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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
CA
976
Clearstead Advisors
Ohio
$173K -$128K -1,760 -40%
CTC
977
Central Trust Company
Missouri
$168K -$98.4K -1,355 -35%
PCTC
978
Perkins Coie Trust Company
Washington
$166K
OC
979
Oarsman Capital
Wisconsin
$165K -$168K -2,316 -48%
GJIA
980
Glass Jacobson Investment Advisors
Maryland
$162K +$178K +2,450 New
GRP
981
Global Retirement Partners
California
$153K -$150K -2,060 -47%
KFI
982
Key Financial Inc
Pennsylvania
$153K
AIM
983
Acropolis Investment Management
Missouri
$149K -$218 -3 -0.1%
WI
984
Wintrust Investments
Illinois
$145K -$88.1K -1,212 -35%
HWA
985
Heritage Wealth Advisors
Virginia
$140K +$4K +55 +3%
HI
986
Hendershot Investments
Virginia
$127K
BC
987
Broadwater Capital
Massachusetts
$127K
HFS
988
Hantz Financial Services
Michigan
$122K -$33.2K -457 -20%
AF
989
Advisornet Financial
Minnesota
$121K -$13.9K -192 -9%
AA
990
Alta Advisers
United Kingdom
$119K
CT
991
Clearstead Trust
Maine
$113K
ANBT
992
American National Bank & Trust
Texas
$111K
GAG
993
Goodman Advisory Group
Massachusetts
$111K
SSB
994
Sandy Spring Bank
Maryland
$110K -$5.3K -73 -4%
TC
995
Truvestments Capital
Florida
$109K +$120K +1,648 New
IBOK
996
Independence Bank of Kentucky
Kentucky
$105K +$116K +1,590 New
QC
997
Quent Capital
New York
$100K -$23K -317 -17%
AT
998
Avalon Trust
New Mexico
$99K -$40K -550 -27%
OLVIG
999
Oliver Lagore Vanvalin Investment Group
Michigan
$98.3K
EB
1000
Eastern Bank
Massachusetts
$97.7K +$108K +1,481 New

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.