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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
JWM
1126
Janiczek Wealth Management
Colorado
$21.7K -$308 -4 -1%
AWM
1127
Accurate Wealth Management
Florida
$20.9K +$20.9K +271 New
SC
1128
Steph & Co
Wisconsin
$20K +$3.54K +46 +21%
CUAMC
1129
China Universal Asset Management Company
China
$19.1K
DMBA
1130
Deseret Mutual Benefit Administrators
Utah
$18.1K -$16K -207 -46%
CSPAM
1131
Cary Street Partners Asset Management
Virginia
$17.9K
OSNBOA
1132
Old Second National Bank of Aurora
Illinois
$17.9K +$18.5K +240 New
CA
1133
Crewe Advisors
Utah
$17.1K -$11.1K -144 -39%
AP
1134
Arlington Partners
Alabama
$15.9K
AFS
1135
Annapolis Financial Services
Maryland
$15.5K
FCA
1136
Fortis Capital Advisors
Kansas
$15.1K +$15.6K +203 New
HB
1137
Horizon Bancorp
Indiana
$15K +$15.3K +199 New
OA
1138
Operose Advisors
Wisconsin
$13.7K
CAC
1139
Core Alternative Capital
Georgia
$13.4K -$9.71K -126 -41%
GA
1140
GoalVest Advisory
New York
$13.4K
GI
1141
Gradient Investments
Minnesota
$13.4K
TFP
1142
Tilia Fiduciary Partners
North Carolina
$13.4K
FCG
1143
Financial Connections Group
California
$13K +$14.3K +186 New
DWP
1144
Destiny Wealth Partners
Florida
$13K +$771 +10 +6%
HCM
1145
Hollencrest Capital Management
California
$12.6K +$13K +169 New
UCB
1146
United Community Bank
South Carolina
$12.3K
AAP
1147
Arax Advisory Partners
Colorado
$12.2K -$23.9K -310 -66%
FWA
1148
Freedom Wealth Alliance
Wisconsin
$11.9K +$12.3K +159 New
FMTCOCP
1149
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K
GIA
1150
GHP Investment Advisors
Colorado
$11K

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.