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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
OAJ
1101
Ogorek Anthony Joseph
New York
$231K
SA
1102
Strategic Advisors
New York
$230K -$51.8K -444 -20%
SFS
1103
Strategic Financial Services
New York
$230K
CFO
1104
CVA Family Office
Colorado
$230K +$125K +1,074 +152%
OFG
1105
Oxford Financial Group
Indiana
$229K +$206K +1,767 New
AWM
1106
Aberdeen Wealth Management
Illinois
$228K +$205K +1,758 New
ESB
1107
Essex Savings Bank
Connecticut
$226K -$16.9K -145 -8%
IA
1108
Insight Advisors
Pennsylvania
$226K +$203K +1,743 New
BRWM
1109
B. Riley Wealth Management
Tennessee
$226K +$204K +1,748 New
EFS
1110
Essex Financial Services
Connecticut
$223K -$25.7K -220 -11%
CCMW
1111
Cypress Capital Management (Wyoming)
Wyoming
$221K -$236K -2,025 -54%
WFA
1112
Wellspring Financial Advisors
Ohio
$220K +$198K +1,699 New
BCA
1113
Biltmore Capital Advisors
New Jersey
$219K +$197K +1,692 New
PWM
1114
Purus Wealth Management
California
$218K +$196K +1,680 New
HKIMG
1115
Hutchens & Kramer Investment Management Group
Indiana
$218K +$225K +1,932 New
HI
1116
Hudock Inc
Pennsylvania
$217K -$4.2K -36 -2%
HFM
1117
Harvest Fund Management
China
$216K -$132K -1,134 -41%
WCP
1118
Welch Capital Partners
New York
$216K +$195K +1,668 New
RPWA
1119
Regent Peak Wealth Advisors
Georgia
$216K +$195K +1,670 New
NED
1120
Nancy E. Dempze
$214K +$192K +1,650 New
AF
1121
Advisornet Financial
Minnesota
$213K -$13.1K -112 -6%
OCPWS
1122
One Charles Private Wealth Services
Massachusetts
$213K +$191K +1,641 New
WI
1123
WrapManager Inc
California
$212K -$28.5K -244 -13%
T
1124
TCWP
Ohio
$212K +$191K +1,637 New
WWM
1125
Western Wealth Management
Colorado
$211K +$192K +1,646 New

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.