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Edwards Lifesciences
EW

1,295 hedge funds and large institutions have $45.6B invested in Edwards Lifesciences in 2024 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 463 increasing their positions, 465 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 90

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

1% more funds holding

Funds holding: 1,279 → 1,295 (+16)

0.67% more ownership

Funds ownership: 81.25% → 81.93% (+0.67%)

0% less repeat investments, than reductions

Existing positions increased: 463 | Existing positions reduced: 465

2% less capital invested

Capital invested by funds: $46.6B → $45.6B (-$1.03B)

7% less call options, than puts

Call options by funds: $276M | Put options by funds: $297M

Holders
1,295
Holders Change
+16
Holders Change %
+1.25%
% of All Funds
18.7%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
122
Increased
463
Reduced
465
Closed
90
Calls
$276M
Puts
$297M
Net Calls
-$21M
Net Calls Change
-$59.1M

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$348M
2
SFFS
Stonehage Fleming Financial Services
Jersey
+$204M
3
UBS AM
UBS AM
Illinois
+$137M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$122M
5
Swedbank
Swedbank
Sweden
+$109M

Top Sellers

Rank Fund Capital Flow
1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$224M
2
Citadel Advisors
Citadel Advisors
Florida
-$179M
3
BlackRock
BlackRock
New York
-$128M
4
JP Morgan Chase
JP Morgan Chase
New York
-$81.7M
5
State Street
State Street
Massachusetts
-$67.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
951
Purus Wealth Management
California
$297K +$14.2K +160 +5%
HFM
952
Harvest Fund Management
China
$294K -$738K -8,334 -72%
NC
953
NovaPoint Capital
Georgia
$293K – – –
SSWM
954
Strait & Sound Wealth Management
California
$290K -$60.3K -681 -18%
IAG
955
Investment Advisory Group
Massachusetts
$290K +$266 +3 +0.1%
PTP
956
Platform Technology Partners
New York
$290K +$278K +3,138 New
SWM
957
Seed Wealth Management
Illinois
$288K – – –
PFS
958
Prospera Financial Services
Texas
$284K +$14K +158 +5%
ILI
959
Invesco LLC (Illinois)
Illinois
$281K +$18.3K +207 +7%
BPFA
960
Barnes Pettey Financial Advisors
Mississippi
$280K – – –
CBT
961
Central Bank & Trust
Kentucky
$279K – – –
BCM
962
Bourgeon Capital Management
Connecticut
$278K +$354 +4 +0.1%
EFMC
963
Empire Financial Management Company
New York
$277K – – –
SOAMC
964
Spirit of America Management Corp
New York
$277K – – –
EWM
965
Evercore Wealth Management
New York
$276K -$36.7K -414 -12%
PI
966
PFG Investments
New York
$275K -$1.77K -20 -0.7%
Capstone Investment Advisors
967
Capstone Investment Advisors
New York
$274K -$150K -1,696 -36%
WA
968
Wealth Architects
California
$274K +$797 +9 +0.3%
JWCA
969
J.W. Cole Advisors
Florida
$273K +$18.1K +204 +7%
WPW
970
Waldron Private Wealth
Pennsylvania
$272K -$39K -440 -13%
RCA
971
Resonant Capital Advisors
Wisconsin
$272K +$17.6K +199 +7%
VC
972
Vestor Capital
Illinois
$272K – – –
AC
973
Avestar Capital
New York
$272K +$37.5K +423 +17%
SW
974
SteelPeak Wealth
California
$271K +$17.6K +199 +7%
IAA
975
Independent Advisor Alliance
North Carolina
$271K +$260K +2,931 New
37 38
39
40 41

EW Hedge Fund Activity: Q2 2024 in Review

1,295 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2024, worth a combined $45.6B — down 2.2% from $46.6B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new EW positions and 90 closed out — a net gain of 32 holders — while 463 added to existing stakes and 465 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $348M. The largest seller was Point72 Asset Management, cutting an estimated $224M.

  • 1,295 institutional investors held Edwards Lifesciences (EW) as of Q2 2024, up from 1,279 in Q1 2024.
  • Funds reported $45.6B of Edwards Lifesciences stock for Q2 2024, down 2.2% quarter-over-quarter.
  • 122 funds opened new Edwards Lifesciences positions in Q2 2024 and 90 closed out, a net change of +32 holders.
  • The largest Edwards Lifesciences buyer in Q2 2024 was AllianceBernstein, an estimated $348M added.
  • The largest Edwards Lifesciences seller in Q2 2024 was Point72 Asset Management, an estimated $224M sold.

Based on aggregated 13F filings for Q2 2024.