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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
EBA
1076
Eagle Bay Advisors
New York
$59.8K
CSB
1077
City State Bank
Iowa
$59K +$11.6K +150 +24%
UIA
1078
Ulland Investment Advisors
Minnesota
$58K
GPI
1079
General Partner Inc
Pennsylvania
$56.6K +$58.4K +758 New
ECG
1080
Edge Capital Group
Georgia
$56.4K +$4.86K +63 +9%
ZB
1081
Zions Bancorporation
Utah
$55.5K +$15.7K +204 +38%
BSB
1082
Bangor Savings Bank
Maine
$53K
RFG
1083
RFP Financial Group
Georgia
$52.8K +$54.6K +708 New
LS
1084
Leelyn Smith
Illinois
$52.5K +$12.6K +163 +30%
WT
1085
Washington Trust
Rhode Island
$52.1K +$38.5K +500 +253%
PGAM
1086
Princeton Global Asset Management
New Jersey
$52K
BAAM
1087
Baker Avenue Asset Management
California
$51.6K +$53.3K +692 New
TF
1088
TimeScale Financial
Massachusetts
$51.6K
GEA
1089
Glen Eagle Advisors
New Jersey
$49.8K
WSC
1090
Wellington Shields & Co
New York
$49.1K
MWC
1091
MBM Wealth Consultants
Missouri
$49K -$435K -5,650 -89%
BCFD
1092
Boit C.F. David
$48.5K
JFGIW
1093
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$46.8K
FNBOSM
1094
First National Bank of South Miami
Florida
$45K
Loomis, Sayles & Company
1095
Loomis, Sayles & Company
Massachusetts
$45K +$34.5K +448 +287%
IRAG
1096
Investment Research & Advisory Group
Georgia
$44.8K
CTA
1097
Colonial Trust Advisors
South Carolina
$44K +$45.5K +590 New
CA
1098
CoreCap Advisors
Michigan
$43.6K +$45.1K +585 New
FMB
1099
Field & Main Bank
Kentucky
$42.1K
NECFA
1100
New England Capital Financial Advisors
Connecticut
$41.9K +$40.7K +528 New

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.