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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
HI
1051
Hendershot Investments
Virginia
$272K +$245K +2,100 New
FA
1052
FDx Advisors
Illinois
$271K -$791K -6,783 -76%
KWM
1053
Kolinsky Wealth Management
New Jersey
$271K +$244K +2,095 New
BA
1054
Bluesphere Advisors
Pennsylvania
$270K
WW
1055
Westshore Wealth
California
$269K
CWM
1056
Circle Wealth Management
New Jersey
$268K
CS
1057
Cannell & Spears
New York
$268K +$241K +2,067 New
WFPG
1058
Waller Financial Planning Group
Ohio
$267K
AC
1059
Alley Company
Illinois
$266K
FFG
1060
Fortem Financial Group
California
$262K
JFGIW
1061
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$262K
PFA
1062
Pathway Financial Advisors
Vermont
$261K +$279K +2,391 New
FEM
1063
Fulcrum Equity Management
Texas
$259K -$8.98K -77 -4%
CPO
1064
Cerity Partners OCIO
New York
$259K
CGA
1065
Crescent Grove Advisors
Illinois
$259K
MHP
1066
Manatuck Hill Partners
Connecticut
$259K +$233K +2,000 New
NAM
1067
Nexpoint Asset Management
Texas
$259K +$233K +2,000 New
MAG
1068
MRA Advisory Group
New Jersey
$258K -$8.4K -72 -3%
AFG
1069
Alterity Financial Group
Maine
$258K +$232K +1,991 New
PWP
1070
Principle Wealth Partners
Connecticut
$257K
LAS
1071
LWM Advisory Services
Florida
$257K +$232K +1,986 New
TIA
1072
Tiemann Investment Advisors
California
$256K
MWM
1073
Modera Wealth Management
New Jersey
$255K +$229K +1,966 New
G
1074
GenTrust
Florida
$254K -$59.3K -508 -18%
OFG
1075
OmniStar Financial Group
North Carolina
$253K -$4.08K -35 -2%

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.