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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: 1,2281,245 (+17)

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
+17
Holders Change %
+1.38%
% 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
Charles Schwab
26
Charles Schwab
California
$276M +$4.9M +62,350 +2%
Invesco
27
Invesco
Georgia
$261M +$22.1M +280,821 +10%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$251M +$17.1M +218,112 +8%
Holocene Advisors
29
Holocene Advisors
New York
$233M +$14.1M +178,802 +7%
CIP
30
Champlain Investment Partners
Vermont
$229M -$14.9M -189,150 -6%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$216M -$69.8M -888,600 -25%
American Century Companies
32
American Century Companies
Missouri
$209M -$142M -1,803,547 -42%
Swiss National Bank
33
Swiss National Bank
Switzerland
$203M -$5.19M -66,000 -3%
JP Morgan Chase
34
JP Morgan Chase
New York
$200M +$46.2M +587,461 +32%
Ameriprise
35
Ameriprise
Minnesota
$182M +$1.66M +21,090 +1%
UBS Group
36
UBS Group
Switzerland
$178M -$12.8M -162,808 -7%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$174M -$48.8M -620,906 -23%
HL
38
Harding Loevner
New Jersey
$168M -$1.24M -15,731 -0.8%
Primecap Management
39
Primecap Management
California
$160M -$2.36M -30,000 -2%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$156M -$4.82M -61,362 -3%
Deutsche Bank
41
Deutsche Bank
Germany
$153M -$116M -1,471,516 -44%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$153M -$32.1M -408,169 -18%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$153M -$10.5M -133,167 -7%
Franklin Resources
44
Franklin Resources
California
$148M -$63.4M -807,106 -31%
CI Investments Inc
45
CI Investments Inc
Ontario, Canada
$145M -$48.1M -611,515 -26%
RPI
46
Railway Pension Investments
United Kingdom
$143M -$6.37M -81,000 -4%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$142M +$29.1M +370,785 +27%
Macquarie Group
48
Macquarie Group
Australia
$140M -$47.6M -605,178 -26%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$136M +$33M +419,452 +34%
Two Sigma Investments
50
Two Sigma Investments
New York
$132M -$116M -1,472,202 -48%

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 1,228 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.