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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
Federated Hermes
576
Federated Hermes
Pennsylvania
$1.07M +$709K +9,016 +233%
SWK
577
Stephen W. Kidder
$1.06M +$164K +2,090 +19%
CA
578
Cullinan Associates
Kentucky
$1.06M
PCMI
579
Paradigm Capital Management Inc
New York
$1.06M
CFCI
580
Comprehensive Financial Consultants Institutional
Indiana
$1.06M +$78.6K +1,000 +8%
CW
581
CreativeOne Wealth
Kansas
$1.05M +$82.7K +1,052 +9%
OWA
582
Octavia Wealth Advisors
Ohio
$1.05M +$33.8K +430 +3%
TMAM
583
Tokio Marine Asset Management
Japan
$1.05M +$152K +1,934 +18%
PF
584
Phoenix Financial
Israel
$1.05M +$121K +1,544 +14%
AWM
585
Apollon Wealth Management
South Carolina
$1.03M +$9.35K +119 +1%
NA
586
NewEdge Advisors
Louisiana
$1.02M -$992K -12,618 -51%
WT
587
Whittier Trust
California
$1.01M -$2.36K -30 -0.2%
EP
588
Edgestream Partners
New Jersey
$1.01M -$835K -10,620 -47%
LOAMS
589
Lombard Odier Asset Management (Switzerland)
Switzerland
$972K +$212K +2,695 +30%
WA
590
Waddell & Associates
Tennessee
$971K
PWP
591
Perfromance Wealth Partners
Illinois
$969K +$257K +3,265 +39%
PIFP
592
Partners in Financial Planning
Virginia
$958K
1WA
593
180 Wealth Advisors
Washington
$955K +$47K +598 +5%
FNBT
594
FineMark National Bank & Trust
Florida
$954K -$370K -4,711 -29%
WF
595
WoodTrust Financial
Wisconsin
$954K +$102K +1,300 +13%
1SB
596
1ST Source Bank
Indiana
$945K
MYLI
597
Meiji Yasuda Life Insurance
Japan
$944K +$27.7K +353 +3%
CMANY
598
Capital Management Associates (New York)
New York
$943K
TIA
599
Trust Investment Advisors
Indiana
$940K -$6.52K -83 -0.7%
PTC
600
Private Trust Company
Ohio
$934K +$550 +7 +0.1%

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.