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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
WIM
751
WealthPlan Investment Management
Nebraska
$455K
NSIM
752
North Star Investment Management
Illinois
$454K
SAM
753
SignalPoint Asset Management
Missouri
$452K +$7.27K +100 +1%
CD
754
Chapin Davis
Maryland
$450K -$125K -1,725 -20%
A
755
Allianz
Germany
$449K +$393K +5,410 +386%
VST
756
Van Strum & Towne
California
$449K
LJHT
757
Laurie J. Hall Trustee
$445K +$153K +2,100 +45%
Jones Financial Companies
758
Jones Financial Companies
Missouri
$445K +$385K +5,295 +381%
Nomura Holdings
759
Nomura Holdings
Japan
$444K -$2.22M -30,505 -82%
MCA
760
Magnolia Capital Advisors
Mississippi
$439K +$4.36K +60 +0.9%
SCM
761
Sterling Capital Management
North Carolina
$437K +$481K +6,627 New
NWAG
762
Net Worth Advisory Group
Utah
$437K +$481K +6,616 New
RHJA
763
Rice Hall James & Associates
California
$433K -$10.9K -150 -2%
PCMI
764
Paradigm Capital Management Inc
New York
$429K
HI
765
Humankind Investments
New York
$429K +$125K +1,724 +36%
FRM
766
Fox Run Management
Connecticut
$429K +$472K +6,498 New
FNBT
767
FineMark National Bank & Trust
Florida
$428K -$42.5K -585 -8%
AB
768
Atlas Brown
Kentucky
$426K +$37.5K +516 +9%
M
769
Mirova
France
$425K
PA
770
Pinnacle Associates
New York
$422K -$12.9K -178 -3%
BCWM
771
Bartlett & Co Wealth Management
Ohio
$421K
FB
772
Fulton Bank
Pennsylvania
$420K +$10.2K +141 +2%
TCM
773
Tributary Capital Management
Nebraska
$420K -$14.5K -200 -3%
PAM
774
Peak Asset Management
Colorado
$419K
CFA
775
CWS Financial Advisors
Michigan
$417K

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.