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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
HWA
901
Heritage Wealth Advisors
Virginia
$300K -$78.9K -1,004 -22%
ACA
902
Aptus Capital Advisors
Alabama
$300K -$29.2K -371 -9%
Kovitz Investment Group Partners
903
Kovitz Investment Group Partners
Illinois
$300K +$285K +3,630 New
WSFS
904
Wilmington Savings Fund Society
Delaware
$296K -$4.17K -53 -1%
IAG
905
Investment Advisory Group
Massachusetts
$296K
DRD
906
Dennis R. Delaney
$295K +$66.4K +845 +31%
STA
907
Summit Trail Advisors
New York
$295K +$51.6K +657 +23%
HI
908
Horizon Investments
North Carolina
$290K -$215K -2,736 -44%
BEAM
909
Baker Ellis Asset Management
Washington
$290K -$63.6K -809 -19%
OC
910
Oakworth Capital
Alabama
$290K
MPI
911
Mairs & Power Inc
Minnesota
$289K +$275K +3,498 New
GHA
912
Granite Harbor Advisors
Texas
$289K -$550 -7 -0.2%
DG
913
DMC Group
Alabama
$288K +$58.6K +746 +27%
CBT
914
CoreFirst Bank & Trust
Kansas
$288K
OCBCO
915
Oversea-Chinese Banking Corp (OCBC)
Singapore
$285K +$50.6K +644 +23%
DI
916
DDFG Inc
California
$285K
C
917
Certuity
Florida
$284K +$270K +3,434 New
EWA
918
EverSource Wealth Advisors
Alabama
$283K +$2.44K +31 +0.9%
WA
919
Waverly Advisors
Alabama
$281K +$19.7K +250 +8%
CNBT
920
Cornerstone National Bank & Trust
Illinois
$280K
ATC
921
Argent Trust Co
Tennessee
$280K +$3.77K +48 +1%
PWS
922
Peterson Wealth Services
Utah
$279K +$1.18K +15 +0.4%
CF
923
Centaurus Financial
California
$271K +$62.6K +797 +32%
CWM
924
Calamos Wealth Management
Illinois
$267K -$487K -6,200 -66%
WAG
925
Winthrop Advisory Group
Massachusetts
$266K +$1.1K +14 +0.4%

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.