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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
BPCE
701
Bank Pictet & Cie (Europe)
Germany
$579K +$296K +4,068 +87%
FMN
702
Financial Management Network
California
$575K +$24.7K +340 +4%
BB
703
Busey Bank
Illinois
$572K -$12K -165 -2%
AAS
704
Avantax Advisory Services
Texas
$570K -$877K -12,077 -58%
HNB
705
Hilltop National Bank
Wyoming
$566K
DWP
706
Daymark Wealth Partners
Ohio
$563K -$436 -6 -0.1%
BFA
707
Beaumont Financial Advisors
Massachusetts
$561K -$6.68K -92 -1%
AWM
708
Apollon Wealth Management
South Carolina
$558K -$311K -4,283 -34%
MYIA
709
Mount Yale Investment Advisors
Colorado
$554K +$177K +2,441 +41%
LA
710
Legacy Advisors
Pennsylvania
$549K +$604K +8,318 New
SPA
711
Sherbrooke Park Advisers
New York
$548K +$604K +8,309 New
LCM
712
Leisure Capital Management
California
$543K -$68.4K -942 -10%
SCTC
713
Sanibel Captiva Trust Company
Florida
$540K +$10.4K +143 +2%
WAP
714
Wealthcare Advisory Partners
Pennsylvania
$540K -$8.5K -117 -1%
HI
715
Horizon Investments
North Carolina
$540K -$7.7K -106 -1%
FPAS
716
Focus Partners Advisor Solutions
Missouri
$539K -$122K -1,682 -17%
WLIM
717
White Lighthouse Investment Management
Massachusetts
$537K
HCM
718
Highview Capital Management
Illinois
$530K
PCM
719
Presidio Capital Management
California
$527K +$581K +7,992 New
GAM
720
Gotham Asset Management
New York
$527K -$282K -3,879 -33%
SFS
721
Symphony Financial Services
Ohio
$525K +$38.1K +525 +7%
ACA
722
Aptus Capital Advisors
Alabama
$525K -$16.1K -222 -3%
IWC
723
Integrated Wealth Concepts
Massachusetts
$524K -$331K -4,556 -36%
MAC
724
Mason & Associates (California)
California
$520K +$251K +3,460 +78%
GWA
725
GGM Wealth Advisors
Maryland
$519K -$7.27K -100 -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.