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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
SCA
926
Snowden Capital Advisors
New York
$416K -$393K -3,371 -51%
CWM
927
Connecticut Wealth Management
Connecticut
$415K
MPW
928
Monterey Private Wealth
California
$414K
JWCA
929
J.W. Cole Advisors
Florida
$414K +$13.3K +114 +4%
CB
930
Cadence Bank
Mississippi
$412K
Walleye Trading
931
Walleye Trading
New York
$412K +$58.4K +501 +19%
WA
932
Wealth Architects
California
$408K -$45K -386 -11%
FAIM
933
Financial Advocates Investment Management
Washington
$406K +$153K +1,310 +72%
PWAG
934
Polaris Wealth Advisory Group
California
$404K -$11.5K -99 -3%
MA
935
Mezzasalma Advisors
New Jersey
$402K
KLC
936
Knowledge Leaders Capital
Colorado
$402K +$28.1K +241 +8%
AWM
937
Altium Wealth Management
New York
$397K +$98.9K +848 +38%
RAM
938
Roanoke Asset Management
New Jersey
$396K
PFG
939
PAX Financial Group
Texas
$395K +$356K +3,048 New
AAS
940
Ameritas Advisory Services
Nebraska
$395K +$356K +3,053 New
AA
941
ALPS Advisors
Colorado
$394K +$4.32K +37 +1%
SW
942
SteelPeak Wealth
California
$394K +$40.6K +348 +13%
WMP
943
Wealth Management Partners
Arizona
$392K -$108K -929 -24%
JF
944
Jump Financial
Illinois
$389K -$991K -8,500 -74%
SOAMC
945
Spirit of America Management Corp
New York
$389K
PWM
946
Perigon Wealth Management
California
$386K +$32.1K +275 +10%
WKSWA
947
White Knight Strategic Wealth Advisors
New Jersey
$386K +$347K +2,976 New
GVAG
948
Great Valley Advisor Group
Delaware
$385K
MJRIC
949
Mogy Joel R Investment Counsel
California
$385K
CAM
950
Columbia Asset Management
Michigan
$383K

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.