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Edwards Lifesciences

1,273 hedge funds and large institutions have $48.2B invested in Edwards Lifesciences in 2022 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 447 increasing their positions, 480 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.06% less ownership

Funds ownership: 81.89%81.82% (-0.06%)

7% less call options, than puts

Call options by funds: $182M | Put options by funds: $195M

7% less repeat investments, than reductions

Existing positions increased: 447 | Existing positions reduced: 480

3% less funds holding

Funds holding: 1,3151,273 (-42)

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

17% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 137

19% less capital invested

Capital invested by funds: $59.6B → $48.2B (-$11.3B)

Holders
1,273
Holders Change
-42
Holders Change %
-3.19%
% of All Funds
21.44%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.37%
New
114
Increased
447
Reduced
480
Closed
137
Calls
$182M
Puts
$195M
Net Calls
-$13M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
BAS
1001
Brown Advisory Securities
Maryland
$240K -$199K -1,922 -43%
BTI
1002
Blue Trust Inc
Georgia
$240K +$211K +2,041 New
WEG
1003
World Equity Group
Illinois
$239K +$260K +2,514 New
VA
1004
Valmark Advisers
Ohio
$238K -$9.21K -89 -3%
HL
1005
HeadInvest LLC
Maine
$238K
BMC
1006
Benin Management Corp
Connecticut
$238K +$72.5K +700 +39%
STA
1007
Summit Trail Advisors
New York
$238K +$259K +2,501 New
CICI
1008
Capital Investment Counsel Inc
North Carolina
$236K
MFA
1009
Mayflower Financial Advisors
Massachusetts
$236K +$1.24K +12 +0.5%
FF
1010
FourThought Financial
Florida
$236K +$30.1K +291 +13%
CSPIA
1011
Cary Street Partners Investment Advisory
Virginia
$236K +$257K +2,478 New
WE
1012
Wealth Effects
Massachusetts
$235K -$7.76K -75 -3%
NFSG
1013
Newbridge Financial Services Group
Florida
$235K +$13.7K +132 +6%
BCA
1014
Bay Colony Advisors
Massachusetts
$235K +$242K +2,335 New
WG
1015
Welch Group
Alabama
$233K
JWM
1016
Jeppson Wealth Management
California
$232K +$10.4K +100 +4%
HWMA
1017
Heritage Wealth Management (Arizona)
Arizona
$232K
PIM
1018
Penobscot Investment Management
Massachusetts
$231K
CCA
1019
Column Capital Advisors
Indiana
$230K
WA
1020
Wealth Alliance
New York
$230K +$251K +2,421 New
CF
1021
Centaurus Financial
California
$230K +$251K +2,424 New
ATWA
1022
Arbor Trust Wealth Advisors
Michigan
$228K
CNWM
1023
Clay Northam Wealth Management
California
$228K
CBT
1024
CoreFirst Bank & Trust
Kansas
$228K
PFA
1025
Pathway Financial Advisors
Vermont
$227K +$104 +1 +0%

EW Hedge Fund Activity: Q2 2022 in Review

1,273 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2022, worth a combined $48.2B — down 19% from $59.6B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of EW and 114 opened new positions — a net loss of 23 holders — while 480 trimmed existing stakes and 447 added.

The largest buyer was Morgan Stanley, adding an estimated $313M. The largest seller was Janus Henderson Group, cutting an estimated $224M.

  • 1,273 institutional investors held Edwards Lifesciences (EW) as of Q2 2022, down from 1,315 in Q1 2022.
  • Funds reported $48.2B of Edwards Lifesciences stock for Q2 2022, down 19% quarter-over-quarter.
  • 114 funds opened new Edwards Lifesciences positions in Q2 2022 and 137 closed out, a net change of -23 holders.
  • The largest Edwards Lifesciences buyer in Q2 2022 was Morgan Stanley, an estimated $313M added.
  • The largest Edwards Lifesciences seller in Q2 2022 was Janus Henderson Group, an estimated $224M sold.

Based on aggregated 13F filings for Q2 2022.