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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
CTA
426
Chesley Taft & Associates
Illinois
$2.67M +$16.5K +210 +0.7%
SAM
427
Sectoral Asset Management
Quebec, Canada
$2.64M
AIM
428
Anchor Investment Management
South Carolina
$2.63M +$35.8K +455 +1%
NRS
429
Neville Rodie & Shaw
New York
$2.63M
CWM
430
CIBC World Markets
New York
$2.59M -$3.26M -41,421 -57%
BWP
431
Baldwin Wealth Partners
Massachusetts
$2.56M +$40.1K +510 +2%
TPA
432
Trivium Point Advisory
Connecticut
$2.55M +$80.3K +1,022 +3%
TFCM
433
Taylor Frigon Capital Management
Arizona
$2.5M -$25.9K -329 -1%
SB
434
Simmons Bank
Arkansas
$2.48M +$408K +5,187 +21%
IAIM
435
Industrial Alliance Investment Management
Quebec, Canada
$2.48M -$1.03M -13,080 -30%
Connor, Clark & Lunn Investment Management (CC&L)
436
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.47M -$22.7M -288,880 -91%
HCM
437
Howland Capital Management
Massachusetts
$2.45M
MGP
438
Metis Global Partners
California
$2.45M +$491K +6,249 +27%
LSA
439
Leonteq Securities AG
Switzerland
$2.42M -$704K -8,956 -23%
NMERB
440
New Mexico Educational Retirement Board
New Mexico
$2.37M -$70.7K -900 -3%
PAG
441
Private Advisor Group
New Jersey
$2.37M -$129K -1,641 -5%
FWCM
442
Ferguson Wellman Capital Management
Oregon
$2.35M -$4.79K -61 -0.2%
GRP
443
Global Retirement Partners
California
$2.35M +$84.6K +1,076 +4%
SEC
444
Seven Eight Capital
New York
$2.34M +$757K +9,625 +52%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
445
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.33M -$6.03M -76,677 -73%
GI
446
GAMCO Investors
Connecticut
$2.31M -$16.9K -215 -0.8%
MLICM
447
Metropolitan Life Insurance Company (MetLife)
New York
$2.29M -$637K -8,106 -23%
SCM
448
Seascape Capital Management
New Hampshire
$2.27M -$4.56K -58 -0.2%
PFS
449
Prospera Financial Services
Texas
$2.27M -$85K -1,081 -4%
MWA
450
Meridian Wealth Advisors
Texas
$2.26M +$334K +4,253 +18%

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.