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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
CIG
776
Cascade Investment Group
Colorado
$476K
VSQM
777
V-Square Quantitative Management
Illinois
$474K +$450K +5,731 New
Wealth Enhancement Advisory Services
778
Wealth Enhancement Advisory Services
Minnesota
$474K +$450K +5,729 New
MC
779
Middleton & Co
Massachusetts
$473K
FRM
780
Fox Run Management
Connecticut
$470K -$163K -2,077 -27%
NWMG
781
National Wealth Management Group
Ohio
$466K +$410K +5,221 New
CA
782
Clearstead Advisors
Ohio
$465K +$129K +1,638 +41%
CWM
783
Congress Wealth Management
Massachusetts
$464K +$2.67K +34 +0.6%
MAC
784
Mason & Associates (California)
California
$463K
SWM
785
SeaCrest Wealth Management
New York
$462K +$31.9K +406 +8%
BFEC
786
Benjamin F. Edwards & Company
Missouri
$460K -$2.44K -31 -0.6%
MOS
787
MGO One Seven
Ohio
$460K +$69.6K +885 +19%
RB
788
Renasant Bank
Mississippi
$457K -$81.1K -1,032 -16%
RA
789
RFG Advisory
Alabama
$456K +$8.57K +109 +2%
SHFA
790
SC&H Financial Advisors
Maryland
$453K
BP
791
Ballentine Partners
Massachusetts
$452K +$44.3K +563 +11%
MCA
792
Magnolia Capital Advisors
Mississippi
$452K +$32.5K +413 +8%
CA
793
Claro Advisors
Massachusetts
$451K +$1.57K +20 +0.4%
CIM
794
CIM Investment Management
Pennsylvania
$448K +$18.7K +238 +5%
First Trust Advisors
795
First Trust Advisors
Illinois
$444K -$1.22M -15,584 -74%
RMCM
796
Reynders McVeigh Capital Management
Massachusetts
$444K +$21.6K +275 +5%
IFWM
797
Institute for Wealth Management
Colorado
$442K
CT
798
Chicago Trust
Illinois
$439K +$9.2K +117 +2%
FC
799
Forte Capital
New York
$437K +$1.57K +20 +0.4%
JMFC
800
J.M. Forbes & Co
Massachusetts
$437K -$5.89K -75 -1%

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.