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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
Goldman Sachs
26
Goldman Sachs
New York
$334M -$1.09M -12,951 -0.4%
Bank of America
27
Bank of America
North Carolina
$327M +$49.4M +587,932 +21%
Holocene Advisors
28
Holocene Advisors
New York
$325M +$211M +2,517,704 +286%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$318M +$256M +3,051,464 +1,088%
OCBV
30
Ownership Capital B.V.
Netherlands
$309M -$21.8M -259,960 -7%
Point72 Asset Management
31
Point72 Asset Management
Connecticut
$284M +$250M +2,970,804 New
CIP
32
Champlain Investment Partners
Vermont
$283M +$7.41M +88,205 +3%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$267M -$51.6M -613,848 -18%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$260M +$4.98M +59,249 +2%
Citadel Advisors
35
Citadel Advisors
Florida
$253M +$197M +2,339,486 +765%
N
36
Nuveen
North Carolina
$246M -$27.3M -325,197 -11%
Ameriprise
37
Ameriprise
Minnesota
$236M +$53.2M +633,858 +35%
A
38
AustralianSuper
Australia
$229M +$18.8M +224,264 +10%
Capital International Investors
39
Capital International Investors
California
$212M -$573M -6,824,658 -75%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$203M +$44.2M +526,574 +33%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$196M +$107M +1,273,348 +163%
American Century Companies
42
American Century Companies
Missouri
$195M -$6.44M -76,615 -4%
SAM
43
Storebrand Asset Management
Norway
$191M +$2.41M +28,731 +1%
DekaBank Deutsche Girozentrale
44
DekaBank Deutsche Girozentrale
Germany
$188M -$26.5M -315,362 -14%
Primecap Management
45
Primecap Management
California
$182M
Macquarie Group
46
Macquarie Group
Australia
$178M -$11.2M -133,921 -7%
Swiss National Bank
47
Swiss National Bank
Switzerland
$174M -$7.11M -84,700 -4%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$170M +$13.4M +159,276 +10%
RJA
49
Raymond James & Associates
Florida
$170M +$11.7M +139,515 +9%
RPI
50
Railway Pension Investments
United Kingdom
$162M -$16.8M -200,100 -11%

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.