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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
NED
976
Nancy E. Dempze
$230K +$219K +2,785 New
CMI
977
Clare Market Investments
Texas
$228K
SW
978
SteelPeak Wealth
California
$227K
AL
979
Aspiriant LLC
California
$227K
SAMC
980
Spectrum Asset Management (California)
California
$226K
OTPPB
981
Ontario Teachers' Pension Plan Board
Ontario, Canada
$225K +$214K +2,719 New
AIM
982
Aurora Investment Managers
Florida
$224K
MFG
983
Magnus Financial Group
New York
$224K -$5.27K -67 -2%
FANJ
984
Financial Architects (New Jersey)
New Jersey
$223K -$15.2K -193 -7%
GIM
985
Groesbeck Investment Management
New Jersey
$223K
AT
986
Avalon Trust
New Mexico
$223K +$211K +2,690 New
SG
987
StoneX Group
New York
$222K +$211K +2,689 New
CTC
988
Central Trust Company
Missouri
$221K -$1.89K -24 -0.9%
RBFC
989
Roman Butler Fullerton & Co
Missouri
$221K +$198K +2,520 New
SAI
990
Systematic Alpha Investments
New Jersey
$221K +$210K +2,670 New
EF
991
Empowered Funds
Pennsylvania
$220K +$209K +2,665 New
JDR
992
Jay D. Rosenbaum
$220K -$20K -255 -9%
MPAM
993
Murphy Pohlad Asset Management
Minnesota
$220K +$209K +2,664 New
QPW
994
Quantum Private Wealth
Florida
$219K +$209K +2,653 New
WPC
995
Wedmont Private Capital
Pennsylvania
$217K +$206K +2,626 New
AC
996
Allstate Corporation
Illinois
$217K -$1.39M -17,681 -87%
CAM
997
Cozad Asset Management
Illinois
$216K +$206K +2,616 New
CCWM
998
Cassaday & Co Wealth Management
Virginia
$214K +$203K +2,586 New
WMA
999
Wealth Management Associates
New Jersey
$213K +$203K +2,579 New
ABC
1000
Associated Banc-Corp
Wisconsin
$213K +$202K +2,571 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.