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Edwards Lifesciences

1,279 hedge funds and large institutions have $46.6B invested in Edwards Lifesciences in 2024 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 436 increasing their positions, 462 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

50% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 106

25% more capital invested

Capital invested by funds: $37.3B → $46.6B (+$9.28B)

3% more funds holding

Funds holding: 1,2441,279 (+35)

10% more call options, than puts

Call options by funds: $431M | Put options by funds: $393M

0.75% more ownership

Funds ownership: 80.51%81.25% (+0.75%)

6% less repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 462

Holders
1,279
Holders Change
+35
Holders Change %
+2.81%
% of All Funds
18.42%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.2%
New
159
Increased
436
Reduced
462
Closed
106
Calls
$431M
Puts
$393M
Net Calls
+$38.1M
Net Calls Change
-$65.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
751
Bartlett & Co Wealth Management
Ohio
$610K +$336 +4 +0.1%
CI
752
Cigna Investments
Connecticut
$609K -$6.89K -82 -1%
CICI
753
Capital Investment Counsel Inc
North Carolina
$606K +$8.4K +100 +2%
PAM
754
Peak Asset Management
Colorado
$606K
FB
755
Fulton Bank
Pennsylvania
$605K +$1.09K +13 +0.2%
CFA
756
CWS Financial Advisors
Michigan
$603K -$13K -155 -2%
AG
757
AlTi Global
New York
$602K +$72K +857 +16%
PS
758
Principal Securities
Iowa
$601K -$21.3K -253 -4%
EI
759
Ellevest Inc
New York
$599K +$12.9K +153 +3%
RFA
760
Resurgent Financial Advisors
Georgia
$596K +$74.9K +892 +17%
SW
761
SVB Wealth
Massachusetts
$586K +$6.3K +75 +1%
HPC
762
HM Payson & Co
Maine
$581K
AP
763
Appleton Partners
Massachusetts
$580K -$289K -3,445 -36%
PA
764
Procyon Advisors
Connecticut
$578K -$1.43K -17 -0.3%
AF
765
Ally Financial
Michigan
$573K
HFA
766
Harbert Fund Advisors
Alabama
$573K +$504K +6,000 New
SCI
767
Stableford Capital II
Arizona
$568K -$2.94K -35 -0.6%
JF
768
Jump Financial
Illinois
$567K +$219K +2,609 +79%
SBF
769
Sara-Bay Financial
Florida
$567K
AB
770
Atlas Brown
Kentucky
$566K +$420 +5 +0.1%
MWA
771
Midland Wealth Advisors
Illinois
$565K -$16.8K -200 -3%
APW
772
Acima Private Wealth
Virginia
$564K
GAM
773
Guinness Asset Management
United Kingdom
$561K
CIA
774
Capital Investment Advisors
Georgia
$560K +$8.99K +107 +2%
CSPIA
775
Cary Street Partners Investment Advisory
Virginia
$558K +$36.2K +431 +8%

EW Hedge Fund Activity: Q1 2024 in Review

1,279 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2024, worth a combined $46.6B — up 25% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new EW positions and 106 closed out — a net gain of 53 holders — while 436 added to existing stakes and 462 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $425M. The largest seller was Capital International Investors, cutting an estimated $573M.

  • 1,279 institutional investors held Edwards Lifesciences (EW) as of Q1 2024, up from 1,244 in Q4 2023.
  • Funds reported $46.6B of Edwards Lifesciences stock for Q1 2024, up 25% quarter-over-quarter.
  • 159 funds opened new Edwards Lifesciences positions in Q1 2024 and 106 closed out, a net change of +53 holders.
  • The largest Edwards Lifesciences buyer in Q1 2024 was Winslow Capital Management, an estimated $425M added.
  • The largest Edwards Lifesciences seller in Q1 2024 was Capital International Investors, an estimated $573M sold.

Based on aggregated 13F filings for Q1 2024.