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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
MPCL
1201
My Personal CFO LLC
Washington
$2.09K +$2.16K +28 New
KFP
1202
KB Financial Partners
New Jersey
$2K
SC
1203
Sierra Capital
Florida
$2K
PCM
1204
Penserra Capital Management
California
$2K +$2.62K +34 New
TFM
1205
TFC Financial Management
Massachusetts
$1.94K +$617 +8 +44%
KFS
1206
Kelly Financial Services
Massachusetts
$1.79K
DIP
1207
DT Investment Partners
Pennsylvania
$1.57K
HWP
1208
Highline Wealth Partners
California
$1.57K
AWM
1209
Accel Wealth Management
Iowa
$1.12K
MSCM
1210
McElhenny Sheffield Capital Management
Texas
$1.12K +$1.16K +15 New
TAIM
1211
TD Ameritrade Investment Management
Nebraska
$1K -$2.7K -35 -76%
AW
1212
Avion Wealth
Texas
$1K
TSW
1213
Thompson Siegel & Walmsley
Virginia
$1K
RG
1214
Retirement Group
California
$1K +$1.23K +16 New
FIA
1215
FNY Investment Advisers
New York
$1K +$1.93K +25 New
SC
1216
Schubert & Co
Texas
$970 +$154 +2 +18%
ECM
1217
Everence Capital Management
Indiana
$857 -$480K -6,230 -35%
MYAM
1218
Meiji Yasuda Asset Management
Japan
$705 -$29.3K -380 -4%
TAM
1219
Tucker Asset Management
Colorado
$677
DI
1220
Disciplined Investments
Oklahoma
$522 -$385 -5 -42%
WA
1221
WestEnd Advisors
North Carolina
$522 -$77 -1 -13%
GFPC
1222
Global Financial Private Client
Florida
$448
TWD
1223
True Wealth Design
Ohio
$298 +$308 +4 New
MAM
1224
Meeder Asset Management
Ohio
$224 -$836K -10,852 -100%
WIM
1225
Westside Investment Management
California
$89

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.