We are live on ! Find out more
EW icon

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
WA
801
Waverly Advisors
Alabama
$498K +$155K +1,849 +55%
RT
802
Rockland Trust
Massachusetts
$495K -$353K -4,208 -45%
RCM
803
Radnor Capital Management
Pennsylvania
$495K
FHB
804
First Hawaiian Bank
Hawaii
$494K -$24.7K -294 -5%
GFP
805
Gryphon Financial Partners
Ohio
$491K -$110K -1,312 -20%
CA
806
Clearstead Advisors
Ohio
$487K -$34K -405 -7%
BG
807
Bahl & Gaynor
Ohio
$487K -$16.5K -197 -4%
AWA
808
Alta Wealth Advisors
Massachusetts
$487K +$5.63K +67 +1%
GJWM
809
Gilliland Jeter Wealth Management
Arkansas
$486K -$53.8K -641 -11%
MFIM
810
Mesirow Financial Investment Management
Illinois
$486K -$777K -9,254 -65%
FCP
811
Fidelis Capital Partners
Florida
$484K +$58K +690 +16%
SI
812
Stephens Inc
Arkansas
$483K -$1.52M -18,132 -78%
MFG
813
MidWestOne Financial Group
Iowa
$483K
BMC
814
Benin Management Corp
Connecticut
$483K -$504 -6 -0.1%
NPA
815
Nichols & Pratt Advisers
Massachusetts
$483K
LCM
816
Liberty Capital Management
Michigan
$482K
WH
817
Willner & Heller
California
$479K -$52.5K -625 -11%
PAM
818
Palisade Asset Management
Minnesota
$476K
Luther King Capital Management (LKCM)
819
Luther King Capital Management (LKCM)
Texas
$475K -$39.5K -470 -9%
SL
820
Sentinus LLC
Illinois
$471K +$414K +4,928 New
HBT
821
Hills Bank & Trust
Iowa
$463K
OC
822
Oarsman Capital
Wisconsin
$461K +$26.4K +314 +7%
DC
823
Diametric Capital
Massachusetts
$460K -$38.9K -463 -9%
PPWP
824
Premier Path Wealth Partners
New Jersey
$459K +$84 +1 +0%
Qube Research & Technologies (QRT)
825
Qube Research & Technologies (QRT)
United Kingdom
$458K -$17.7M -210,665 -98%

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.