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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: 1,2281,245 (+17)

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
+17
Holders Change %
+1.38%
% 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
IWA
601
Inspirion Wealth Advisors
Illinois
$933K
NL
602
NWAM LLC
Washington
$926K +$1.18K +15 +0.1%
VAS
603
Vestmark Advisory Solutions
Massachusetts
$926K -$44K -560 -5%
MWM
604
Meridian Wealth Management
Kentucky
$925K -$19.7K -250 -2%
TC
605
Telemus Capital
Michigan
$918K +$173K +2,201 +25%
CAI
606
Capital Advisors Inc
Oklahoma
$917K +$4.79K +61 +0.6%
TRCT
607
Tower Research Capital (TRC)
New York
$917K -$206K -2,622 -19%
WI
608
Wintrust Investments
Illinois
$913K +$212K +2,700 +32%
RC
609
Roundview Capital
New Jersey
$913K +$867K +11,030 New
EH
610
Equitable Holdings
New York
$904K -$69.4K -883 -7%
AIM
611
Aspen Investment Management
Michigan
$900K
MYAM
612
Meiji Yasuda Asset Management
Japan
$892K +$105K +1,335 +14%
MCM
613
MAI Capital Management
Ohio
$890K +$125K +1,586 +17%
IWC
614
Integrated Wealth Concepts
Massachusetts
$883K +$369K +4,692 +78%
LWAM
615
Legacy Wealth Asset Management
Minnesota
$864K +$17.1K +217 +2%
BFA
616
Beaumont Financial Advisors
Massachusetts
$864K +$865 +11 +0.1%
KOCAA
617
Knights of Columbus Asset Advisors
Connecticut
$860K +$817K +10,396 New
LCM
618
Leisure Capital Management
California
$854K
OCM
619
Objective Capital Management
Ohio
$852K
DC
620
Diametric Capital
Massachusetts
$851K +$809K +10,287 New
BB
621
Busey Bank
Illinois
$850K -$23.6K -300 -3%
SC
622
Savant Capital
Illinois
$843K -$13.8K -175 -2%
WAP
623
Wealthcare Advisory Partners
Pennsylvania
$838K -$17.1K -217 -2%
BFO
624
Biltmore Family Office
North Carolina
$838K +$74.7K +950 +10%
HWM
625
HB Wealth Management
Georgia
$837K +$87K +1,107 +12%

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 1,228 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.