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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
ST
651
Sabal Trust
Florida
$744K +$7.07K +90 +1%
CCM
652
Coldstream Capital Management
Washington
$728K +$135K +1,716 +24%
PCM
653
Prelude Capital Management
New York
$727K +$315K +4,003 +84%
CG
654
Caprock Group
Idaho
$727K +$691K +8,791 New
SS
655
Simplicity Solutions
Minnesota
$726K +$362K +4,606 +111%
BFG
656
Bleakley Financial Group
New Jersey
$725K +$84.7K +1,078 +14%
YIH
657
Y-Intercept (HK)
Hong Kong
$722K -$812K -10,324 -54%
1IA
658
1834 Investment Advisors
Wisconsin
$717K +$681K +8,661 New
RT
659
Rockland Trust
Massachusetts
$715K +$9.59K +122 +1%
JIC
660
Johnson Investment Counsel
Ohio
$714K -$1.73K -22 -0.3%
MLA
661
My Legacy Advisors
Oregon
$714K -$8.25K -105 -1%
QT
662
Quantamental Technologies
New York
$711K -$808K -10,285 -54%
SFI
663
Siemens Fonds Invest
Germany
$710K +$16.6K +211 +3%
IWM
664
IHT Wealth Management
Illinois
$706K -$27.2K -346 -4%
TC
665
TownSquare Capital
Utah
$705K +$412K +5,240 +160%
IIM
666
Intact Investment Management
Quebec, Canada
$703K
H
667
HoyleCohen
California
$701K
CAG
668
Csenge Advisory Group
Florida
$701K +$4.01K +51 +0.6%
SAM
669
Smithbridge Asset Management
Pennsylvania
$695K +$432K +5,500 +190%
MYIA
670
Mount Yale Investment Advisors
Colorado
$685K +$124K +1,573 +23%
RF
671
Robbins Farley
New Hampshire
$682K +$14.1K +179 +2%
PFS
672
Physicians Financial Services
North Carolina
$681K -$7.86K -100 -1%
BCM
673
Brookstone Capital Management
Illinois
$679K +$132K +1,676 +26%
BPCE
674
Bank Pictet & Cie (Europe)
Germany
$678K
CGL
675
Clarius Group LLC
Washington
$677K +$15.6K +198 +2%

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.