We are live on ! Find out more
EW icon

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
MHC
476
Meyer Handelman Company
New York
$1.98M -$504K -6,408 -21%
WS
477
Wedbush Securities
California
$1.97M -$230K -2,930 -11%
BCM
478
Becker Capital Management
Oregon
$1.95M +$262K +3,334 +16%
CCM
479
Conway Capital Management
California
$1.95M -$70.7K -900 -4%
AP
480
Appleton Partners
Massachusetts
$1.95M -$719K -9,142 -28%
AAM
481
Advisors Asset Management
Colorado
$1.93M -$47.1K -599 -3%
SC
482
Scotia Capital
Ontario, Canada
$1.92M +$268K +3,415 +17%
IAN
483
Integrated Advisors Network
Texas
$1.92M +$23.5K +299 +1%
SBH
484
Segall Bryant & Hamill
Illinois
$1.9M -$7.31K -93 -0.4%
HZ
485
Hixon Zuercher
Ohio
$1.9M -$805K -10,241 -31%
AG
486
Ascent Group
Virginia
$1.89M -$34K -433 -2%
KCPG
487
Kavar Capital Partners Group
Kansas
$1.87M -$36.9K -470 -2%
FBT
488
First Bank & Trust
South Dakota
$1.85M +$295K +3,750 +20%
KFS
489
Kurt F. Somerville
$1.84M +$705K +8,975 +68%
SCA
490
Stonebridge Capital Advisors
Minnesota
$1.83M +$1.1M +13,945 +170%
KRSITF
491
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.82M -$17.1K -218 -1%
EAM
492
EFG Asset Management
Oregon
$1.82M +$661K +8,406 +62%
AMCA
493
Arthur M. Cohen & Associates
Illinois
$1.77M +$49K +623 +3%
BRWA
494
B. Riley Wealth Advisors
Florida
$1.76M -$1.05M -13,320 -39%
QCM
495
Quantinno Capital Management
New York
$1.72M +$219K +2,792 +16%
Carson Wealth (CWM LLC)
496
Carson Wealth (CWM LLC)
Nebraska
$1.71M +$185K +2,354 +13%
SF
497
Synovus Financial
Georgia
$1.7M -$6.55M -83,311 -80%
VIM
498
Vinva Investment Management
Australia
$1.7M +$1.64M +20,849 New
EGM
499
Engineers Gate Manager
New York
$1.68M -$630K -8,011 -28%
RFN
500
RDA Financial Network
Iowa
$1.67M +$56.1K +714 +4%

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.