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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
PCM
901
Parsons Capital Management
Rhode Island
$249K
CAAS
902
Capital Asset Advisory Services
Michigan
$248K -$7.56K -104 -3%
FNT
903
First National Trust
Pennsylvania
$247K -$31.1K -428 -10%
LC
904
Lindbrook Capital
California
$245K -$27.5K -378 -9%
MM
905
MQS Management
New York
$245K +$269K +3,708 New
OAM
906
Oak Asset Management
California
$244K
TWM
907
Trueblood Wealth Management
Ohio
$244K +$945 +13 +0.4%
FI
908
Financial Insights
Washington
$243K -$266K -3,664 -50%
AP
909
Appleton Partners
Massachusetts
$243K -$118K -1,630 -31%
SW
910
SteelPeak Wealth
California
$242K +$53.2K +732 +25%
MCM
911
Maple Capital Management
Vermont
$240K +$4.21K +58 +2%
LCM
912
Logan Capital Management
Pennsylvania
$239K
BFA
913
Bragg Financial Advisors
North Carolina
$238K -$31.8K -438 -11%
SCM
914
Shelton Capital Management
Colorado
$237K
MC
915
Middleton & Co
Massachusetts
$237K
SB
916
Simmons Bank
Arkansas
$237K -$2.59M -35,633 -91%
EFM
917
E Fund Management
China
$236K +$49.5K +681 +24%
CF
918
Clarity Financial
Texas
$234K +$258K +3,550 New
GA
919
Geller Advisors
New York
$234K +$16.9K +233 +7%
VT
920
Vise Technologies
New York
$231K -$228K -3,138 -47%
IA
921
IFP Advisors
Florida
$231K -$101K -1,384 -28%
BMM
922
Buffington Mohr McNeal
Idaho
$231K -$235K -3,234 -48%
OC
923
Oakworth Capital
Alabama
$231K
ILI
924
Invesco LLC (Illinois)
Illinois
$229K +$31.2K +430 +14%
First Manhattan
925
First Manhattan
New York
$229K -$145 -2 -0.1%

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.