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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
CB
926
Cadence Bank
Mississippi
$265K
TIMH
927
Tilt Investment Management Holdings
New York
$264K +$32.9K +419 +15%
EWM
928
Evercore Wealth Management
New York
$264K -$6.05K -77 -2%
GWM
929
Gitterman Wealth Management
New Jersey
$262K +$249K +3,169 New
TW
930
Transform Wealth
Colorado
$260K -$158K -2,006 -39%
BL
931
Balentine LLC
Georgia
$260K +$247K +3,144 New
WA
932
Wealth Architects
California
$260K +$4.48K +57 +2%
PTP
933
Platform Technology Partners
New York
$260K
MCM
934
Maple Capital Management
Vermont
$259K +$26.1K +332 +12%
PWAG
935
Polaris Wealth Advisory Group
California
$258K
SWM
936
Seed Wealth Management
Illinois
$258K
MA
937
Mezzasalma Advisors
New Jersey
$257K
AWM
938
Act Wealth Management
Texas
$256K
BFA
939
Bill Few Associates
Pennsylvania
$254K
TA
940
TFB Advisors
Kansas
$254K -$19.1K -243 -7%
JWCA
941
J.W. Cole Advisors
Florida
$252K -$6.76K -86 -3%
BPFA
942
Barnes Pettey Financial Advisors
Mississippi
$251K +$239K +3,035 New
BG
943
Bahl & Gaynor
Ohio
$251K -$26.3K -335 -10%
CFFP
944
Center for Financial Planning
Michigan
$251K
PWM
945
Purus Wealth Management
California
$250K +$3.14K +40 +1%
WMP
946
Wealth Management Partners
Arizona
$250K +$1.73K +22 +0.7%
WKSWA
947
White Knight Strategic Wealth Advisors
New Jersey
$250K
ISWM
948
Independent Solutions Wealth Management
New York
$250K -$12.1K -154 -5%
AWP
949
Ascent Wealth Partners
New York
$249K -$1.89K -24 -0.8%
MIM
950
Merrion Investment Management
New Jersey
$248K -$157K -2,000 -40%

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.