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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
WA
1376
Waverly Advisors
Alabama
-$331K -2,894 Closed
ANI
1377
American National Insurance
Texas
-$326K -2,880 Closed
QP
1378
Quilter Plc
United Kingdom
-$309K -2,726 Closed
MS
1379
Maven Securities
Jersey
-$299K -2,567 Closed
PWM
1380
Prentice Wealth Management
New York
-$272K -2,400 Closed
BS
1381
Banco Santander
Spain
-$263K -2,319 Closed
DIA
1382
Dana Investment Advisors
Wisconsin
-$260K -2,301 Closed
LP
1383
LMR Partners
United Kingdom
-$245K -2,163 Closed
CWP
1384
Capital Wealth Planning
Florida
-$221K -1,953 Closed
BIP
1385
Blueprint Investment Partners
North Carolina
-$213K -1,879 Closed
PG
1386
Pendal Group
Australia
-$203K -1,791 Closed
CAGAS
1387
Capital Advisory Group Advisory Services
Minnesota
-$151K -1,338 Closed
CI
1388
CX Institutional
Indiana
-$141K -1,243 Closed
SFP
1389
Sterling Financial Planning
New Jersey
-$83K -735 Closed
CFD
1390
Creative Financial Designs
Indiana
-$69K -612 Closed
NR
1391
Newfound Research
Massachusetts
-$64K -564 Closed
GKWIM
1392
Gerber Kawasaki Wealth & Investment Management
California
-$54K -483 Closed
KIG
1393
Kowal Investment Group
Wisconsin
-$53K -465 Closed
WOC
1394
West Oak Capital
California
-$34K -300 Closed
LWM
1395
Liberty Wealth Management
California
-$29K -245 Closed
AWM
1396
Avondale Wealth Management
Texas
-$27K -240 Closed
EWA
1397
Evolution Wealth Advisors
Florida
-$25K -224 Closed
APWA
1398
Atlas Private Wealth Advisors
New Jersey
-$21K -186 Closed
PWA
1399
Phoenix Wealth Advisors
North Carolina
-$20K -180 Closed
JCM
1400
Jacobi Capital Management
Pennsylvania
-$19K -165 Closed

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.