We are live on ! Find out more
EW icon

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
Carson Wealth (CWM LLC)
451
Carson Wealth (CWM LLC)
Nebraska
$2.44M +$674K +8,026 +46%
BS
452
Banco Santander
Spain
$2.44M -$6.03M -71,729 -74%
MCA
453
Martin Capital Advisors
Texas
$2.44M
EOJOAM
454
E. Ohman J:or Asset Management
Sweden
$2.39M +$109K +1,300 +5%
FWP
455
FAS Wealth Partners
Kansas
$2.39M +$67.7K +806 +3%
BRCM
456
Bright Rock Capital Management
Massachusetts
$2.39M
SCA
457
Stonebridge Capital Advisors
Minnesota
$2.38M +$46.5K +554 +2%
PAG
458
Private Advisor Group
New Jersey
$2.38M -$30.7K -366 -1%
HIP
459
Harrell Investment Partners
Texas
$2.37M +$58.7K +699 +3%
GH
460
GAM Holding
Switzerland
$2.37M -$160K -1,899 -7%
HP
461
HealthInvest Partners
Sweden
$2.37M +$333K +3,960 +19%
SN
462
Sittner & Nelson
Oregon
$2.35M +$28.6K +340 +1%
FNBOO
463
First National Bank of Omaha
Nebraska
$2.34M -$2.65M -31,489 -49%
RFN
464
RDA Financial Network
Iowa
$2.34M +$82.8K +986 +4%
MLICM
465
Metropolitan Life Insurance Company (MetLife)
New York
$2.34M -$18.9K -225 -0.9%
LA
466
LBP AM
France
$2.31M -$6.8K -81 -0.3%
SLI
467
Sumitomo Life Insurance
Japan
$2.29M -$54.2K -645 -3%
IC
468
Inscription Capital
Texas
$2.29M +$2.02M +24,000 New
VIM
469
Vinva Investment Management
Australia
$2.27M +$65.9K +784 +3%
PAS
470
Park Avenue Securities
New York
$2.23M -$125K -1,483 -6%
AWCI
471
Alpine Woods Capital Investors
New York
$2.21M -$991K -11,800 -31%
EHWM
472
Eads & Heald Wealth Management
Georgia
$2.21M -$79.8K -950 -4%
TPCW
473
TD Private Client Wealth
New York
$2.17M -$127K -1,514 -6%
SC
474
Saturna Capital
Washington
$2.16M +$93.2K +1,109 +5%
UB
475
Umpqua Bank
Oregon
$2.14M +$1.88M +22,373 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.