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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
SAMC
976
Spectrum Asset Management (California)
California
$347K
SAI
977
Systematic Alpha Investments
New Jersey
$346K
MPAM
978
Murphy Pohlad Asset Management
Minnesota
$345K
BMC
979
Beaton Management Company
Massachusetts
$340K
WE
980
Wealth Effects
Massachusetts
$340K +$306K +2,625 New
APP
981
Avantax Planning Partners
Iowa
$339K +$3.27K +28 +1%
HPWM
982
Highland Private Wealth Management
Washington
$337K +$19.4K +166 +7%
FFM
983
Forum Financial Management
Illinois
$334K +$300K +2,576 New
ABC
984
Associated Banc-Corp
Wisconsin
$333K
C
985
Certuity
Florida
$332K -$25.2K -216 -8%
HL
986
HeadInvest LLC
Maine
$331K +$4.43K +38 +2%
FAG
987
Fortitude Advisory Group
Washington
$331K +$298K +2,556 New
ATWA
988
Arbor Trust Wealth Advisors
Michigan
$330K
SB
989
Strategic Blueprint
Georgia
$328K +$70.1K +601 +31%
RBFC
990
Roman Butler Fullerton & Co
Missouri
$326K
BL
991
Balentine LLC
Georgia
$326K +$53.8K +461 +22%
CICI
992
Capital Investment Counsel Inc
North Carolina
$321K +$289K +2,480 New
WG
993
Welch Group
Alabama
$320K +$1.75K +15 +0.6%
CA
994
CoreCap Advisors
Michigan
$316K +$284K +2,438 New
OIA
995
Optimum Investment Advisors
Illinois
$315K
PIM
996
Penobscot Investment Management
Massachusetts
$314K +$3.15K +27 +1%
WFI
997
West Family Investments
California
$312K
ANTB
998
AMG National Trust Bank
Colorado
$311K -$11.7K -100 -4%
CBT
999
CoreFirst Bank & Trust
Kansas
$311K
WANY
1000
Wealthspire Advisors (New York)
New York
$311K +$35K +300 +14%

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.