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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
JMFC
801
J.M. Forbes & Co
Massachusetts
$370K +$23.6K +325 +6%
GCA
802
Greenwood Capital Associates
South Carolina
$368K -$3.65M -50,235 -90%
LFAS
803
Level Four Advisory Services
Texas
$365K -$324K -4,466 -45%
MCWS
804
McKinley Carter Wealth Services
West Virginia
$364K
MFA
805
Mayflower Financial Advisors
Massachusetts
$363K -$1.45K -20 -0.4%
Lazard Asset Management
806
Lazard Asset Management
New York
$362K -$27.5M -378,615 -99%
CICI
807
Capital Investment Counsel Inc
North Carolina
$358K
CGPCS
808
Capital Group Private Client Services
California
$355K -$63.9K -879 -14%
FRA
809
Frank Rimerman Advisors
California
$355K -$103K -1,421 -21%
WA
810
Waverly Advisors
Alabama
$353K +$8.21K +113 +2%
BCA
811
Bay Colony Advisors
Massachusetts
$352K -$218 -3 -0.1%
EH
812
Equitable Holdings
New York
$352K -$129K -1,772 -25%
FTWA
813
Fifth Third Wealth Advisors
Ohio
$350K -$35.8K -493 -9%
VA
814
Valmark Advisers
Ohio
$350K -$4.14K -57 -1%
SWP
815
Strategic Wealth Partners
Ohio
$347K -$1.1M -15,146 -74%
TC
816
TownSquare Capital
Utah
$344K +$64.4K +886 +20%
BAMCO Inc
817
BAMCO Inc
New York
$342K -$3.02M -41,553 -89%
IFWM
818
Institute for Wealth Management
Colorado
$340K -$6.32K -87 -2%
WCM
819
Weaver Capital Management
Georgia
$338K -$401K -5,525 -52%
KHCM
820
Kirtland Hills Capital Management
Ohio
$338K -$97.8K -1,346 -21%
CIM
821
CIM Investment Management
Pennsylvania
$336K -$10.5K -145 -3%
BG
822
Bahl & Gaynor
Ohio
$336K
GLA
823
Great Lakes Advisors
Illinois
$336K -$19.8K -273 -5%
MFIM
824
Mesirow Financial Investment Management
Illinois
$335K
MFG
825
MidWestOne Financial Group
Iowa
$333K -$1.09K -15 -0.3%

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.