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
CT
1051
Clearstead Trust
Maine
$78K +$80.7K +1,047 New
PFBT
1052
Parkside Financial Bank & Trust
Missouri
$77.9K +$3.85K +50 +5%
BBHC
1053
Brown Brothers Harriman & Co
New York
$75.6K -$925 -12 -1%
MME
1054
Meag Munich Ergo
Germany
$74.9K
CB
1055
Community Bank
New York
$74.8K +$74K +960 +2,286%
USCWA
1056
U.S. Capital Wealth Advisors
Texas
$74.7K +$77.1K +1,001 New
CAS
1057
Coppell Advisory Solutions
Texas
$74.6K +$77.1K +1,000 New
CASC
1058
Coppell Advisory Solutions Corp
Texas
$74.6K +$77.1K +1,000 New
FFC
1059
First Financial Corp
Indiana
$73.5K -$9.4K -122 -11%
MWM
1060
MinichMacGregor Wealth Management
New York
$71.6K +$74K +960 New
CCMW
1061
Cypress Capital Management (Wyoming)
Wyoming
$71.3K -$57.8K -750 -44%
LS
1062
Livforsakringsbolaget Skandia
Sweden
$70.1K
ST
1063
Smithfield Trust
Pennsylvania
$70K
SAM
1064
Sycomore Asset Management
France
$70K +$10.8K +140 +17%
AP
1065
Atwood & Palmer
Missouri
$68K
SWA
1066
SOA Wealth Advisors
New York
$67.2K -$231 -3 -0.3%
GBT
1067
Grove Bank & Trust
Florida
$67K +$68.8K +893 New
PWMG
1068
Prestige Wealth Management Group
New Jersey
$66.3K -$89.9K -1,166 -57%
NSIM
1069
North Star Investment Management
Illinois
$65.8K +$2.31K +30 +4%
SWA
1070
Sutton Wealth Advisors
Florida
$65.7K +$1K +13 +1%
CWP
1071
Concord Wealth Partners
Virginia
$64.2K +$66.3K +860 New
PB
1072
Pinnacle Bancorp
Nebraska
$64K +$8.25K +107 +14%
IUHSA
1073
Itau Unibanco Holding S.A.
Brazil
$63.4K +$32.4K +421 +98%
ONST
1074
Old North State Trust
North Carolina
$63K
ZIG
1075
Zullo Investment Group
Pennsylvania
$61.8K

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.