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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
ED
1201
Exane Derivatives
France
$71.6K -$80K -686 -55%
JGIA
1202
Jackson Grant Investment Advisers
Connecticut
$71K
SCA
1203
Sandy Cove Advisors
Massachusetts
$70K +$63K +540 New
TFO
1204
Tarbox Family Office
California
$69K
TCWM
1205
Total Clarity Wealth Management
Illinois
$66K -$11K -94 -16%
MPWT
1206
MassMutual Private Wealth & Trust
Connecticut
$66K -$7.58K -65 -11%
SPWG
1207
Sage Private Wealth Group
Illinois
$66K
PFGIA
1208
Patriot Financial Group Insurance Agency
Massachusetts
$65K +$6.76K +58 +13%
SAM
1209
Sycomore Asset Management
France
$65K +$58.3K +500 New
WT
1210
Washington Trust
Rhode Island
$64K -$7.93M -67,966 -99%
AAP
1211
Arax Advisory Partners
Colorado
$62K
MSFP
1212
Mark Sheptoff Financial Planning
Connecticut
$62K
CWP
1213
Concord Wealth Partners
Virginia
$62K +$23.6K +202 +73%
CI
1214
Carroll Investors
South Carolina
$62K +$56.9K +488 New
Manulife (Manufacturers Life Insurance)
1215
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61.4K -$12.6M -108,441 -19%
JFA
1216
JNBA Financial Advisors
Minnesota
$61K +$2.22K +19 +4%
SC
1217
Seldon Capital
California
$59K +$53.5K +459 New
PFPT
1218
Pinnacle Financial Partners (Tennessee)
Tennessee
$56K -$25.7K -220 -34%
WWMSC
1219
Wagner Wealth Management (South Carolina)
South Carolina
$54K
JWA
1220
JFS Wealth Advisors
Pennsylvania
$54K +$3.15K +27 +7%
CBT
1221
Central Bank & Trust
Kentucky
$51K
BIA
1222
Bell Investment Advisors
California
$49K +$4.2K +36 +10%
AWA
1223
Amplius Wealth Advisors
Pennsylvania
$48K +$43.4K +372 New
MUMSS
1224
Mitsubishi UFJ Morgan Stanley Securities
Japan
$45K -$40.8K -350 -50%
FMB
1225
Field & Main Bank
Kentucky
$45K -$14.6K -125 -26%

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.