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Edwards Lifesciences

1,279 hedge funds and large institutions have $46.6B invested in Edwards Lifesciences in 2024 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 436 increasing their positions, 462 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

50% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 106

25% more capital invested

Capital invested by funds: $37.3B → $46.6B (+$9.28B)

3% more funds holding

Funds holding: 1,2441,279 (+35)

10% more call options, than puts

Call options by funds: $431M | Put options by funds: $393M

0.75% more ownership

Funds ownership: 80.51%81.25% (+0.75%)

6% less repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 462

Holders
1,279
Holders Change
+35
Holders Change %
+2.81%
% of All Funds
18.42%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.2%
New
159
Increased
436
Reduced
462
Closed
106
Calls
$431M
Puts
$393M
Net Calls
+$38.1M
Net Calls Change
-$65.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
426
Seascape Capital Management
New Hampshire
$2.98M +$285K +3,391 +12%
MWA
427
Meridian Wealth Advisors
Texas
$2.94M +$259K +3,082 +11%
CTA
428
Chesley Taft & Associates
Illinois
$2.92M +$15.5K +184 +0.6%
NMERB
429
New Mexico Educational Retirement Board
New Mexico
$2.92M -$84K -1,000 -3%
TI
430
Tidal Investments
Wisconsin
$2.89M +$899K +10,700 +55%
HCM
431
Howland Capital Management
Massachusetts
$2.82M
DAS
432
Diversify Advisory Services
Utah
$2.81M +$2.5M +29,810 New
UCFA
433
United Capital Financial Advisors
Texas
$2.81M -$111K -1,324 -4%
TFCM
434
Taylor Frigon Capital Management
Arizona
$2.77M -$23.3K -277 -0.9%
FNA
435
First National Advisers
Nebraska
$2.75M +$49.6K +591 +2%
FWCM
436
Ferguson Wellman Capital Management
Oregon
$2.71M -$4.2K -50 -0.2%
DT
437
Diversified Trust
Tennessee
$2.69M -$297K -3,538 -11%
IWA
438
Invera Wealth Advisors
Oregon
$2.69M +$1.08M +12,809 +70%
BWP
439
Baldwin Wealth Partners
Massachusetts
$2.64M -$160K -1,909 -6%
SC
440
Savant Capital
Illinois
$2.64M +$1.5M +17,903 +184%
GAM
441
Groupama Asset Management
France
$2.64M -$852K -10,145 -34%
LIP
442
Lighthouse Investment Partners
Florida
$2.63M -$2.45M -29,199 -51%
DADC
443
D.A. Davidson & Co
Montana
$2.59M -$164K -1,950 -7%
KWM
444
Kingsview Wealth Management
Oregon
$2.57M -$8.9K -106 -0.4%
HZ
445
Hixon Zuercher
Ohio
$2.54M +$91.2K +1,086 +4%
EAM
446
EFG Asset Management
Oregon
$2.54M +$826K +9,837 +59%
OC
447
Oppenheimer & Co
New York
$2.51M +$418K +4,977 +23%
CT
448
Colonial Trust
South Carolina
$2.48M +$193K +2,294 +10%
EWM
449
Empirical Wealth Management
Washington
$2.46M +$271K +3,221 +14%
KCM
450
Kennedy Capital Management
Missouri
$2.44M +$2.15M +25,536 New

EW Hedge Fund Activity: Q1 2024 in Review

1,279 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2024, worth a combined $46.6B — up 25% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new EW positions and 106 closed out — a net gain of 53 holders — while 436 added to existing stakes and 462 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $425M. The largest seller was Capital International Investors, cutting an estimated $573M.

  • 1,279 institutional investors held Edwards Lifesciences (EW) as of Q1 2024, up from 1,244 in Q4 2023.
  • Funds reported $46.6B of Edwards Lifesciences stock for Q1 2024, up 25% quarter-over-quarter.
  • 159 funds opened new Edwards Lifesciences positions in Q1 2024 and 106 closed out, a net change of +53 holders.
  • The largest Edwards Lifesciences buyer in Q1 2024 was Winslow Capital Management, an estimated $425M added.
  • The largest Edwards Lifesciences seller in Q1 2024 was Capital International Investors, an estimated $573M sold.

Based on aggregated 13F filings for Q1 2024.