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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
KWILP
401
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.31M +$3.15M +40,035 New
APG
402
Abacus Planning Group
South Carolina
$3.3M +$29.5K +375 +1%
Cambridge Investment Research Advisors
403
Cambridge Investment Research Advisors
Iowa
$3.29M -$5.03K -64 -0.2%
OC
404
Oppenheimer & Co
New York
$3.28M -$1.47M -18,758 -32%
GT
405
Greenleaf Trust
Michigan
$3.19M +$220K +2,795 +8%
CB
406
Commerce Bank
Missouri
$3.14M +$45.7K +582 +2%
YIA
407
YHB Investment Advisors
Connecticut
$3.1M -$200K -2,549 -6%
EDRH
408
Edmond de Rothschild Holding
Switzerland
$3.09M +$1.2M +15,282 +69%
BPA
409
Beacon Pointe Advisors
California
$3.08M -$20.3K -258 -0.7%
SCI
410
S&CO Inc
Massachusetts
$3.01M
CIP
411
Chartwell Investment Partners
Pennsylvania
$3.01M +$1.46M +18,599 +105%
AI
412
Atria Investments
North Carolina
$3M +$239K +3,037 +9%
VHAM
413
Van Hulzen Asset Management
California
$2.98M -$6.29K -80 -0.2%
AWCI
414
Alpine Woods Capital Investors
New York
$2.96M -$1.34K -17 -0%
Wealthfront Advisers
415
Wealthfront Advisers
California
$2.96M +$242K +3,075 +9%
GCM
416
Geneva Capital Management
Wisconsin
$2.91M -$206K -2,622 -7%
FA
417
Fiduciary Alliance
South Carolina
$2.91M +$8.1K +103 +0.3%
Twin Tree Management
418
Twin Tree Management
Texas
$2.84M -$7.57M -96,271 -74%
KA
419
Kintegral Advisory
New York
$2.73M -$140K -1,775 -5%
ASN
420
Advisory Services Network
Georgia
$2.73M -$883K -11,233 -25%
HR
421
Howe & Rusling
New York
$2.72M +$1.92M +24,387 +286%
GLA
422
Great Lakes Advisors
Illinois
$2.71M -$109K -1,381 -4%
O
423
Ossiam
France
$2.68M +$546K +6,950 +27%
MCM
424
McKinley Capital Management
Alaska
$2.67M
DT
425
Diversified Trust
Tennessee
$2.67M +$35.3K +449 +1%

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.