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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
SEI Investments
126
SEI Investments
Pennsylvania
$34.1M -$4.88M -63,332 -12%
PCA
127
Personal Capital Advisors
California
$33.5M -$6.76M -87,667 -16%
CC
128
Chicago Capital
Illinois
$33.1M -$3.64M -47,241 -10%
Mitsubishi UFJ Asset Management
129
Mitsubishi UFJ Asset Management
Japan
$32.8M +$3.63M +47,154 +12%
Baillie Gifford & Co
130
Baillie Gifford & Co
United Kingdom
$32.5M +$258K +3,345 +0.8%
Citigroup
131
Citigroup
New York
$32.3M -$1.43M -18,566 -4%
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$32M +$7.44M +96,510 +29%
GC
133
Giverny Capital
Quebec, Canada
$31.8M -$310K -4,023 -0.9%
PCM
134
Peregrine Capital Management
Minnesota
$31.6M +$500K +6,485 +2%
ERSOT
135
Employees Retirement System of Texas
Texas
$31M
Vontobel Holding
136
Vontobel Holding
Switzerland
$30.9M +$7.92M +102,822 +32%
TIM
137
Triodos Investment Management
Netherlands
$29.8M -$4.71M -61,100 -13%
HNB
138
Huntington National Bank
Ohio
$29.7M -$18.7M -242,035 -38%
Adage Capital Partners
139
Adage Capital Partners
Massachusetts
$29.4M -$8.3M -107,700 -21%
BHIA
140
Birch Hill Investment Advisors
Massachusetts
$28.9M +$519K +6,733 +2%
State of Tennessee, Department of Treasury
141
State of Tennessee, Department of Treasury
Tennessee
$28.8M -$2.37M -30,796 -7%
CWG
142
C WorldWide Group
Denmark
$28.1M +$3.08M +39,902 +12%
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$27.8M -$23K -298 -0.1%
GT
144
Glenmede Trust
Pennsylvania
$27.5M -$10.3M -133,351 -27%
State of New Jersey Common Pension Fund D
145
State of New Jersey Common Pension Fund D
New Jersey
$27.5M +$368K +4,771 +1%
Chevy Chase Trust
146
Chevy Chase Trust
Maryland
$27M -$1.77M -22,935 -6%
Stifel Financial
147
Stifel Financial
Missouri
$26.7M -$6.84M -88,706 -20%
FMI
148
Factory Mutual Insurance
Massachusetts
$26.5M +$17.4M +225,804 +175%
CSS
149
Cubist Systematic Strategies
Connecticut
$26.1M +$10.4M +134,830 +63%
Aviva
150
Aviva
United Kingdom
$26.1M +$4.21M +54,585 +19%

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.