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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
SACTSONJ
851
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$297K
VFA
852
Valeo Financial Advisors
Indiana
$296K -$47K -647 -13%
FCI
853
Financial Counselors Inc
Kansas
$295K -$27.9K -384 -8%
FA
854
Fagan Associates
New York
$295K
CGL
855
Clarius Group LLC
Washington
$295K -$7.85K -108 -2%
GHA
856
Granite Harbor Advisors
Texas
$295K +$33.6K +463 +12%
CC
857
Centiva Capital
New York
$295K +$325K +4,469 New
BAM
858
Blueshift Asset Management
New Jersey
$294K +$324K +4,457 New
VI
859
Versor Investments
New York
$294K +$164K +2,255 +103%
LFG
860
Larson Financial Group
Missouri
$290K +$212K +2,923 +199%
ZIC
861
ZWJ Investment Counsel
Georgia
$288K
PWS
862
Peterson Wealth Services
Utah
$286K +$51.4K +708 +20%
GFP
863
Gryphon Financial Partners
Ohio
$285K -$26.5K -365 -8%
RIM
864
RW Investment Management
Idaho
$284K
VCP
865
Verus Capital Partners
Arizona
$284K
PPWP
866
Premier Path Wealth Partners
New Jersey
$282K -$91.3K -1,256 -23%
MFG
867
Merit Financial Group
Georgia
$281K -$30.7K -423 -9%
CCA
868
Checchi Capital Advisers
California
$279K -$181K -2,488 -37%
AIA
869
Angeles Investment Advisors
California
$279K -$37.6K -517 -11%
CIC
870
Carnegie Investment Counsel
Ohio
$278K -$102K -1,400 -25%
AAS
871
Annex Advisory Services
Wisconsin
$277K
RWB
872
RMR Wealth Builders
New Jersey
$277K +$1.96K +27 +0.6%
RCA
873
Roberts Capital Advisors
Colorado
$277K
TW
874
TritonPoint Wealth
Maryland
$274K -$16.3K -225 -5%
SWM
875
SeaCrest Wealth Management
New York
$273K +$799 +11 +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.