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Edwards Lifesciences

1,279 hedge funds and large institutions have $46.6B invested in Edwards Lifesciences in 2024 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 436 increasing their positions, 462 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

50% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 106

25% more capital invested

Capital invested by funds: $37.3B → $46.6B (+$9.28B)

3% more funds holding

Funds holding: 1,2441,279 (+35)

10% more call options, than puts

Call options by funds: $431M | Put options by funds: $393M

0.75% more ownership

Funds ownership: 80.51%81.25% (+0.75%)

6% less repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 462

Holders
1,279
Holders Change
+35
Holders Change %
+2.81%
% of All Funds
18.42%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.2%
New
159
Increased
436
Reduced
462
Closed
106
Calls
$431M
Puts
$393M
Net Calls
+$38.1M
Net Calls Change
-$65.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LWMM
651
Legacy Wealth Management (Mississippi)
Mississippi
$906K -$16.4K -195 -2%
GEA
652
Glen Eagle Advisors
New Jersey
$904K +$621K +7,395 +358%
CW
653
Connectus Wealth
Ohio
$893K +$43.6K +519 +6%
FI
654
Financial Insights
Washington
$892K -$141K -1,673 -15%
NRG
655
Nemes Rush Group
Michigan
$890K -$3.86M -45,919 -83%
VAF
656
Values Added Financial
District of Columbia
$889K
CP
657
Canopy Partners
Ohio
$877K +$13.3K +158 +2%
JIC
658
Johnson Investment Counsel
Ohio
$876K +$24.2K +288 +3%
NSEDCP
659
NJ State Employees Deferred Compensation Plan
New Jersey
$860K
NPT
660
Nixon Peabody Trust
Massachusetts
$853K +$41.6K +495 +6%
MGP
661
M&G plc
United Kingdom
$853K +$746K +8,884 New
FFA
662
First Foundation Advisors
California
$851K
LCM
663
Leisure Capital Management
California
$851K -$48.4K -576 -6%
SEM
664
Suncoast Equity Management
Florida
$849K +$35.3K +420 +5%
WAP
665
Wealthcare Advisory Partners
Pennsylvania
$848K +$3.02K +36 +0.4%
JAG
666
Journey Advisory Group
Kentucky
$845K -$290K -3,455 -28%
PFWA
667
Paces Ferry Wealth Advisors
Georgia
$842K -$25.2K -300 -3%
HSA
668
HBK Sorce Advisory
Pennsylvania
$837K -$72.5K -863 -9%
BB
669
Busey Bank
Illinois
$829K
HNB
670
Hilltop National Bank
Wyoming
$820K +$721K +8,580 New
WA
671
Waddell & Associates
Tennessee
$818K -$259K -3,078 -26%
CD
672
Chapin Davis
Maryland
$817K +$11.8K +140 +2%
BFA
673
Beaumont Financial Advisors
Massachusetts
$815K +$840 +10 +0.1%
Los Angeles Capital Management
674
Los Angeles Capital Management
California
$805K -$4.96K -59 -0.7%
GLA
675
Great Lakes Advisors
Illinois
$796K -$489K -5,820 -41%

EW Hedge Fund Activity: Q1 2024 in Review

1,279 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2024, worth a combined $46.6B — up 25% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new EW positions and 106 closed out — a net gain of 53 holders — while 436 added to existing stakes and 462 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $425M. The largest seller was Capital International Investors, cutting an estimated $573M.

  • 1,279 institutional investors held Edwards Lifesciences (EW) as of Q1 2024, up from 1,244 in Q4 2023.
  • Funds reported $46.6B of Edwards Lifesciences stock for Q1 2024, up 25% quarter-over-quarter.
  • 159 funds opened new Edwards Lifesciences positions in Q1 2024 and 106 closed out, a net change of +53 holders.
  • The largest Edwards Lifesciences buyer in Q1 2024 was Winslow Capital Management, an estimated $425M added.
  • The largest Edwards Lifesciences seller in Q1 2024 was Capital International Investors, an estimated $573M sold.

Based on aggregated 13F filings for Q1 2024.