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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
TFP
1251
Tilia Fiduciary Partners
North Carolina
$23K +$21K +180 New
SIS
1252
Sound Income Strategies
Florida
$22K -$7K -60 -26%
GI
1253
Gradient Investments
Minnesota
$22K
UCB
1254
United Community Bank
South Carolina
$21.4K +$19.2K +165 New
BWM
1255
BerganKDV Wealth Management
Minnesota
$21K
JWM
1256
Janiczek Wealth Management
Colorado
$20K
LWP
1257
Lumature Wealth Partners
Georgia
$20K +$700 +6 +4%
FMTCOCP
1258
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$19K
FWM
1259
Focused Wealth Management
New York
$19K
FFA
1260
Freedman Financial Associates
Massachusetts
$18K
MHR
1261
Matthew Hamilton Rosenberg
$17K +$15.4K +132 New
NSB
1262
Norway Savings Bank
Maine
$16K -$2.33K -20 -14%
WAS
1263
Winch Advisory Services
Wisconsin
$16K
DHGWA
1264
Dixon Hughes Goodman Wealth Advisors
North Carolina
$16K +$14K +120 New
ANBT
1265
American National Bank & Trust
Texas
$15K +$13.6K +117 New
FMP
1266
Financial Management Professionals
Texas
$13K +$1.4K +12 +14%
BBPWM
1267
Blue Bell Private Wealth Management
Pennsylvania
$13K +$11.7K +100 New
PCH
1268
Polar Capital Holdings
United Kingdom
$12.3K +$1.09M +9,338 +11%
AFS
1269
Annapolis Financial Services
Maryland
$12K
M
1270
MOTCO
Texas
$11K
NC
1271
NewSquare Capital
Pennsylvania
$10K
SC
1272
Solstein Capital
California
$10K
VCM
1273
Versant Capital Management
Arizona
$10K
TAIM
1274
TD Ameritrade Investment Management
Nebraska
$10K +$6.42K +55 +239%
SFM
1275
Signet Financial Management
New Jersey
$10K +$8.98K +77 New

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.