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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
CCA
1026
Column Capital Advisors
Indiana
$288K -$8.98K -77 -3%
PP
1027
Pegasus Partners
Wisconsin
$288K
TFS
1028
Thoroughbred Financial Services
Tennessee
$288K +$260K +2,229 New
SC
1029
Sonen Capital
California
$287K +$258K +2,215 New
MSR
1030
Main Street Research
Connecticut
$285K
PC
1031
Permanens Capital
New York
$285K +$257K +2,200 New
CT
1032
Cambridge Trust
Massachusetts
$285K +$257K +2,202 New
FF
1033
FourThought Financial
Florida
$284K -$130K -1,116 -34%
XSC
1034
X-Square Capital
Puerto Rico
$284K
RWM
1035
Ritholtz Wealth Management
New York
$282K +$254K +2,178 New
BWP
1036
BSW Wealth Partners
Colorado
$280K +$30.1K +258 +14%
AFG
1037
Allegheny Financial Group
Pennsylvania
$279K
AFM
1038
Andesa Financial Management
Pennsylvania
$279K +$41.5K +356 +20%
CAG
1039
Crestwood Advisors Group
Massachusetts
$279K +$251K +2,154 New
CISOA
1040
Capital Investment Services of America
Wisconsin
$278K
SVWAG
1041
Sound View Wealth Advisors Group
Georgia
$278K
MFA
1042
Mayflower Financial Advisors
Massachusetts
$278K +$467 +4 +0.2%
MFG
1043
Menard Financial Group
Texas
$277K -$40.4K -346 -14%
MW
1044
Marcum Wealth
Ohio
$277K -$2.57K -22 -1%
BWL
1045
Bogart Wealth LLC
Virginia
$277K
PCS
1046
Personal CFO Solutions
New Jersey
$277K +$20.5K +176 +9%
BG
1047
Bahl & Gaynor
Ohio
$275K
PL
1048
Parthenon LLC
Kentucky
$274K
T
1049
TOBAM
France
$274K
NICM
1050
Neo Ivy Capital Management
New York
$273K -$664K -5,695 -73%

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.