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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
WANY
626
Wealthspire Advisors (New York)
New York
$763K +$72.7K +1,001 +9%
BC
627
Bridgefront Capital
Texas
$756K +$832K +11,458 New
KLWA
628
Kelly Lawrence W & Associates
California
$747K -$39.2K -540 -5%
IWA
629
Inspirion Wealth Advisors
Illinois
$744K
BTI
630
Blue Trust Inc
Georgia
$743K +$218K +2,998 +59%
CCM
631
Conway Capital Management
California
$737K -$323K -4,450 -28%
SCM
632
Suvretta Capital Management
New York
$732K
IFG
633
Independent Financial Group
California
$732K -$99.1K -1,364 -11%
NICM
634
Neo Ivy Capital Management
New York
$726K +$799K +11,002 New
TPI
635
Trust Point Inc
Wisconsin
$725K -$39.8K -548 -5%
VI
636
Vestcor Inc
New Brunswick, Canada
$720K
AIM
637
Aspen Investment Management
Michigan
$718K
KCPG
638
Kavar Capital Partners Group
Kansas
$718K -$103K -1,417 -12%
HCA
639
Harbor Capital Advisors
Illinois
$717K +$4.07K +56 +0.5%
AT
640
Arlington Trust
Alabama
$715K -$44.5K -613 -5%
CAI
641
Capital Advisors Inc
Oklahoma
$714K -$1.09K -15 -0.1%
RSWM
642
Robertson Stephens Wealth Management
California
$713K +$194K +2,664 +33%
VCA
643
Verdence Capital Advisors
Maryland
$712K -$9.81K -135 -1%
MMA
644
Miracle Mile Advisors
California
$704K +$2.76K +38 +0.4%
NL
645
NWAM LLC
Washington
$697K +$768K +10,568 New
1SB
646
1ST Source Bank
Indiana
$695K
EFG
647
Ehrlich Financial Group
California
$693K +$16K +220 +2%
AFP
648
Alpha Financial Partners
Kentucky
$693K +$763K +10,504 New
WCM
649
Whitener Capital Management
North Carolina
$688K -$169K -2,325 -18%
SIC
650
Salem Investment Counselors
North Carolina
$687K +$7.19K +99 +1%

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.