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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
HPWM
1326
Highland Private Wealth Management
Washington
-$209K -2,530 Closed
RBFC
1327
Roman Butler Fullerton & Co
Missouri
-$207K -2,520 Closed
ANTB
1328
AMG National Trust Bank
Colorado
-$207K -2,500 Closed
FIM
1329
Freedom Investment Management
Connecticut
-$206K -2,494 Closed
BJL
1330
Brighton Jones LLC
Washington
-$203K -2,462 Closed
WG
1331
Welch Group
Alabama
-$203K -2,453 Closed
ECM
1332
Evergreen Capital Management
Washington
-$203K -2,450 Closed
PIM
1333
Penobscot Investment Management
Massachusetts
-$201K -2,427 Closed
CFO
1334
CVA Family Office
Colorado
-$134K -1,624 Closed
HI
1335
Hudock Inc
Pennsylvania
-$105K -1,276 Closed
BSSFA
1336
Baron Silver Stevens Financial Advisors
Florida
-$284 -912 Closed
EIP
1337
Ellis Investment Partners
Pennsylvania
-$70K -852 Closed
ECU
1338
Eisler Capital (UK)
United Kingdom
-$66K -800 Closed
SWM
1339
Selective Wealth Management
Virginia
-$59K -720 Closed
NICM
1340
Neo Ivy Capital Management
New York
-$57K -695 Closed
BAM
1341
Byrne Asset Management
New Jersey
-$50K -600 Closed
SWM
1342
Sugarloaf Wealth Management
Georgia
-$50K -600 Closed
CP
1343
Castleview Partners
Texas
-$40K -487 Closed
SPWG
1344
Sage Private Wealth Group
Illinois
-$39K -471 Closed
WWMSC
1345
Wagner Wealth Management (South Carolina)
South Carolina
-$38K -461 Closed
ODG
1346
O'Dell Group
Ohio
-$37K -444 Closed
TFA
1347
Toth Financial Advisory
Virginia
-$36K -439 Closed
FGAM
1348
Financial Gravity Asset Management
Texas
-$202 -249 Closed
FRA
1349
Front Row Advisors
California
-$18.5K -240 Closed
SC
1350
Stephens Consulting
Michigan
-$18.7K -226 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.