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Edwards Lifesciences

1,314 hedge funds and large institutions have $59.6B invested in Edwards Lifesciences in 2022 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 474 increasing their positions, 477 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $289M | Put options by funds: $189M

8% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 117

0% less funds holding

Funds holding: 1,3201,314 (-6)

1% less repeat investments, than reductions

Existing positions increased: 474 | Existing positions reduced: 477

0.64% less ownership

Funds ownership: 82.53%81.89% (-0.64%)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

11% less capital invested

Capital invested by funds: $66.6B → $59.6B (-$7.03B)

Holders
1,314
Holders Change
-6
Holders Change %
-0.45%
% of All Funds
20.73%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.41%
New
126
Increased
474
Reduced
477
Closed
117
Calls
$289M
Puts
$189M
Net Calls
+$99.6M
Net Calls Change
+$88.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1201
JNBA Financial Advisors
Minnesota
$53K -$2.13K -19 -4%
JWA
1202
JFS Wealth Advisors
Pennsylvania
$53K +$3.81K +34 +8%
TFO
1203
Tarbox Family Office
California
$52K -$10.8K -96 -18%
ODG
1204
O'Dell Group
Ohio
$52K +$43.8K +390 +722%
HIIFS
1205
Harel Insurance Investments & Financial Services
Israel
$51K -$1.64M -14,620 -97%
PFPT
1206
Pinnacle Financial Partners (Tennessee)
Tennessee
$51K
PFGIA
1207
Patriot Financial Group Insurance Agency
Massachusetts
$50K -$8.3K -74 -15%
DC
1208
DeDora Capital
California
$48K +$45.4K +405 New
SIC
1209
SJS Investment Consulting
Ohio
$46K +$22.3K +199 +103%
FMB
1210
Field & Main Bank
Kentucky
$41K
EARNEST Partners
1211
EARNEST Partners
Georgia
$39K
TFA
1212
Toth Financial Advisory
Virginia
$38K +$36.3K +324 New
CH
1213
Canton Hathaway
Rhode Island
$37K
SFG
1214
Steward Financial Group
Texas
$37K +$32.3K +288 +847%
VNA
1215
Valley National Advisers
Pennsylvania
$36K
BCMLT
1216
Beacon Capital Management LLC (Tennessee)
Tennessee
$36K +$35K +312 New
GAM
1217
Gemmer Asset Management
California
$36K +$35.1K +313 New
BFC
1218
Bedel Financial Consulting
Indiana
$35K
LF
1219
Lee Financial
Texas
$34K +$2.47K +22 +8%
JWM
1220
Janiczek Wealth Management
Colorado
$33K +$14K +125 +79%
GLLW
1221
Graves Light Lenhart Wealth
Virginia
$32K -$44.5K -397 -59%
WTC
1222
WhitTier Trust Company
Nevada
$32K
SSG
1223
Summit Securities Group
New York
$30K +$28.7K +256 New
CI
1224
Carroll Investors
South Carolina
$29K -$26.3K -234 -48%
FRA
1225
Front Row Advisors
California
$28K

EW Hedge Fund Activity: Q1 2022 in Review

1,314 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2022, worth a combined $59.6B — down 11% from $66.6B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new EW positions and 117 closed out — a net gain of 9 holders — while 474 added to existing stakes and 477 trimmed.

The largest buyer was Nuveen, adding an estimated $196M. The largest seller was UBS AM, cutting an estimated $196M.

  • 1,314 institutional investors held Edwards Lifesciences (EW) as of Q1 2022, down from 1,320 in Q4 2021.
  • Funds reported $59.6B of Edwards Lifesciences stock for Q1 2022, down 11% quarter-over-quarter.
  • 126 funds opened new Edwards Lifesciences positions in Q1 2022 and 117 closed out, a net change of +9 holders.
  • The largest Edwards Lifesciences buyer in Q1 2022 was Nuveen, an estimated $196M added.
  • The largest Edwards Lifesciences seller in Q1 2022 was UBS AM, an estimated $196M sold.

Based on aggregated 13F filings for Q1 2022.