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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
HIA
701
Harbor Investment Advisory
Maryland
$620K +$46.9K +597 +9%
CAM
702
Cresset Asset Management
Illinois
$620K -$181K -2,304 -24%
SBIA
703
Sheaff Brock Investment Advisors
Indiana
$620K +$7.86K +100 +1%
FMAEN1
704
Fund Management at Engine No 1
California
$620K +$54.2K +690 +10%
BC
705
Bowman & Company
Wisconsin
$619K +$231K +2,936 +65%
HWM
706
Hohimer Wealth Management
Washington
$619K +$146K +1,852 +33%
CI
707
Cigna Investments
Connecticut
$617K -$10.2K -130 -2%
GWM
708
Geneos Wealth Management
Colorado
$617K +$24.5K +312 +4%
BL
709
BFSG LLC
California
$612K -$80.2K -1,020 -12%
QCG
710
Quadrant Capital Group
Ohio
$606K +$136K +1,726 +31%
SW
711
SVB Wealth
Massachusetts
$605K -$50.9K -647 -8%
QT
712
Quantbot Technologies
New York
$604K -$4.93M -62,708 -90%
SXL
713
Summit X LLC
Missouri
$599K -$24.8K -315 -4%
FUBT
714
First United Bank & Trust
Maryland
$596K -$1.42K -18 -0.2%
PIMJS
715
PKO Investment Management Joint-Stock
Poland
$596K
9WM
716
9258 Wealth Management
Ohio
$595K -$3.54K -45 -0.6%
TAM
717
Trust Asset Management
Texas
$595K +$16.7K +212 +3%
MC
718
Maverick Capital
Texas
$590K +$276K +3,511 +97%
IP
719
Ignite Planners
California
$585K
SIA
720
Soltis Investment Advisors
Utah
$585K +$1.26K +16 +0.2%
SPC
721
Sigma Planning Corp
Michigan
$583K -$8.65K -110 -2%
CICI
722
Capital Investment Counsel Inc
North Carolina
$581K -$31.4K -400 -5%
IA
723
IFP Advisors
Florida
$579K -$609K -7,754 -66%
WIM
724
WealthPlan Investment Management
Nebraska
$571K -$23.8K -303 -4%
NFG
725
Nations Financial Group
Iowa
$570K +$17.8K +226 +3%

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.