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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: 1,2291,245 (+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
OSAM
526
O'Shaughnessy Asset Management
Connecticut
$1.45M +$200K +2,545 +17%
WEG
527
World Equity Group
Illinois
$1.44M +$12.3M +156,617 +3,785%
VI
528
Vestcor Inc
New Brunswick, Canada
$1.44M +$78.7K +1,001 +6%
JAG
529
Journey Advisory Group
Kentucky
$1.44M -$457K -5,810 -25%
EF
530
Empirical Finance
Pennsylvania
$1.42M +$65.3K +831 +5%
ACM
531
Argent Capital Management
Missouri
$1.42M +$76.2K +969 +6%
CANY
532
Caxton Associates (New York)
New York
$1.4M -$431K -5,489 -25%
UB
533
UMB Bank
Missouri
$1.4M -$199K -2,533 -13%
Lido Advisors
534
Lido Advisors
California
$1.36M +$674K +8,573 +109%
BFS
535
Bradley Foster & Sargent
Connecticut
$1.36M -$68.5K -871 -5%
LT
536
Legacy Trust
Michigan
$1.35M -$23.5K -299 -2%
CIG
537
Cairn Investment Group
Washington
$1.34M -$26.3K -335 -2%
OAM
538
Ostrum Asset Management
France
$1.34M +$1.27M +16,182 New
CP
539
CenterBook Partners
Connecticut
$1.33M +$1.26M +16,031 New
WG
540
Winton Group
United Kingdom
$1.32M +$1.26M +15,983 New
CT
541
Columbia Trust
Oregon
$1.3M +$68.2K +868 +6%
TI
542
Tidal Investments
Wisconsin
$1.29M +$83.2K +1,059 +7%
IIM
543
Ipswich Investment Management
Massachusetts
$1.28M -$13.4K -170 -1%
CA
544
Cetera Advisors
Colorado
$1.27M -$67.4K -857 -5%
LNWWM
545
Laird Norton Wetherby Wealth Management
California
$1.27M +$200K +2,547 +20%
V
546
Veritable
Delaware
$1.26M +$122K +1,550 +11%
DAS
547
Dynamic Advisor Solutions
Arizona
$1.26M +$841K +10,703 +234%
WCM
548
Whitener Capital Management
North Carolina
$1.26M -$188K -2,393 -14%
NP
549
NorthRock Partners
Minnesota
$1.26M +$75.3K +958 +7%
MGIA
550
Moneta Group Investment Advisors
Missouri
$1.25M +$25K +318 +2%

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.