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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
NSIM
726
North Star Investment Management
Illinois
$569K +$472K +6,000 +680%
DWT
727
Dorsey & Whitney Trust
South Dakota
$565K +$168K +2,132 +45%
DWM
728
Dakota Wealth Management
Florida
$564K +$472 +6 +0.1%
VST
729
Van Strum & Towne
California
$563K
OWA
730
One Wealth Advisors
California
$561K +$260K +3,312 +96%
SAM
731
SignalPoint Asset Management
Missouri
$558K
CCA
732
Checchi Capital Advisers
California
$554K +$51K +649 +11%
SFS
733
Stiles Financial Services
Minnesota
$549K +$27.5K +350 +6%
B
734
Bellecapital
Switzerland
$547K
GAM
735
Guinness Asset Management
United Kingdom
$547K +$520K +6,616 New
SFA
736
Souders Financial Advisors
Ohio
$546K +$3.85K +49 +0.7%
RBC
737
Romano Brothers & Co
Illinois
$541K
MNBTD
738
Moody National Bank Trust Division
Texas
$540K
CFA
739
CWS Financial Advisors
Michigan
$531K +$6.6K +84 +1%
BCWM
740
Bartlett & Co Wealth Management
Ohio
$527K
BC
741
Bartlett & Co
Ohio
$527K
T
742
TOBAM
France
$526K +$50.9K +647 +11%
PAM
743
Peak Asset Management
Colorado
$525K
RSC
744
Red Spruce Capital
Pennsylvania
$523K -$20K -255 -4%
FHB
745
First Hawaiian Bank
Hawaii
$520K
CBFP
746
Cedar Brook Financial Partners
Ohio
$519K -$1.57K -20 -0.3%
PAM
747
Palisade Asset Management
Minnesota
$515K
OHWP
748
Oak Harbor Wealth Partners
North Carolina
$514K +$213K +2,711 +77%
RFA
749
Resurgent Financial Advisors
Georgia
$514K -$33.4K -425 -6%
BHB
750
Bank Hapoalim BM
Israel
$513K -$3.93K -50 -0.8%

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.