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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
BFM
801
Boothbay Fund Management
New York
$437K +$72.3K +920 +21%
CB
802
CNB Bank
Pennsylvania
$435K +$29.9K +380 +8%
SL
803
Sentinus LLC
Illinois
$433K +$411K +5,229 New
CI
804
Conning Inc
Connecticut
$426K -$2.91K -37 -0.7%
AWA
805
Alta Wealth Advisors
Massachusetts
$425K -$33.3K -423 -8%
HIM
806
Hillsdale Investment Management
Ontario, Canada
$422K
NPA
807
Nichols & Pratt Advisers
Massachusetts
$418K
LCM
808
Liberty Capital Management
Michigan
$417K
MA
809
MJP Associates
Connecticut
$416K +$25.9K +329 +7%
AF
810
Allworth Financial
California
$415K +$9.59K +122 +2%
LWP
811
Lumature Wealth Partners
Georgia
$413K +$10.8K +138 +3%
GFP
812
Gryphon Financial Partners
Ohio
$409K +$393 +5 +0.1%
CPIG
813
Chicago Partners Investment Group
Illinois
$409K -$18.5K -235 -5%
LB
814
Legacy Bridge
Iowa
$407K -$87.5K -1,113 -18%
FB
815
Fulton Bank
Pennsylvania
$406K +$62.6K +797 +19%
First Manhattan
816
First Manhattan
New York
$406K -$34K -433 -8%
BTWM
817
Baker Tilly Wealth Management
Wisconsin
$404K +$384K +4,889 New
SIMM
818
Stillwater Investment Management (Minnesota)
Minnesota
$403K
ALAM
819
Asahi Life Asset Management
Japan
$402K +$382K +4,860 New
HBT
820
Hills Bank & Trust
Iowa
$401K
ET
821
Equitable Trust
Tennessee
$398K
PPC
822
Park Place Capital
Alabama
$397K -$36.9K -470 -9%
TA
823
Tiedemann Advisors
New York
$397K
CC
824
Capital Counsel
New York
$393K -$55K -700 -13%
FA
825
Fagan Associates
New York
$391K +$3.77K +48 +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.