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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
SIS
1176
Sound Income Strategies
Florida
$4.55K +$3.16K +41 +205%
MCM
1177
Manchester Capital Management
Vermont
$4.48K
WWM
1178
Wolff Wiese Magana
California
$4.48K +$771 +10 +20%
GWSA
1179
Global Wealth Strategies & Associates
Colorado
$4.48K +$4.62K +60 New
WB
1180
Webster Bank
Connecticut
$4K
CT
1181
Colonial Trust
South Carolina
$3.99K +$4.08K +53 New
AWM
1182
Abound Wealth Management
Tennessee
$3.81K
AWM
1183
Avior Wealth Management
Nebraska
$3.65K
LFG
1184
Larson Financial Group
Missouri
$3.43K +$3.54K +46 New
ACA
1185
Atlas Capital Advisors
Wyoming
$3.36K
WAM
1186
Worth Asset Management
Texas
$3.36K
DJSG
1187
D.J. St. Germain
Massachusetts
$3.36K +$3.47K +45 New
IAS
1188
IMA Advisory Services
Colorado
$3.13K
AAMU
1189
AEGON Asset Management (UK)
United Kingdom
$3K -$1.28M -16,588 -100%
MUMSS
1190
Mitsubishi UFJ Morgan Stanley Securities
Japan
$3K -$3.08K -40 -50%
AA
1191
Ancora Advisors
Ohio
$3K
SIA
1192
Sit Investment Associates
Minnesota
$3K +$2.62K +34 New
BWM
1193
BerganKDV Wealth Management
Minnesota
$2.91K -$231 -3 -7%
DCM
1194
Davidson Capital Management
Texas
$2.83K +$231 +3 +9%
LIM
1195
Longfellow Investment Management
Massachusetts
$2.83K +$1K +13 +52%
SIC
1196
SJS Investment Consulting
Ohio
$2.39K +$462 +6 +23%
HFM
1197
Hartford Financial Management
Connecticut
$2.24K -$1.54K -20 -40%
VCM
1198
Versant Capital Management
Arizona
$2.24K -$694 -9 -23%
EARNEST Partners
1199
EARNEST Partners
Georgia
$2.24K
PP
1200
Paloma Partners
Connecticut
$2.16K -$826K -10,711 -100%

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.