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Edwards Lifesciences

1,245 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: 1,2291,245 (+16)

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
1,245
Holders Change
+16
Holders Change %
+1.3%
% of All Funds
19.84%
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
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$4.42M +$173K +2,203 +4%
IC
352
IEQ Capital
California
$4.38M +$470K +5,983 +13%
FCI
353
Financial Counselors Inc
Kansas
$4.38M -$178K -2,270 -4%
Daiwa Securities Group
354
Daiwa Securities Group
Japan
$4.37M +$353K +4,494 +9%
HIMCH
355
Hartford Investment Management Co (HIMCO)
Connecticut
$4.31M +$576K +7,328 +16%
EAM
356
Erste Asset Management
Austria
$4.27M +$165K +2,100 +4%
SAM
357
Securian Asset Management
Minnesota
$4.23M +$22.2K +283 +0.6%
P
358
Pitcairn
Pennsylvania
$4.21M +$190K +2,420 +5%
BMSSC
359
B. Metzler seel. Sohn & Co
Germany
$4.21M
Kayne Anderson Rudnick Investment Management
360
Kayne Anderson Rudnick Investment Management
California
$4.17M +$76.6K +975 +2%
MC
361
Moors & Cabot
Massachusetts
$4.09M +$51.3K +652 +1%
EMPI
362
Elo Mutual Pension Insurance
Finland
$4.08M +$98K +1,247 +3%
HTHT
363
Hemenway Trust Hemenway Trust
New Hampshire
$4.08M +$450K +5,722 +13%
VPIM
364
Vanguard Personalized Indexing Management
California
$4.05M +$965K +12,273 +33%
KRS
365
Kentucky Retirement Systems
Kentucky
$4.04M +$11.2K +143 +0.3%
BCI
366
Brinker Capital Investments
Pennsylvania
$4.03M +$168K +2,136 +5%
OPS
367
Orion Portfolio Solutions
Nebraska
$4.03M +$3.56M +45,308 +1,324%
AAM
368
Azzad Asset Management
Virginia
$4.03M +$25.1K +319 +0.7%
MSRPS
369
Maryland State Retirement & Pension System
Maryland
$4.02M
CGH
370
Crossmark Global Holdings
Texas
$4.01M -$112K -1,430 -3%
RBA
371
Richard Bernstein Advisors
New York
$3.98M
PAS
372
Park Avenue Securities
New York
$3.94M +$106K +1,350 +3%
LA
373
LBP AM
France
$3.9M -$128K -1,626 -3%
JFG
374
Jefferies Financial Group
New York
$3.86M +$3.67M +46,700 New
TC
375
TwinBeech Capital
New York
$3.85M -$6.76M -86,033 -65%

EW Hedge Fund Activity: Q1 2023 in Review

1,245 of the 6,275 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.

  • 1,245 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.