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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
PWS
926
Peterson Wealth Services
Utah
$250K +$5.01K +65 +2%
ATC
927
Argent Trust Co
Tennessee
$249K -$15.7K -204 -6%
TA
928
TFB Advisors
Kansas
$247K +$255K +3,308 New
LC
929
Lindbrook Capital
California
$247K -$25.7K -333 -9%
WH
930
Willner & Heller
California
$245K +$253K +3,285 New
TC
931
TownSquare Capital
Utah
$245K +$34.7K +450 +16%
EWM
932
Evercore Wealth Management
New York
$244K -$63.5K -824 -20%
PWAG
933
Polaris Wealth Advisory Group
California
$242K
KFI
934
Key Financial Inc
Pennsylvania
$240K
CB
935
Cadence Bank
Mississippi
$239K
CCIA
936
Campbell & Co Investment Adviser
Maryland
$239K +$247K +3,205 New
WAG
937
Winthrop Advisory Group
Massachusetts
$239K
ISWM
938
Independent Solutions Wealth Management
New York
$237K
WA
939
Waverly Advisors
Alabama
$235K +$8.71K +113 +4%
PTP
940
Platform Technology Partners
New York
$234K
JWCA
941
J.W. Cole Advisors
Florida
$234K -$13K -169 -5%
WANY
942
Wealthspire Advisors (New York)
New York
$233K +$241K +3,124 New
SWM
943
Seed Wealth Management
Illinois
$233K +$240K +3,120 New
MA
944
Mezzasalma Advisors
New Jersey
$232K
AWM
945
Act Wealth Management
Texas
$231K
WA
946
Wealth Architects
California
$230K +$2.08K +27 +0.9%
CL
947
Choreo LLC
Illinois
$230K +$237K +3,080 New
BFA
948
Bill Few Associates
Pennsylvania
$229K -$18.2K -236 -7%
RAM
949
Roanoke Asset Management
New Jersey
$228K
AWP
950
Ascent Wealth Partners
New York
$226K -$21.4K -278 -8%

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.