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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
BlackRock
1
BlackRock
New York
$3.96B +$50.8M +659,372 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.85B +$50M +648,287 +1%
State Street
3
State Street
Massachusetts
$2.04B +$38.1M +493,844 +2%
Capital International Investors
4
Capital International Investors
California
$1.7B +$3.43M +44,526 +0.2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$1.63B +$363M +4,712,819 +27%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.43B -$81.5M -1,057,673 -5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.14B +$48.1M +624,619 +4%
Brown Advisory
8
Brown Advisory
Maryland
$1.07B +$8.88M +115,268 +0.8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$904M +$15.9M +205,714 +2%
Norges Bank
10
Norges Bank
Norway
$658M +$26.8M +347,295 +4%
Amundi
11
Amundi
France
$629M +$129M +1,673,580 +26%
Fisher Asset Management
12
Fisher Asset Management
Washington
$572M +$10.3M +133,880 +2%
AWA
13
Arete Wealth Advisors
Illinois
$570M +$167K +2,173 +40%
Sands Capital Management
14
Sands Capital Management
Virginia
$561M -$223M -2,889,817 -28%
Morgan Stanley
15
Morgan Stanley
New York
$536M +$66M +855,755 +14%
Northern Trust
16
Northern Trust
Illinois
$488M +$2.67M +34,664 +0.5%
N
17
Nuveen
North Carolina
$404M -$10.9M -141,672 -3%
Bank of America
18
Bank of America
North Carolina
$377M -$30M -388,955 -7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$359M -$2.88M -37,343 -0.8%
Millennium Management
20
Millennium Management
New York
$338M +$172M +2,227,180 +97%
Legal & General Group
21
Legal & General Group
United Kingdom
$338M -$18.3M -237,259 -5%
American Century Companies
22
American Century Companies
Missouri
$323M +$36.5M +473,547 +12%
OCBV
23
Ownership Capital B.V.
Netherlands
$310M -$2.43M -31,556 -0.8%
Marshall Wace
24
Marshall Wace
United Kingdom
$310M +$49.5M +641,715 +18%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$286M -$846M -10,970,786 -74%

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.