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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
QI
826
Qtron Investments
Massachusetts
$390K +$142K +1,802 +62%
RIM
827
RW Investment Management
Idaho
$389K -$23.2K -295 -6%
PWM
828
Perigon Wealth Management
California
$389K +$7.47K +95 +2%
CRWM
829
Castle Rock Wealth Management
California
$388K -$45.7K -582 -12%
TCM
830
Tributary Capital Management
Nebraska
$386K -$7.86K -100 -2%
BBA
831
BLB&B Advisors
Pennsylvania
$384K -$62.6K -796 -15%
LJHT
832
Laurie J. Hall Trustee
$383K -$10.2K -130 -3%
RCA
833
Resonant Capital Advisors
Wisconsin
$380K -$38.9K -495 -10%
DGAM
834
Desjardins Global Asset Management
Quebec, Canada
$377K +$207K +2,631 +136%
FCP
835
Fidelis Capital Partners
Florida
$376K +$333K +4,232 New
FA
836
Fortis Advisors
Pennsylvania
$372K
SACTSONJ
837
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$372K
KIA
838
KCM Investment Advisors
California
$372K -$36.9K -469 -9%
ACP
839
Aviance Capital Partners
Florida
$368K
CHP
840
Cable Hill Partners
Oregon
$365K -$70.7K -899 -17%
WPW
841
Waldron Private Wealth
Pennsylvania
$364K +$18.2K +231 +6%
FP
842
Foundry Partners
Minnesota
$364K
VCP
843
Verus Capital Partners
Arizona
$363K +$236 +3 +0.1%
VFA
844
Valeo Financial Advisors
Indiana
$363K +$123K +1,565 +55%
AFM
845
Andesa Financial Management
Pennsylvania
$362K +$195K +2,479 +83%
CI
846
CX Institutional
Indiana
$361K +$34.1K +434 +11%
CWM
847
Catalyst Wealth Management
Georgia
$359K +$79 +1 +0%
WBC
848
Westpac Banking Corp
Australia
$355K -$4.11M -52,275 -92%
FMLI
849
Fukoku Mutual Life Insurance
Japan
$353K
SIA
850
Schechter Investment Advisors
Michigan
$352K +$15.6K +198 +5%

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.