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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
HIP
451
Harrell Investment Partners
Texas
$2.23M +$198K +2,524 +10%
GH
452
GAM Holding
Switzerland
$2.23M +$150K +1,907 +8%
AA
453
AlphaMark Advisors
Kentucky
$2.23M +$56.4K +717 +3%
MPPLM
454
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.22M +$73.3K +932 +4%
KWM
455
Kingsview Wealth Management
Oregon
$2.18M -$42.7K -543 -2%
OIA
456
OneDigital Investment Advisors
Kansas
$2.18M +$149K +1,890 +8%
EHWM
457
Eads & Heald Wealth Management
Georgia
$2.16M +$46K +585 +2%
API
458
Advisor Partners II
California
$2.11M +$258K +3,276 +15%
GGI
459
GPM Growth Investors
Michigan
$2.11M -$29K -369 -1%
ETC
460
Exchange Traded Concepts
Oklahoma
$2.1M +$68.4K +870 +4%
EWM
461
Empirical Wealth Management
Washington
$2.09M +$175K +2,221 +10%
TA
462
Townsend & Associates
Colorado
$2.08M +$1.2M +15,287 +183%
BCV
463
Banque Cantonale Vaudoise
Switzerland
$2.08M -$307K -3,909 -13%
BSC
464
Brown Shipley & Co
United Kingdom
$2.08M +$1.97M +25,125 New
BRCM
465
Bright Rock Capital Management
Massachusetts
$2.07M
SLI
466
Sumitomo Life Insurance
Japan
$2.06M -$11.4K -145 -0.6%
CIC
467
Cornercap Investment Counsel
Georgia
$2.03M +$1.93M +24,565 New
WP
468
WealthShield Partners
North Carolina
$2.03M +$1.93M +24,521 New
SG Americas Securities
469
SG Americas Securities
New York
$2.03M +$1.25M +15,914 +185%
MCA
470
Martin Capital Advisors
Texas
$2M -$117K -1,485 -6%
MPWT
471
MassMutual Private Wealth & Trust
Connecticut
$2M +$15.8K +201 +0.8%
SI
472
Stephens Inc
Arkansas
$1.99M -$14.3K -182 -0.7%
SCP
473
Sandhill Capital Partners
New York
$1.99M
PFO
474
Pathstone Family Office
New Jersey
$1.99M -$3.28M -41,717 -63%
SN
475
Sittner & Nelson
Oregon
$1.98M -$23.6K -300 -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.