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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
BBPWM
1301
Blue Bell Private Wealth Management
Pennsylvania
-$237K -3,075 Closed
ACM
1302
Advisors Capital Management
New Jersey
-$224K -3,052 Closed
SFG
1303
SevenBridge Financial Group
Pennsylvania
-$251K -3,034 Closed
CCMG
1304
Clark Capital Management Group
Pennsylvania
-$248K -3,004 Closed
AWA
1305
Aaron Wealth Advisors
Illinois
-$245K -2,967 Closed
CAM
1306
Columbia Asset Management
Michigan
-$245K -2,960 Closed
C
1307
Certuity
Florida
-$242K -2,933 Closed
QPW
1308
Quantum Private Wealth
Florida
-$239K -2,902 Closed
HCM
1309
HMS Capital Management
Tennessee
-$239K -2,895 Closed
SDWMA
1310
Schneider Downs Wealth Management Advisors
Pennsylvania
-$233K -2,815 Closed
FFM
1311
Forum Financial Management
Illinois
-$223K -2,700 Closed
MW
1312
Marcum Wealth
Ohio
-$222K -2,686 Closed
NED
1313
Nancy E. Dempze
-$222K -2,685 Closed
SAI
1314
Systematic Alpha Investments
New Jersey
-$221K -2,670 Closed
WW
1315
Westshore Wealth
California
-$221K -2,670 Closed
MPAM
1316
Murphy Pohlad Asset Management
Minnesota
-$220K -2,664 Closed
SIC
1317
Sterling Investment Counsel
New York
-$218K -2,658 Closed
CAM
1318
Cozad Asset Management
Illinois
-$216K -2,616 Closed
ARMT
1319
Amica Retiree Medical Trust
Rhode Island
-$214K -2,593 Closed
BWP
1320
BSW Wealth Partners
Colorado
-$214K -2,592 Closed
SRG
1321
SBB Research Group
Illinois
-$213K -2,577 Closed
EFM
1322
E Fund Management
China
-$213K -2,575 Closed
ABC
1323
Associated Banc-Corp
Wisconsin
-$212K -2,571 Closed
RWP
1324
Revolve Wealth Partners
New Jersey
-$211K -2,559 Closed
HL
1325
HeadInvest LLC
Maine
-$210K -2,547 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.