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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
CIG
951
Cascade Investment Group
Colorado
$208K -$153K -2,105 -40%
FA
952
Forefront Analytics
Pennsylvania
$207K +$228K +3,142 New
PTP
953
Platform Technology Partners
New York
$207K
RCA
954
Resonant Capital Advisors
Wisconsin
$207K +$13.5K +186 +6%
RWP
955
RWA Wealth Partners
Massachusetts
$206K -$185K -2,543 -45%
SWM
956
Seed Wealth Management
Illinois
$206K
LSAG
957
Lake Street Advisors Group
New Hampshire
$205K -$52.5K -722 -19%
CCIA
958
Campbell & Co Investment Adviser
Maryland
$204K +$224K +3,084 New
FFA
959
Farther Finance Advisors
California
$203K -$240K -3,302 -52%
FFM
960
Forum Financial Management
Illinois
$203K +$223K +3,071 New
SFS
961
Stiles Financial Services
Minnesota
$203K -$109K -1,500 -33%
BW
962
Bison Wealth
Georgia
$203K -$40.3K -555 -15%
GCM
963
Graham Capital Management
Connecticut
$202K +$222K +3,061 New
DC
964
Davenport & Co
Virginia
$200K +$220K +3,031 New
TCOV
965
Trust Company of Vermont
Vermont
$199K +$58.2K +801 +36%
VC
966
Vestor Capital
Illinois
$198K +$3.92K +54 +2%
CNBT
967
Cornerstone National Bank & Trust
Illinois
$198K -$27.8K -382 -11%
SOAMC
968
Spirit of America Management Corp
New York
$198K
PTC
969
Private Trust Company
Ohio
$193K +$16.9K +233 +9%
CAL
970
Capital Advisors Ltd
Ohio
$188K -$799 -11 -0.4%
DSC
971
Duncker Streett & Co
Missouri
$185K
HI
972
Harbour Investments
Wisconsin
$182K -$291 -4 -0.1%
EBA
973
Eagle Bay Advisors
New York
$181K -$40K -550 -17%
PMFA
974
Plante Moran Financial Advisors
Michigan
$177K -$8.72K -120 -4%
SIM
975
Sentry Investment Management
Wisconsin
$175K

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.