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Edwards Lifesciences

1,314 hedge funds and large institutions have $59.6B invested in Edwards Lifesciences in 2022 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 474 increasing their positions, 477 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $289M | Put options by funds: $189M

8% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 117

0% less funds holding

Funds holding: 1,3201,314 (-6)

1% less repeat investments, than reductions

Existing positions increased: 474 | Existing positions reduced: 477

0.64% less ownership

Funds ownership: 82.53%81.89% (-0.64%)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

11% less capital invested

Capital invested by funds: $66.6B → $59.6B (-$7.03B)

Holders
1,314
Holders Change
-6
Holders Change %
-0.45%
% of All Funds
20.73%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.41%
New
126
Increased
474
Reduced
477
Closed
117
Calls
$289M
Puts
$189M
Net Calls
+$99.6M
Net Calls Change
+$88.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
1401
Paragon Capital Management (Colorado)
Colorado
-$187K -1,440 Closed
SI
1402
Sofinnova Investments
California
-$182K -1,406 Closed
TCOV
1403
Trust Company of Vermont
Vermont
-$171K -1,319 Closed
CSWM
1404
Cassady Schiller Wealth Management
Ohio
-$144K -1,109 Closed
GTAM
1405
Global Trust Asset Management
Florida
-$130K -1,000 Closed
PPWM
1406
PFG Private Wealth Management
Florida
-$111K -858 Closed
ONST
1407
Old North State Trust
North Carolina
-$109K -840 Closed
EBA
1408
Eagle Bay Advisors
New York
-$102K -782 Closed
UFF
1409
USA Financial Formulas
Michigan
-$101K -779 Closed
MAM
1410
Mystic Asset Management
Rhode Island
-$97K -750 Closed
RPCONE
1411
Retirement Planning Company of New England
Rhode Island
-$97K -750 Closed
TCWM
1412
Total Clarity Wealth Management
Illinois
-$66K -512 Closed
FFG
1413
Ford Financial Group
California
-$64 -501 Closed
WWMSC
1414
Wagner Wealth Management (South Carolina)
South Carolina
-$54K -416 Closed
CBT
1415
Central Bank & Trust
Kentucky
-$51K -392 Closed
AWA
1416
Amplius Wealth Advisors
Pennsylvania
-$48K -372 Closed
BAM
1417
Baldrige Asset Management
Pennsylvania
-$39K -300 Closed
BDWM
1418
Brewin Dolphin Wealth Management
Ireland
-$39K -300 Closed
RI
1419
Rinkey Investments
California
-$29K -240 Closed
MAM
1420
McCarthy Asset Management
California
-$31K -239 Closed
CM
1421
Caption Management
Oklahoma
-$27K -200 Closed
VCM
1422
Vigilant Capital Management
Maine
-$24K -182 Closed
SFM
1423
Signet Financial Management
New Jersey
-$10K -77 Closed
ARIS
1424
Advanced Research Investment Solutions
California
-$9K -75 Closed
NC
1425
NewSquare Capital
Pennsylvania
-$10K -75 Closed

EW Hedge Fund Activity: Q1 2022 in Review

1,314 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2022, worth a combined $59.6B — down 11% from $66.6B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new EW positions and 117 closed out — a net gain of 9 holders — while 474 added to existing stakes and 477 trimmed.

The largest buyer was Nuveen, adding an estimated $196M. The largest seller was UBS AM, cutting an estimated $196M.

  • 1,314 institutional investors held Edwards Lifesciences (EW) as of Q1 2022, down from 1,320 in Q4 2021.
  • Funds reported $59.6B of Edwards Lifesciences stock for Q1 2022, down 11% quarter-over-quarter.
  • 126 funds opened new Edwards Lifesciences positions in Q1 2022 and 117 closed out, a net change of +9 holders.
  • The largest Edwards Lifesciences buyer in Q1 2022 was Nuveen, an estimated $196M added.
  • The largest Edwards Lifesciences seller in Q1 2022 was UBS AM, an estimated $196M sold.

Based on aggregated 13F filings for Q1 2022.