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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
MA
1151
MCF Advisors
Kentucky
$11K +$1.08K +14 +11%
MHR
1152
Matthew Hamilton Rosenberg
$10.8K
FWM
1153
Focused Wealth Management
New York
$10.7K
RA
1154
Rational Advisors
New York
$10.4K
JFG
1155
JDM Financial Group
Texas
$10.1K +$10.4K +135 New
FMP
1156
Financial Management Professionals
Texas
$10K +$2.23K +29 +28%
HT
1157
Headlands Technologies
Illinois
$10K +$9.94K +129 New
GFWA
1158
Grey Fox Wealth Advisors
Delaware
$9.18K +$9.48K +123 New
WAS
1159
Winch Advisory Services
Wisconsin
$9K
EAM
1160
Eukles Asset Management
Ohio
$9K +$9.63K +125 New
RA
1161
Rise Advisors
New York
$8.95K
AAG
1162
Armstrong Advisory Group
Massachusetts
$8.51K +$8.79K +114 New
CB
1163
Centennial Bank
Arkansas
$8.28K +$8.55K +111 New
PK
1164
Pflug Koory
Nebraska
$8K
CWC
1165
Carolinas Wealth Consulting
North Carolina
$7.83K +$2.77K +36 +52%
IRC
1166
Investors Research Corp
Georgia
$7.01K
M
1167
MOTCO
Texas
$7.01K
OCM
1168
Orion Capital Management
California
$6.04K
RTL
1169
Red Tortoise LLC
Georgia
$6.04K +$6.24K +81 New
PP
1170
Pacifica Partners
Canada
$5.89K +$6.17K +80 New
SC
1171
Solstein Capital
California
$5.75K
MDCM
1172
Morgan Dempsey Capital Management
Wisconsin
$5.37K
LWANC
1173
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.15K
FP
1174
Financial Perspectives
Minnesota
$5.01K
CAL
1175
Capital Analysts LLC
Pennsylvania
$5K

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.