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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
NMG
1101
New Millennium Group
Utah
$41.6K -$385 -5 -0.9%
JGIA
1102
Jackson Grant Investment Advisers
Connecticut
$40.9K
HCP
1103
Hexagon Capital Partners
Arkansas
$38.3K
PMEF
1104
Point72 Middle East FZE
United Arab Emirates
$37.2K +$38.5K +499 New
MSFP
1105
Mark Sheptoff Financial Planning
Connecticut
$35.8K
JWA
1106
JFS Wealth Advisors
Pennsylvania
$34.9K +$3.08K +40 +9%
SC
1107
Seldon Capital
California
$34.2K
BIA
1108
Bell Investment Advisors
California
$33.7K +$7.4K +96 +27%
JFA
1109
JNBA Financial Advisors
Minnesota
$33.6K
HIIFS
1110
Harel Insurance Investments & Financial Services
Israel
$32K
CWM
1111
Compass Wealth Management
Connecticut
$30.9K +$31.9K +414 New
AA
1112
Addison Advisors
Vermont
$30.1K +$27.3K +354 +708%
TCA
1113
Trifecta Capital Advisors
Illinois
$28.4K +$29.3K +380 New
SC
1114
SouthState Corp
Florida
$26.9K -$5.63K -73 -17%
MWM
1115
Mascoma Wealth Management
New Hampshire
$26.6K -$14.6K -189 -35%
HP
1116
HealthInvest Partners
Sweden
$26.6K +$27.4K +356 New
FFA
1117
Farther Finance Advisors
California
$25K +$25.8K +335 New
MCM
1118
MV Capital Management
Maryland
$24.5K -$77 -1 -0.3%
EC
1119
Elequin Capital
New York
$24.3K +$25.1K +326 New
QL
1120
Quarry LP
New York
$24.3K +$25.1K +326 New
CH
1121
Canton Hathaway
Rhode Island
$24K
BCMLT
1122
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.3K
BWL
1123
Bogart Wealth LLC
Virginia
$23.1K +$771 +10 +3%
CTB
1124
Country Trust Bank
Illinois
$22.8K
HGERS
1125
Householder Group Estate & Retirement Specialist
Arizona
$22K

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.