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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
NPA
826
Nichols & Pratt Advisers
Massachusetts
$333K
LCM
827
Liberty Capital Management
Michigan
$333K
SAM
828
Smartleaf Asset Management
Massachusetts
$332K +$115K +1,576 +46%
SVWAG
829
Sound View Wealth Advisors Group
Georgia
$332K +$66.3K +912 +22%
QCG
830
Quadrant Capital Group
Ohio
$332K -$54.5K -750 -13%
SL
831
Sentinus LLC
Illinois
$331K +$872 +12 +0.2%
PAM
832
Palisade Asset Management
Minnesota
$329K
MF
833
Montis Financial
Massachusetts
$328K +$361K +4,968 New
BCM
834
Brookstone Capital Management
Illinois
$321K -$175K -2,414 -33%
FCP
835
Fidelis Capital Partners
Florida
$321K -$74.7K -1,028 -18%
SBF
836
Sara-Bay Financial
Florida
$320K -$84.4K -1,162 -19%
HBT
837
Hills Bank & Trust
Iowa
$320K
BMC
838
Benin Management Corp
Connecticut
$313K -$25.4K -350 -7%
CI
839
Conning Inc
Connecticut
$313K -$1.89K -26 -0.5%
SHFA
840
SC&H Financial Advisors
Maryland
$312K
ACM
841
Avalon Capital Management
California
$311K -$36.2K -498 -10%
BP
842
Ballentine Partners
Massachusetts
$308K -$48.7K -670 -13%
P
843
&Partners
Tennessee
$308K +$98.2K +1,351 +41%
MWM
844
Meridian Wealth Management
Kentucky
$303K +$334K +4,592 New
NW
845
NewEdge Wealth
Pennsylvania
$303K -$154K -2,114 -32%
PIM
846
Plato Investment Management
Australia
$301K -$273K -3,753 -45%
B
847
Bellecapital
Switzerland
$299K -$151K -2,085 -32%
BFG
848
Bleakley Financial Group
New Jersey
$298K -$155K -2,131 -32%
BBA
849
BLB&B Advisors
Pennsylvania
$298K +$29.1K +400 +10%
PWP
850
Perfromance Wealth Partners
Illinois
$298K +$18K +248 +6%

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.