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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
KHCM
776
Kirtland Hills Capital Management
Ohio
$558K +$550K +6,553 New
IIM
777
Intact Investment Management
Quebec, Canada
$554K -$353K -4,200 -42%
TFS
778
Thoroughbred Financial Services
Tennessee
$552K -$846K -10,074 -64%
PA
779
Pinnacle Associates
New York
$546K +$15.4K +183 +3%
CPIG
780
Chicago Partners Investment Group
Illinois
$539K +$145K +1,723 +39%
CIC
781
Carnegie Investment Counsel
Ohio
$537K -$63K -750 -12%
VA
782
Valmark Advisers
Ohio
$536K +$58.3K +694 +14%
PCIA
783
Prime Capital Investment Advisors
Kansas
$533K +$19.2K +229 +4%
MFA
784
Mayflower Financial Advisors
Massachusetts
$531K +$467K +5,558 New
RWP
785
RWA Wealth Partners
Massachusetts
$531K +$204K +2,433 +78%
CIG
786
Cascade Investment Group
Colorado
$529K -$42K -500 -8%
CRWM
787
Castle Rock Wealth Management
California
$526K +$16.1K +192 +3%
MCWS
788
McKinley Carter Wealth Services
West Virginia
$525K
CWS
789
Confluence Wealth Services
Pennsylvania
$512K +$91.1K +1,084 +25%
BCA
790
Bay Colony Advisors
Massachusetts
$510K
HIC
791
Hartline Investment Corp
Illinois
$510K +$449K +5,340 New
QCG
792
Quadrant Capital Group
Ohio
$510K +$22K +262 +5%
CCP
793
Clarity Capital Partners
California
$509K -$30.2K -360 -6%
WBC
794
Westpac Banking Corp
Australia
$509K +$4.87K +58 +1%
CT
795
Chicago Trust
Illinois
$507K +$32K +381 +8%
CIM
796
CIM Investment Management
Pennsylvania
$506K
JMFC
797
J.M. Forbes & Co
Massachusetts
$505K
MOS
798
MGO One Seven
Ohio
$503K -$56.1K -668 -11%
BP
799
Ballentine Partners
Massachusetts
$500K +$82.7K +984 +23%
IFWM
800
Institute for Wealth Management
Colorado
$500K

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.