We are live on ! Find out more
EW icon

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
Fundsmith LLP
626
Fundsmith LLP
United Kingdom
$826K
NIMI
627
Natixis Investment Managers International
France
$825K -$50.5K -642 -6%
FMN
628
Financial Management Network
California
$823K
RCAG
629
Rehmann Capital Advisory Group
Michigan
$822K -$8.96K -114 -1%
TF
630
TIAA FSB
Florida
$821K -$110K -1,394 -12%
AO
631
Advisor OS
Illinois
$808K +$22.3K +284 +3%
S
632
SignatureFD
Georgia
$806K +$158K +2,014 +26%
DWM
633
Destination Wealth Management
California
$799K +$59.3K +755 +8%
BAMCO Inc
634
BAMCO Inc
New York
$799K -$11.2M -142,639 -94%
VI
635
Versor Investments
New York
$792K +$753K +9,575 New
HFG
636
Heron Financial Group
New York
$791K +$47.3K +602 +7%
HSA
637
HBK Sorce Advisory
Pennsylvania
$789K +$749K +9,532 New
FHA
638
Flagship Harbor Advisors
Massachusetts
$787K +$26K +331 +4%
MAS
639
Meeder Advisory Services
Ohio
$784K +$32.1K +409 +5%
Luther King Capital Management (LKCM)
640
Luther King Capital Management (LKCM)
Texas
$782K -$68.7K -874 -8%
LWMM
641
Legacy Wealth Management (Mississippi)
Mississippi
$780K
IFG
642
Independent Financial Group
California
$777K -$115K -1,460 -13%
BCB
643
Brian C. Broderick
$774K +$82.5K +1,050 +13%
LIM
644
Leavell Investment Management
Alabama
$770K
PA
645
Profund Advisors
Maryland
$769K -$106K -1,351 -13%
MMA
646
Miracle Mile Advisors
California
$761K +$70.7K +899 +11%
MGIM
647
M&G Investment Management
United Kingdom
$759K -$2.91M -37,025 -80%
PFWA
648
Paces Ferry Wealth Advisors
Georgia
$754K +$2.04K +26 +0.3%
LBC
649
Lawrence B. Cohen
$751K -$95K -1,209 -12%
NSEDCP
650
NJ State Employees Deferred Compensation Plan
New Jersey
$745K

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.