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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
CD
676
Chapin Davis
Maryland
$674K +$23.2K +295 +4%
WLIM
677
White Lighthouse Investment Management
Massachusetts
$674K +$201K +2,552 +46%
SEM
678
Suncoast Equity Management
Florida
$672K +$69.8K +888 +12%
OTL
679
Oak Thistle LLC
New York
$672K +$638K +8,121 New
LFAS
680
Level Four Advisory Services
Texas
$671K +$193K +2,456 +43%
SAG
681
SageView Advisory Group
California
$669K +$636K +8,086 New
TCM
682
Twin Capital Management
Pennsylvania
$668K -$28.2K -359 -4%
HCM
683
Highview Capital Management
Illinois
$664K
TFS
684
Thoroughbred Financial Services
Tennessee
$661K -$30.2K -384 -5%
SWS
685
SYSTM Wealth Solutions
Illinois
$661K -$974K -12,394 -61%
WI
686
Wahed Invest
New York
$660K +$6.92K +88 +1%
Walleye Trading
687
Walleye Trading
New York
$655K -$1.59M -20,215 -72%
BMC
688
Benin Management Corp
Connecticut
$654K
PI
689
PGGM Investments
Netherlands
$648K +$132K +1,679 +27%
VCM
690
Virtue Capital Management
Tennessee
$647K -$40.6K -516 -7%
ACI
691
Alpha Cubed Investments
California
$645K +$20.6K +262 +3%
AAS
692
Avantax Advisory Services
Texas
$640K +$3.93K +50 +0.7%
AWA
693
Arete Wealth Advisors
Illinois
$638K +$5.58K +71 +0.9%
LJAC
694
L.J. Altfest & Co
New York
$637K +$283K +3,604 +88%
M
695
Mirova
France
$633K +$377K +4,792 +167%
ICG
696
InterOcean Capital Group
Tennessee
$629K -$23.8K -303 -4%
FNA
697
First National Advisers
Nebraska
$626K +$16.6K +211 +3%
RCM
698
Rain Capital Management
Oregon
$623K +$2.91K +37 +0.5%
Koshinski Asset Management
699
Koshinski Asset Management
Illinois
$623K +$13K +165 +2%
JIC
700
Joel Isaacson & Co
New York
$621K

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.