virginia
$255K -$230K -2,986 -47%
Credit Agricole
921
Credit Agricole
France
$254K -$102K -1,326 -28%
EWA
922
EverSource Wealth Advisors
Alabama
$253K +$137K +1,782 +111%
CNBT
923
Cornerstone National Bank & Trust
Illinois
$252K
PCIA
924
Prime Capital Investment Advisors
Kansas
$252K +$261K +3,381 New
BG
925
Bahl & Gaynor
Ohio
$251K +$14.9K +193 +6%

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.