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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
BMO
551
Beck Mack & Oliver
New York
$1.25M
CIBC World Market
552
CIBC World Market
Ontario, Canada
$1.24M +$54.7K +696 +5%
USAA
553
United Services Automobile Association
Texas
$1.23M -$745K -9,484 -39%
RIL
554
Rothschild Investment LLC
Illinois
$1.23M +$393 +5 +0%
CWA
555
CM Wealth Advisors
Ohio
$1.23M +$1.1M +14,019 New
SFA
556
Sequoia Financial Advisors
Ohio
$1.22M +$105K +1,340 +10%
TPCW
557
TD Private Client Wealth
New York
$1.21M +$17.3K +220 +2%
JCM
558
Jag Capital Management
Missouri
$1.21M
PCA
559
Private Capital Advisors
Connecticut
$1.21M
FT
560
Fiduciary Trust
Massachusetts
$1.21M
FTDI
561
First Trust Direct Indexing
Massachusetts
$1.21M +$13.8K +175 +1%
GC
562
Gratus Capital
Georgia
$1.19M -$146K -1,862 -11%
CG
563
Colony Group
Massachusetts
$1.16M -$56K -712 -5%
KLWA
564
Kelly Lawrence W & Associates
California
$1.16M -$69.6K -885 -6%
SAM
565
Silvercrest Asset Management
New York
$1.16M -$1.45M -18,389 -57%
BFM
566
Boston Financial Management
Massachusetts
$1.15M
ABP
567
Arthur B. Page
$1.15M +$126K +1,600 +13%
LTAS
568
Linden Thomas Advisory Services
North Carolina
$1.14M +$37.3K +475 +4%
TCM
569
Teza Capital Management
Illinois
$1.13M -$86.1K -1,095 -7%
MJP
570
Michael J. Puzo
$1.13M +$417K +5,302 +64%
AAM
571
AR Asset Management
California
$1.11M
RA
572
RiverPark Advisors
New York
$1.1M -$25.5K -325 -2%
MMG
573
Monetary Management Group
Missouri
$1.1M -$7.86K -100 -0.7%
SIG
574
Stonegate Investment Group
Alabama
$1.09M +$188K +2,392 +22%
CW
575
Connectus Wealth
Ohio
$1.07M +$1.01M +12,912 New

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.