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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
MA
1001
Mutual Advisors
Nebraska
$213K -$10.3K -131 -5%
C
1002
CEDRUS
Colorado
$213K -$17.7K -225 -8%
BAM
1003
Blueshift Asset Management
New Jersey
$212K +$202K +2,567 New
HI
1004
Harbour Investments
Wisconsin
$212K -$314 -4 -0.2%
MCC
1005
Malaga Cove Capital
California
$208K +$198K +2,517 New
ZIM
1006
Zacks Investment Management
Illinois
$208K -$13.4K -171 -6%
NAM
1007
NorthCrest Asset Manangement
Minnesota
$206K +$196K +2,491 New
GA
1008
Geller Advisors
New York
$206K +$195K +2,485 New
HFS
1009
Hantz Financial Services
Michigan
$205K +$44.8K +570 +30%
FFM
1010
Forum Financial Management
Illinois
$204K +$194K +2,467 New
NFSG
1011
Newbridge Financial Services Group
Florida
$204K -$1.1K -14 -0.6%
DWP
1012
Daymark Wealth Partners
Ohio
$204K +$194K +2,463 New
PWMAG
1013
Pinnacle Wealth Management Advisory Group
New Jersey
$204K +$194K +2,463 New
OFG
1014
Oxford Financial Group
Indiana
$203K +$193K +2,455 New
EFM
1015
E Fund Management
China
$203K +$193K +2,449 New
WG
1016
Welch Group
Alabama
$203K +$193K +2,453 New
MFA
1017
Mayflower Financial Advisors
Massachusetts
$203K +$193K +2,451 New
MHS
1018
M Holdings Securities
Oregon
$201K +$192K +2,439 New
BAM
1019
Belpointe Asset Management
Nevada
$193K +$25K +318 +16%
LPIC
1020
LeJeune Puetz Investment Counsel
Michigan
$189K
CG
1021
Cutler Group
California
$184K -$430K -5,467 -71%
BTI
1022
Blue Trust Inc
Georgia
$183K -$102K -1,293 -34%
CFO
1023
CVA Family Office
Colorado
$181K +$172K +2,191 New
AI
1024
AXS Investments
New York
$179K -$1.18M -14,961 -87%
HI
1025
Hendershot Investments
Virginia
$174K

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.