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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
GAM
376
Gotham Asset Management
New York
$3.85M -$372K -4,731 -9%
KeyBank National Association
377
KeyBank National Association
Ohio
$3.82M +$577K +7,344 +19%
Cetera Investment Advisers
378
Cetera Investment Advisers
Illinois
$3.82M -$137K -1,738 -4%
RJT
379
Raymond James Trust
Florida
$3.81M +$178K +2,262 +5%
CIP
380
Capital Insight Partners
Arizona
$3.8M +$70K +891 +2%
AIM
381
Achmea Investment Management
Netherlands
$3.78M +$1.08M +13,765 +43%
CCMG
382
Clark Capital Management Group
Pennsylvania
$3.75M +$3.56M +45,301 New
BFPW
383
BOK Financial Private Wealth
Colorado
$3.65M -$10.1K -128 -0.3%
WR
384
WD Rutherford
Oregon
$3.63M -$9.04K -115 -0.3%
WJWM
385
Williams Jones Wealth Management
New York
$3.6M -$732K -9,309 -18%
OCM
386
Orser Capital Management
Texas
$3.6M +$3.42M +43,461 New
HW
387
Hancock Whitney
Mississippi
$3.59M -$857K -10,907 -20%
BCM
388
Brown Capital Management
Maryland
$3.57M +$65K +827 +2%
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$3.54M +$182K +2,320 +6%
IMRF
390
Illinois Municipal Retirement Fund
Illinois
$3.52M
BF
391
BOK Financial
Oklahoma
$3.52M -$378K -4,809 -10%
SWM
392
Spire Wealth Management
Virginia
$3.51M +$2.6M +33,132 +359%
PAM
393
Pegasus Asset Management
New York
$3.46M -$4.79K -61 -0.1%
PI
394
Putnam Investments
Massachusetts
$3.45M -$3.27M -41,594 -50%
SCA
395
Snowden Capital Advisors
New York
$3.45M -$51.2K -651 -2%
DADC
396
D.A. Davidson & Co
Montana
$3.42M -$236K -3,001 -7%
WCG
397
Weaver Consulting Group
California
$3.4M -$79 -1 -0%
UCFA
398
United Capital Financial Advisors
Texas
$3.35M +$257K +3,271 +9%
LSERS
399
Louisiana State Employees Retirement System
Louisiana
$3.33M +$23.6K +300 +0.8%
AHB
400
Abner Herrman & Brock
New Jersey
$3.33M -$144K -1,835 -4%

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.