We are live on ! Find out more
EW icon

Edwards Lifesciences

1,246 hedge funds and large institutions have $41.1B invested in Edwards Lifesciences in 2023 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 450 increasing their positions, 426 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 99

25% more call options, than puts

Call options by funds: $174M | Put options by funds: $140M

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more capital invested

Capital invested by funds: $38.4B → $41.1B (+$2.75B)

1% more funds holding

Funds holding: 1,2291,246 (+17)

6% more repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 426

0.56% less ownership

Funds ownership: 82.21%81.65% (-0.56%)

Holders
1,246
Holders Change
+17
Holders Change %
+1.38%
% of All Funds
19.85%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
135
Increased
450
Reduced
426
Closed
99
Calls
$174M
Puts
$140M
Net Calls
+$34.5M
Net Calls Change
-$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RB
326
Rodgers Brothers
Pennsylvania
$5.73M -$118K -1,500 -2%
RPAM
327
Rhenman & Partners Asset Management
Sweden
$5.71M -$5.82M -74,000 -51%
B
328
Bailard
California
$5.67M -$28.3K -360 -0.5%
AWM
329
Axxcess Wealth Management
California
$5.62M +$171K +2,170 +3%
Public Sector Pension Investment Board (PSP Investments)
330
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.61M -$707K -9,000 -12%
AWM
331
AE Wealth Management
Kansas
$5.45M +$3.26M +41,469 +170%
SPIA
332
Steward Partners Investment Advisory
New York
$5.22M -$225K -2,858 -4%
MWM
333
Mission Wealth Management
California
$5.21M -$2.91K -37 -0.1%
FDCDDQ
334
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.14M -$942K -11,984 -16%
MA
335
Montag & Associates
Georgia
$5.11M -$250K -3,178 -5%
CAN
336
Cetera Advisor Networks
California
$5.09M +$312K +3,963 +7%
N
337
Natixis
France
$5.02M -$8.09M -102,984 -63%
AWS
338
Atria Wealth Solutions
New York
$4.93M -$77.5K -986 -2%
TRSOTSOK
339
Teachers Retirement System of the State of Kentucky
Kentucky
$4.88M
Acadian Asset Management
340
Acadian Asset Management
Massachusetts
$4.82M -$22.1M -281,686 -83%
AssetMark Inc
341
AssetMark Inc
California
$4.81M -$782K -9,949 -15%
PA
342
Parallel Advisors
California
$4.77M +$4.12M +52,443 +1,016%
TI
343
Trexquant Investment
Connecticut
$4.74M +$4.51M +57,316 New
AIP
344
Ameritas Investment Partners
Nebraska
$4.65M +$32.3K +411 +0.7%
FNBOO
345
First National Bank of Omaha
Nebraska
$4.61M -$157K -1,994 -3%
Rafferty Asset Management
346
Rafferty Asset Management
New York
$4.58M +$168K +2,131 +4%
BCIM
347
British Columbia Investment Management
British Columbia, Canada
$4.56M +$19.3K +246 +0.4%
Pacer Advisors
348
Pacer Advisors
Pennsylvania
$4.52M +$4.12M +52,376 +2,350%
WDA
349
Wendell David Associates
New Hampshire
$4.51M -$812K -10,325 -16%
OAC
350
OMERS Administration Corp
Ontario, Canada
$4.44M -$693K -8,821 -14%

EW Hedge Fund Activity: Q1 2023 in Review

1,246 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2023, worth a combined $41.1B — up 7.2% from $38.4B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new EW positions and 99 closed out — a net gain of 36 holders — while 450 added to existing stakes and 426 trimmed.

The largest buyer was DZ Bank, adding an estimated $425M. The largest seller was Millennium Management, cutting an estimated $241M.

  • 1,246 institutional investors held Edwards Lifesciences (EW) as of Q1 2023, up from 1,229 in Q4 2022.
  • Funds reported $41.1B of Edwards Lifesciences stock for Q1 2023, up 7.2% quarter-over-quarter.
  • 135 funds opened new Edwards Lifesciences positions in Q1 2023 and 99 closed out, a net change of +36 holders.
  • The largest Edwards Lifesciences buyer in Q1 2023 was DZ Bank, an estimated $425M added.
  • The largest Edwards Lifesciences seller in Q1 2023 was Millennium Management, an estimated $241M sold.

Based on aggregated 13F filings for Q1 2023.