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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
WKSWA
951
White Knight Strategic Wealth Advisors
New Jersey
$226K
CFFP
952
Center for Financial Planning
Michigan
$226K +$50.5K +655 +28%
WMP
953
Wealth Management Partners
Arizona
$225K
VWM
954
Valley Wealth Managers
New Jersey
$225K -$6.09K -79 -3%
PAIM
955
Punch & Associates Investment Management
Minnesota
$224K
SOAMC
956
Spirit of America Management Corp
New York
$224K
Grantham, Mayo, Van Otterloo & Co (GMO)
957
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$224K +$231K +3,000 New
PWM
958
Purus Wealth Management
California
$223K +$1.54K +20 +0.7%
MJRIC
959
Mogy Joel R Investment Counsel
California
$222K
AFM
960
Andesa Financial Management
Pennsylvania
$222K -$128K -1,657 -36%
CCFCSB
961
Cape Cod Five Cents Savings Bank
Massachusetts
$220K
FFN
962
Focus Financial Network
Minnesota
$218K +$771 +10 +0.3%
JDR
963
Jay D. Rosenbaum
$218K -$60.7K -788 -21%
SSB
964
Sandy Spring Bank
Maryland
$218K +$6.17K +80 +3%
QI
965
Qtron Investments
Massachusetts
$217K
PMFA
966
Plante Moran Financial Advisors
Michigan
$217K -$20K -260 -8%
STA
967
Summit Trail Advisors
New York
$217K +$224K +2,903 New
SAM
968
Smithbridge Asset Management
Pennsylvania
$216K -$593K -7,700 -73%
FANJ
969
Financial Architects (New Jersey)
New Jersey
$216K +$10.9K +141 +5%
AIM
970
Acropolis Investment Management
Missouri
$214K +$385 +5 +0.2%
M
971
Mirova
France
$214K -$166K -2,154 -43%
SC
972
Schulhoff & Co
Ohio
$213K
KP
973
Keel Point
Alabama
$213K -$9.4K -122 -4%
TIMH
974
Tilt Investment Management Holdings
New York
$212K +$219K +2,841 New
AWAU
975
Alliance Wealth Advisors (Utah)
Utah
$211K +$218K +2,829 New

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.