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Edwards Lifesciences

1,193 hedge funds and large institutions have $31.9B invested in Edwards Lifesciences in 2024 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 370 increasing their positions, 499 reducing their positions, and 227 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $733M | Put options by funds: $296M

1.85% less ownership

Funds ownership: 81.93%80.08% (-1.9%)

8% less funds holding

Funds holding: 1,2951,193 (-102)

26% less repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 499

30% less capital invested

Capital invested by funds: $45.6B → $31.9B (-$13.7B)

38% less first-time investments, than exits

New positions opened: 140 | Existing positions closed: 227

60% less funds holding in top 10

Funds holding in top 10: 156 (-9)

Holders
1,193
Holders Change
-102
Holders Change %
-7.88%
% of All Funds
17.13%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.09%
New
140
Increased
370
Reduced
499
Closed
227
Calls
$733M
Puts
$296M
Net Calls
+$437M
Net Calls Change
+$458M
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
576
Moneta Group Investment Advisors
Missouri
$960K -$45.2K -622 -4%
WI
577
Wahed Invest
New York
$958K +$95K +1,308 +10%
SWP
578
Stratos Wealth Partners
Ohio
$955K -$22.6K -311 -2%
FHA
579
First Horizon Advisors
Tennessee
$944K -$172K -2,363 -14%
LWMM
580
Legacy Wealth Management (Mississippi)
Mississippi
$929K +$335K +4,605 +49%
PIMJS
581
PKO Investment Management Joint-Stock
Poland
$924K +$581K +8,000 +133%
Fayez Sarofim & Co
582
Fayez Sarofim & Co
Texas
$922K
BFM
583
Boston Financial Management
Massachusetts
$921K
STA
584
Summit Trail Advisors
New York
$918K +$7.48K +103 +0.7%
YIH
585
Y-Intercept (HK)
Hong Kong
$912K -$227K -3,122 -18%
AAMU
586
APG Asset Management US
New York
$909K -$11.8M -162,651 -92%
ETC
587
Exchange Traded Concepts
Oklahoma
$904K -$203K -2,797 -17%
FT
588
Fiduciary Trust
Massachusetts
$903K -$363 -5 -0%
MC
589
Machina Capital
France
$902K +$993K +13,662 New
USAA
590
United Services Automobile Association
Texas
$893K -$221K -3,035 -18%
GEA
591
Glen Eagle Advisors
New Jersey
$882K -$76.7K -1,056 -7%
Kovitz Investment Group Partners
592
Kovitz Investment Group Partners
Illinois
$880K +$661K +9,093 +65%
NRG
593
Nemes Rush Group
Michigan
$879K -$129K -1,770 -16%
PCA
594
Private Capital Advisors
Connecticut
$871K
FHA
595
Flagship Harbor Advisors
Massachusetts
$867K +$85.6K +1,178 +10%
OAM
596
Ostrum Asset Management
France
$867K +$11.6K +160 +1%
SAM
597
Smithbridge Asset Management
Pennsylvania
$864K +$160K +2,202 +20%
GWSG
598
GPS Wealth Strategies Group
Colorado
$861K -$317K -4,368 -25%
Impax Asset Management Group
599
Impax Asset Management Group
United Kingdom
$855K +$375K +5,164 +66%
KWA
600
Kingswood Wealth Advisors
California
$850K -$41.5K -571 -4%

EW Hedge Fund Activity: Q3 2024 in Review

1,193 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2024, worth a combined $31.9B — down 30% from $45.6B a quarter earlier.

Sellers outnumbered buyers: 227 funds closed out of EW and 140 opened new positions — a net loss of 87 holders — while 499 trimmed existing stakes and 370 added.

The largest buyer was Wellington Management Group, adding an estimated $1.06B. The largest seller was AllianceBernstein, cutting an estimated $971M.

  • 1,193 institutional investors held Edwards Lifesciences (EW) as of Q3 2024, down from 1,295 in Q2 2024.
  • Funds reported $31.9B of Edwards Lifesciences stock for Q3 2024, down 30% quarter-over-quarter.
  • 140 funds opened new Edwards Lifesciences positions in Q3 2024 and 227 closed out, a net change of -87 holders.
  • The largest Edwards Lifesciences buyer in Q3 2024 was Wellington Management Group, an estimated $1.06B added.
  • The largest Edwards Lifesciences seller in Q3 2024 was AllianceBernstein, an estimated $971M sold.

Based on aggregated 13F filings for Q3 2024.