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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
SOAMC
951
Spirit of America Management Corp
New York
$248K
EFMC
952
Empire Financial Management Company
New York
$248K +$236K +3,000 New
MJRIC
953
Mogy Joel R Investment Counsel
California
$246K
KP
954
Keel Point
Alabama
$245K +$8.41K +107 +4%
ECM
955
Evergreen Capital Management
Washington
$242K +$230K +2,931 New
CCFCSB
956
Cape Cod Five Cents Savings Bank
Massachusetts
$242K -$1.97K -25 -0.8%
FFN
957
Focus Financial Network
Minnesota
$242K
PMFA
958
Plante Moran Financial Advisors
Michigan
$240K -$79 -1 -0%
KFI
959
Key Financial Inc
Pennsylvania
$240K
AIM
960
Acropolis Investment Management
Missouri
$237K
RWM
961
Ritholtz Wealth Management
New York
$237K +$225K +2,860 New
AAS
962
Ameritas Advisory Services
Nebraska
$237K -$157K -1,998 -42%
AWA
963
Aaron Wealth Advisors
Illinois
$236K +$225K +2,857 New
SC
964
Schulhoff & Co
Ohio
$236K
ATPW
965
Ashton Thomas Private Wealth
Arizona
$236K +$12.8K +163 +6%
DC
966
Davenport & Co
Virginia
$236K -$44.6K -567 -17%
WA
967
Wealth Alliance
New York
$235K +$223K +2,841 New
AWAU
968
Alliance Wealth Advisors (Utah)
Utah
$234K
BJL
969
Brighton Jones LLC
Washington
$233K +$221K +2,814 New
DSC
970
Duncker Streett & Co
Missouri
$232K
MSS
971
Mitchell Sinkler & Starr
Pennsylvania
$232K
SFG
972
SevenBridge Financial Group
Pennsylvania
$232K +$220K +2,800 New
WW
973
Westshore Wealth
California
$232K +$220K +2,799 New
GVAG
974
Great Valley Advisor Group
Delaware
$231K -$2.36K -30 -1%
BC
975
Brookfield Corp
Ontario, Canada
$231K +$220K +2,797 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.