We are live on ! Find out more
EW icon

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
SOW
1001
State of Wyoming
Wyoming
$199K +$52.7K +684 +35%
EAM
1002
Eventide Asset Management
Massachusetts
$195K +$201K +2,607 New
HI
1003
Harbour Investments
Wisconsin
$191K -$9.33K -121 -5%
CF
1004
Centaurus Financial
California
$185K -$9.71K -126 -5%
NFSG
1005
Newbridge Financial Services Group
Florida
$185K +$2.08K +27 +1%
LPIC
1006
LeJeune Puetz Investment Counsel
Michigan
$170K
CT
1007
Cambridge Trust
Massachusetts
$170K -$2.08K -27 -1%
Pacer Advisors
1008
Pacer Advisors
Pennsylvania
$166K -$400K -5,196 -70%
PI
1009
PEAK6 Investments
Illinois
$158K +$163K +2,113 New
HI
1010
Hendershot Investments
Virginia
$157K
Parallax Volatility Advisers
1011
Parallax Volatility Advisers
California
$154K +$159K +2,068 New
SIM
1012
Sentry Investment Management
Wisconsin
$154K -$210K -2,724 -57%
BAM
1013
Belpointe Asset Management
Nevada
$151K -$385 -5 -0.2%
MCC
1014
Money Concepts Capital
Florida
$145K +$115K +1,497 +333%
DGAM
1015
Desjardins Global Asset Management
Quebec, Canada
$143K -$153K -1,983 -51%
HFS
1016
Hantz Financial Services
Michigan
$142K +$7.32K +95 +5%
CAM
1017
Close Asset Management
United Kingdom
$136K
CT
1018
Caldwell Trust
Florida
$134K
AA
1019
Alta Advisers
United Kingdom
$134K
OAJ
1020
Ogorek Anthony Joseph
New York
$133K
CAL
1021
Capital Advisors Ltd
Ohio
$132K +$223K +2,896 +13,790%
FIM
1022
FWL Investment Management
Texas
$131K +$135K +1,755 New
ANBT
1023
American National Bank & Trust
Texas
$129K +$112K +1,447 +517%
NHT
1024
New Hampshire Trust
New Hampshire
$128K +$132K +1,713 New
OLVIG
1025
Oliver Lagore Vanvalin Investment Group
Michigan
$127K -$6.32K -82 -5%

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.