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
QIM
501
Quantitative Investment Management
Virginia
$1.66M +$431K +5,488 +38%
VFM
502
Viking Fund Management
North Dakota
$1.65M
WHGC
503
Wealth High Governance Capital
Brazil
$1.65M +$1.57M +20,000 New
LNB
504
Ledyard National Bank
$1.65M -$55K -700 -3%
BSW
505
Buckingham Strategic Wealth
Missouri
$1.64M
RPC
506
Rossmore Private Capital
Connecticut
$1.64M -$252K -3,200 -14%
DBG
507
De Burlo Group
Massachusetts
$1.64M
RHJA
508
Rice Hall James & Associates
California
$1.64M -$17.2K -219 -1%
SFG
509
Summit Financial Group
West Virginia
$1.63M
SC
510
Saturna Capital
Washington
$1.63M +$89K +1,132 +6%
NMIMC
511
Northwestern Mutual Investment Management Company
Wisconsin
$1.61M +$4.4K +56 +0.3%
GW
512
GW & Wade
Massachusetts
$1.61M -$27.5K -350 -2%
KIC
513
Kensington Investment Counsel
California
$1.56M -$102K -1,295 -6%
Fayez Sarofim & Co
514
Fayez Sarofim & Co
Texas
$1.55M -$8.25K -105 -0.6%
DFC
515
DB Fitzpatrick & Co
Idaho
$1.54M +$83.5K +1,062 +6%
PAM
516
Panagora Asset Management
Massachusetts
$1.53M -$3.57M -45,356 -71%
HCA
517
Harbour Capital Advisors
Virginia
$1.53M -$753K -9,578 -34%
KAS
518
Kestra Advisory Services
Texas
$1.52M -$1.73M -22,040 -54%
IB
519
Intrust Bank
Kansas
$1.51M +$150K +1,914 +12%
FWP
520
FAS Wealth Partners
Kansas
$1.5M +$349K +4,438 +32%
AG
521
Algert Global
California
$1.5M +$414K +5,270 +41%
PFA
522
Pure Financial Advisors
California
$1.47M +$7.86K +100 +0.6%
LNC
523
Lincoln National Corp
Pennsylvania
$1.47M -$988K -12,572 -41%
TNBTD
524
Trustmark National Bank Trust Department
Mississippi
$1.47M
GWSG
525
GPS Wealth Strategies Group
Colorado
$1.45M +$94K +1,196 +7%

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.