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Edwards Lifesciences

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: 1415 (+1)

1% more funds holding

Funds holding: 1,2791,295 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1001
Everhart Financial Group
Ohio
$250K +$240K +2,710 New
AIM
1002
Aurora Investment Managers
Florida
$250K
CGA
1003
Crescent Grove Advisors
Illinois
$250K +$46.5K +525 +24%
PTC
1004
Private Trust Company
Ohio
$249K +$8.94K +101 +4%
GIM
1005
Groesbeck Investment Management
New Jersey
$249K
MFG
1006
Magnus Financial Group
New York
$248K +$886 +10 +0.4%
WW
1007
Westshore Wealth
California
$248K -$1.68K -19 -0.7%
WKSWA
1008
White Knight Strategic Wealth Advisors
New Jersey
$247K -$4.25K -48 -2%
SAI
1009
Systematic Alpha Investments
New Jersey
$247K
T
1010
TOBAM
France
$245K -$136K -1,536 -37%
SIM
1011
Sentry Investment Management
Wisconsin
$245K -$48K -542 -17%
SAMC
1012
Spectrum Asset Management (California)
California
$243K +$233K +2,631 New
BFA
1013
Bill Few Associates
Pennsylvania
$243K +$19.6K +221 +9%
CAM
1014
Cozad Asset Management
Illinois
$242K
ICP
1015
Interchange Capital Partners
Pennsylvania
$241K +$231K +2,607 New
MSS
1016
Mitchell Sinkler & Starr
Pennsylvania
$240K +$248K +2,800 New
ABC
1017
Associated Banc-Corp
Wisconsin
$240K +$1.95K +22 +0.9%
GWP
1018
Gen-Wealth Partners
Michigan
$239K +$35K +395 +18%
BFC
1019
Blue Fin Capital
Rhode Island
$238K +$228K +2,576 New
ISWM
1020
Independent Solutions Wealth Management
New York
$236K +$12K +136 +6%
LCM
1021
LCM Capital Management
Illinois
$235K +$10.9K +123 +5%
CFP
1022
Catalyst Financial Partners
Massachusetts
$234K +$20.5K +232 +10%
PL
1023
Parthenon LLC
Kentucky
$233K
MFG
1024
Mosaic Financial Group
Illinois
$233K +$6.2K +70 +3%
VR
1025
Valued Retirements
Texas
$232K -$13.7K -155 -6%

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.