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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
MCWS
751
McKinley Carter Wealth Services
West Virginia
$512K
RIA
752
Regal Investment Advisors
Michigan
$509K +$73.5K +935 +18%
EMG
753
ETF Managers Group
New Jersey
$507K +$7.15K +91 +2%
BMM
754
Buffington Mohr McNeal
Idaho
$505K
DI
755
DFPG Investments
Utah
$503K +$478K +6,085 New
CA
756
Continuum Advisory
Idaho
$503K -$3.54K -45 -0.7%
PA
757
Pinnacle Associates
New York
$503K +$62.5K +795 +15%
APW
758
Acima Private Wealth
Virginia
$502K
EI
759
Ellevest Inc
New York
$499K -$118K -1,507 -20%
MFG
760
Merit Financial Group
Georgia
$498K -$50.2K -639 -10%
SBF
761
Sara-Bay Financial
Florida
$498K -$4.32K -55 -0.9%
FCBT
762
First Citizens Bank & Trust
North Carolina
$496K -$4.32K -55 -0.9%
SIC
763
Salem Investment Counselors
North Carolina
$492K -$55K -700 -11%
CLOS
764
Compagnie Lombard Odier SCmA
Switzerland
$492K -$39.9K -508 -8%
NC
765
NovaPoint Capital
Georgia
$492K +$79 +1 +0%
FI
766
Financial Insights
Washington
$491K +$467K +5,938 New
OR
767
Olympiad Research
Connecticut
$491K +$467K +5,937 New
CIC
768
Carnegie Investment Counsel
Ohio
$490K -$1.1K -14 -0.2%
BFG
769
Berger Financial Group
Minnesota
$489K -$21.4K -272 -4%
AB
770
Atlas Brown
Kentucky
$489K
CS
771
Comerica Securities
Michigan
$487K +$6.29K +80 +1%
CFG
772
Citizens Financial Group
Rhode Island
$484K -$43.8K -557 -9%
LDB
773
Lee, Danner & Bass
Tennessee
$484K
VFA
774
Voya Financial Advisors
Connecticut
$484K -$25.9K -329 -5%
CIA
775
Choate Investment Advisors
Massachusetts
$481K -$2.83K -36 -0.6%

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.