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Edwards Lifesciences

1,314 hedge funds and large institutions have $59.6B invested in Edwards Lifesciences in 2022 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 474 increasing their positions, 477 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $289M | Put options by funds: $189M

8% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 117

0% less funds holding

Funds holding: 1,3201,314 (-6)

1% less repeat investments, than reductions

Existing positions increased: 474 | Existing positions reduced: 477

0.64% less ownership

Funds ownership: 82.53%81.89% (-0.64%)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

11% less capital invested

Capital invested by funds: $66.6B → $59.6B (-$7.03B)

Holders
1,314
Holders Change
-6
Holders Change %
-0.45%
% of All Funds
20.73%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.41%
New
126
Increased
474
Reduced
477
Closed
117
Calls
$289M
Puts
$189M
Net Calls
+$99.6M
Net Calls Change
+$88.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
926
Polaris Wealth Advisory Group
California
$386K
AA
927
ALPS Advisors
Colorado
$386K +$26.9K +240 +8%
SEC
928
Seven Eight Capital
New York
$380K +$362K +3,228 New
OPPTF
929
OPSEU Pension Plan Trust Fund
Ontario, Canada
$379K +$23.4K +209 +7%
CB
930
Cadence Bank
Mississippi
$377K +$2.81K +25 +0.8%
FIM
931
Freedom Investment Management
Connecticut
$375K -$114K -1,018 -24%
WA
932
Wealth Architects
California
$375K +$4.49K +40 +1%
OHWP
933
Oak Harbor Wealth Partners
North Carolina
$374K +$49K +437 +16%
PMFA
934
Plante Moran Financial Advisors
Michigan
$373K -$16.8K -150 -5%
AWP
935
Ascent Wealth Partners
New York
$372K -$10.1K -90 -3%
BBNA
936
Bremer Bank National Association
Minnesota
$367K -$51.3K -457 -13%
PP
937
Paloma Partners
Connecticut
$366K -$335K -2,990 -49%
SFG
938
SevenBridge Financial Group
Pennsylvania
$366K -$59.2K -528 -15%
MA
939
Mezzasalma Advisors
New Jersey
$366K
AWM
940
Act Wealth Management
Texas
$365K -$22.4K -200 -6%
CCMG
941
Clark Capital Management Group
Pennsylvania
$363K -$49.4K -440 -12%
KLC
942
Knowledge Leaders Capital
Colorado
$363K -$2.13K -19 -0.6%
EWM
943
Evercore Wealth Management
New York
$361K -$19.3K -172 -5%
RAM
944
Roanoke Asset Management
New Jersey
$360K
DSC
945
Duncker Streett & Co
Missouri
$356K -$46K -410 -12%
XT
946
XTX Topco
Cayman Islands
$354K +$337K +3,005 New
SOAMC
947
Spirit of America Management Corp
New York
$353K
PC
948
Permanens Capital
New York
$353K +$89.7K +800 +36%
BRWM
949
B. Riley Wealth Management
Tennessee
$352K +$139K +1,240 +71%
C
950
Certuity
Florida
$351K +$47.1K +420 +16%

EW Hedge Fund Activity: Q1 2022 in Review

1,314 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2022, worth a combined $59.6B — down 11% from $66.6B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new EW positions and 117 closed out — a net gain of 9 holders — while 474 added to existing stakes and 477 trimmed.

The largest buyer was Nuveen, adding an estimated $196M. The largest seller was UBS AM, cutting an estimated $196M.

  • 1,314 institutional investors held Edwards Lifesciences (EW) as of Q1 2022, down from 1,320 in Q4 2021.
  • Funds reported $59.6B of Edwards Lifesciences stock for Q1 2022, down 11% quarter-over-quarter.
  • 126 funds opened new Edwards Lifesciences positions in Q1 2022 and 117 closed out, a net change of +9 holders.
  • The largest Edwards Lifesciences buyer in Q1 2022 was Nuveen, an estimated $196M added.
  • The largest Edwards Lifesciences seller in Q1 2022 was UBS AM, an estimated $196M sold.

Based on aggregated 13F filings for Q1 2022.