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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
CL
851
Choreo LLC
Illinois
$351K +$91.6K +1,165 +38%
AA
852
ALPS Advisors
Colorado
$351K +$333K +4,240 New
CWS
853
Confluence Wealth Services
Pennsylvania
$350K +$15.5K +197 +5%
OAM
854
Oak Asset Management
California
$348K -$943 -12 -0.3%
PP
855
Paloma Partners
Connecticut
$348K +$329K +4,182 +14,421%
ACM
856
Allred Capital Management
Texas
$348K +$79 +1 +0%
GL
857
Graypoint LLC
New York
$347K +$330K +4,199 New
RWB
858
RMR Wealth Builders
New Jersey
$345K -$26.9K -342 -8%
CWM
859
Connecticut Wealth Management
Connecticut
$345K
HPC
860
HM Payson & Co
Maine
$344K -$100K -1,276 -23%
SVWAG
861
Sound View Wealth Advisors Group
Georgia
$343K +$1.18K +15 +0.4%
VA
862
Valmark Advisers
Ohio
$339K -$1.18K -15 -0.4%
SIM
863
Sentry Investment Management
Wisconsin
$338K +$159K +2,028 +98%
SYBT
864
Stock Yards Bank & Trust
Kentucky
$337K +$12.2K +155 +4%
PT
865
Plimoth Trust
Massachusetts
$337K -$12.6K -160 -4%
KPWS
866
Kestra Private Wealth Services
Texas
$335K -$69.6K -885 -18%
LC
867
Lindbrook Capital
California
$335K +$58.3K +742 +22%
BFA
868
Bragg Financial Advisors
North Carolina
$335K
CWM
869
Curi Wealth Management
North Carolina
$334K -$79 -1 -0%
SP
870
Symmetry Partners
Connecticut
$334K -$204K -2,592 -39%
EAM
871
Eventide Asset Management
Massachusetts
$333K +$112K +1,423 +55%
BC
872
Burney Company
Virginia
$332K +$316K +4,018 New
LWMNY
873
Landmark Wealth Management (New York)
New York
$331K
SSB
874
Sandy Spring Bank
Maryland
$328K +$82.2K +1,046 +36%
PWPS
875
Pinnacle Wealth Planning Services
Ohio
$328K +$312K +3,963 New

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.