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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
EARNEST Partners
1226
EARNEST Partners
Georgia
$43K -$21K -180 -35%
CH
1227
Canton Hathaway
Rhode Island
$41K
VNA
1228
Valley National Advisers
Pennsylvania
$40K
BAM
1229
Baldrige Asset Management
Pennsylvania
$39K
BFC
1230
Bedel Financial Consulting
Indiana
$39K
BDWM
1231
Brewin Dolphin Wealth Management
Ireland
$39K +$35K +300 New
MWM
1232
Mascoma Wealth Management
New Hampshire
$38K +$34.2K +293 New
WTC
1233
WhitTier Trust Company
Nevada
$35K -$33.6K -288 -51%
LF
1234
Lee Financial
Texas
$35K +$583 +5 +2%
AP
1235
Arlington Partners
Alabama
$34K +$30.8K +264 New
MAM
1236
McCarthy Asset Management
California
$31K -$15.5K -133 -36%
FRA
1237
Front Row Advisors
California
$31K
SC
1238
Steph & Co
Wisconsin
$31K
NIC
1239
Northwest Investment Counselors
Oregon
$30K +$27.3K +234 New
SC
1240
Stephens Consulting
Michigan
$29.3K +$26.4K +226 New
EWA
1241
EverSource Wealth Advisors
Alabama
$29K +$26.1K +224 New
RI
1242
Rinkey Investments
California
$29K +$28K +240 New
DFCM
1243
Dark Forest Capital Management
Puerto Rico
$28K -$50.7K -435 -67%
CM
1244
Caption Management
Oklahoma
$27K -$8.36M -71,700 -100%
EW
1245
Evoke Wealth
California
$27K -$117 -1 -0.5%
MCM
1246
MV Capital Management
Maryland
$25K +$5.13K +44 +30%
SIC
1247
SJS Investment Consulting
Ohio
$25K +$22.5K +193 New
VCM
1248
Vigilant Capital Management
Maine
$24K -$51.3K -440 -71%
OA
1249
Operose Advisors
Wisconsin
$24K +$21.3K +183 New
CFN
1250
Cordasco Financial Network
Florida
$23K

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.