We are live on ! Find out more
EW icon

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
EWA
1251
EP Wealth Advisors
California
-$2.94M -35,563 Closed
CCM
1252
Carderock Capital Management
Maryland
-$2.84M -34,409 Closed
BC
1253
Brookfield Corp
Ontario, Canada
-$2.72M -32,940 Closed
ORI
1254
Oak Ridge Investments
Illinois
-$2.6M -31,506 Closed
ACM
1255
Atika Capital Management
New York
-$2.4M -29,000 Closed
DTL
1256
Dynamic Technology Lab
Singapore
-$2.23M -26,958 Closed
ASGS
1257
Alpha Square Group S
New York
-$2.19M -26,500 Closed
NCGI
1258
Next Century Growth Investors
Minnesota
-$1.81M -21,868 Closed
GCA
1259
Genesee Capital Advisors
New York
-$1.79M -21,709 Closed
AMI
1260
Amica Mutual Insurance
Rhode Island
-$1.78M -21,562 Closed
NLGIA
1261
Nippon Life Global Investors Americas
New York
-$1.59M -19,250 Closed
WP
1262
WealthShield Partners
North Carolina
-$1.34M -16,191 Closed
CPC
1263
Consolidated Planning Corp
Georgia
-$1.25M -15,147 Closed
Wealth Enhancement Advisory Services
1264
Wealth Enhancement Advisory Services
Minnesota
-$1.21M -14,320 Closed
CW
1265
Connectus Wealth
Ohio
-$1.05M -12,718 Closed
RWM
1266
Ritholtz Wealth Management
New York
-$914K -11,057 Closed
BC
1267
Bridgefront Capital
Texas
-$905K -10,949 Closed
BHCM
1268
Boulder Hill Capital Management
New York
-$876K -10,600 Closed
AWMT
1269
AAFMAA Wealth Management & Trust
North Carolina
-$826K -10,000 Closed
CG
1270
Caprock Group
Idaho
-$795K -9,621 Closed
LP
1271
LMR Partners
United Kingdom
-$752K -9,103 Closed
BOH
1272
Bank of Hawaii
Hawaii
-$726K -8,789 Closed
OPPTF
1273
OPSEU Pension Plan Trust Fund
Ontario, Canada
-$688K -8,088 Closed
VAM
1274
Verity Asset Management
North Carolina
-$592K -7,166 Closed
CPA
1275
Capital Planning Advisors
California
-$587K -7,109 Closed

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.