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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
BCAM
1001
Boston Common Asset Management
Massachusetts
$311K +$38.4K +329 +16%
CNWM
1002
Clay Northam Wealth Management
California
$311K +$280K +2,400 New
EFM
1003
E Fund Management
China
$309K -$3.5K -30 -1%
CAM
1004
Cypress Asset Management
Texas
$307K -$12.2K -105 -4%
CFFP
1005
Center for Financial Planning
Michigan
$307K +$26.5K +227 +11%
JCM
1006
J2 Capital Management
Michigan
$307K +$277K +2,373 New
MA
1007
Mutual Advisors
Nebraska
$306K +$5.25K +45 +2%
PTP
1008
Platform Technology Partners
New York
$305K
ST
1009
Smithfield Trust
Pennsylvania
$301K -$24.4K -209 -8%
HCM
1010
HMS Capital Management
Tennessee
$301K
PWS
1011
Peterson Wealth Services
Utah
$301K +$271K +2,322 New
GTCM
1012
Gyon Technologies Capital Management
New Jersey
$299K -$26.9K -231 -9%
CWM
1013
Cornerstone Wealth Management
Missouri
$299K +$270K +2,312 New
JWM
1014
Jeppson Wealth Management
California
$297K -$8.75K -75 -3%
PCG
1015
Private Capital Group
Connecticut
$296K +$3.15K +27 +1%
CC
1016
Cypress Capital
Tennessee
$296K +$5.25K +45 +2%
LPIC
1017
LeJeune Puetz Investment Counsel
Michigan
$295K
NME
1018
Notis-McConarty Edward
$295K +$265K +2,275 New
NFSG
1019
Newbridge Financial Services Group
Florida
$294K +$241K +2,070 +1,025%
FG
1020
Fiduciary Group
Georgia
$293K
AWA
1021
Aaron Wealth Advisors
Illinois
$293K +$32.3K +277 +14%
B
1022
Barings
North Carolina
$291K -$34.6K -297 -12%
NAM
1023
NorthCrest Asset Manangement
Minnesota
$291K +$262K +2,250 New
BJL
1024
Brighton Jones LLC
Washington
$290K +$3.38K +29 +1%
LSPW
1025
Lake Street Private Wealth
Illinois
$289K +$19.4K +166 +8%

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.