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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
GAG
1026
Goodman Advisory Group
Massachusetts
$125K
AF
1027
Advisornet Financial
Minnesota
$123K +$3.93K +51 +3%
ME
1028
McIlrath & Eck
Washington
$114K
PFPT
1029
Pinnacle Financial Partners (Tennessee)
Tennessee
$114K
TWM
1030
Tradition Wealth Management
Minnesota
$111K -$385 -5 -0.3%
TCOV
1031
Trust Company of Vermont
Vermont
$109K +$8.63K +112 +8%
PO
1032
Private Ocean
California
$106K
CCA
1033
Column Capital Advisors
Indiana
$106K -$77K -999 -41%
C
1034
Covestor
United Kingdom
$105K +$108K +1,407 New
BA
1035
Bellwether Advisors
Nebraska
$105K +$99.9K +1,296 +1,234%
YDMI
1036
Y.D. More Investments
Israel
$102K +$105K +1,360 New
QC
1037
Quent Capital
New York
$102K -$11.2K -145 -10%
IFAM
1038
Institutional & Family Asset Management
Colorado
$101K
TWA
1039
TCI Wealth Advisors
Arizona
$96.2K -$13K -169 -12%
HBW
1040
Hazlett, Burt & Watson
West Virginia
$93K -$2.77K -36 -3%
GWS
1041
Glassman Wealth Services
Virginia
$92.7K -$1.93K -25 -2%
CJL
1042
Cyrus J. Lawrence
New York
$90K
FWA
1043
FSC Wealth Advisors
New York
$89.5K -$4.24K -55 -4%
KTC
1044
Kistler-Tiffany Companies
Pennsylvania
$89.5K
TH
1045
TCTC Holdings
Texas
$89.5K
VNA
1046
Valley National Advisers
Pennsylvania
$89K -$2.77K -36 -3%
NIC
1047
Northwest Investment Counselors
Oregon
$85.1K +$80.9K +1,050 +1,167%
WTC
1048
WhitTier Trust Company
Nevada
$84.8K -$10.6K -138 -11%
CSWM
1049
Cassady Schiller Wealth Management
Ohio
$81.7K +$84.4K +1,095 New
Dimensional Fund Advisors
1050
Dimensional Fund Advisors
Texas
$81.3K -$1.14M -14,775 -1%

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.