Edwards Lifesciences
1,244 hedge funds and large institutions have $37.3B invested in Edwards Lifesciences in 2023 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 379 increasing their positions, 498 reducing their positions, and 131 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
45% more call options, than puts
Call options by funds: $336M | Put options by funds: $232M
31% more first-time investments, than exits
New positions opened: 172 | Existing positions closed: 131
9% more capital invested
Capital invested by funds: $34.2B → $37.3B (+$3.1B)
2% more funds holding
Funds holding: 1,219 → 1,244 (+25)
0.48% less ownership
Funds ownership: 80.99% → 80.51% (-0.48%)
24% less repeat investments, than reductions
Existing positions increased: 379 | Existing positions reduced: 498
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$356M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$306M |
| 3 |
JP Morgan Chase
New York
|
+$301M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$212M |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$159M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$1.48B |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$254M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$117M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$92.9M |
| 5 |
CIM
CCLA Investment Management
London,
United Kingdom
|
-$89.1M |
EW Hedge Fund Activity: Q4 2023 in Review
1,244 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2023, worth a combined $37.3B — up 9.1% from $34.2B a quarter earlier.
Buyers outnumbered sellers: 172 funds opened new EW positions and 131 closed out — a net gain of 41 holders — while 379 added to existing stakes and 498 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $356M. The largest seller was Capital International Investors, cutting an estimated $1.48B.
- 1,244 institutional investors held Edwards Lifesciences (EW) as of Q4 2023, up from 1,219 in Q3 2023.
- Funds reported $37.3B of Edwards Lifesciences stock for Q4 2023, up 9.1% quarter-over-quarter.
- 172 funds opened new Edwards Lifesciences positions in Q4 2023 and 131 closed out, a net change of +41 holders.
- The largest Edwards Lifesciences buyer in Q4 2023 was Morgan Stanley, an estimated $356M added.
- The largest Edwards Lifesciences seller in Q4 2023 was Capital International Investors, an estimated $1.48B sold.
Based on aggregated 13F filings for Q4 2023.