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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
C
1001
Covestor
United Kingdom
$96K -$3.2K -44 -3%
BGA
1002
Battery Global Advisors
Massachusetts
$94.6K +$104K +1,434 New
PAG
1003
Paladin Advisory Group
Iowa
$89.5K
FFC
1004
First Financial Corp
Indiana
$89.2K -$5.81K -80 -6%
JFGIW
1005
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$86.5K -$17K -234 -15%
TIM
1006
Tortoise Investment Management
New York
$86.2K
GJWM
1007
Gilliland Jeter Wealth Management
Arkansas
$85K -$272K -3,750 -74%
FFA
1008
Frazier Financial Advisors
Ohio
$83.9K
ME
1009
McIlrath & Eck
Washington
$80.5K -$7.63K -105 -8%
PPA
1010
Painted Porch Advisors
California
$80K
WIM
1011
Westside Investment Management
California
$79.2K
KSB
1012
Kennebec Savings Bank
Maine
$79.2K +$87.2K +1,200 New
CJL
1013
Cyrus J. Lawrence
New York
$79K
WSC
1014
Wellington Shields & Co
New York
$75.9K
GM
1015
GeoWealth Management
Illinois
$75.6K +$83.3K +1,146 New
OP
1016
ORG Partners
Indiana
$75.4K -$1.16K -16 -1%
AS
1017
AM Squared
Hong Kong
$72.6K +$79.9K +1,100 New
PFBT
1018
Parkside Financial Bank & Trust
Missouri
$72.1K -$7.92K -109 -9%
EWA
1019
EverSource Wealth Advisors
Alabama
$67.4K +$6.54K +90 +10%
BBHC
1020
Brown Brothers Harriman & Co
New York
$66.4K +$3.34K +46 +5%
PHK
1021
Point72 Hong Kong
Hong Kong
$66.3K +$73K +1,005 New
LFASL
1022
Lugano Financial Advisors SA (LFA)
Switzerland
$66K
CB
1023
CNB Bank
Pennsylvania
$65.1K -$77.8K -1,071 -52%
AAP
1024
Arax Advisory Partners
Colorado
$64.5K +$7.19K +99 +11%
PWMG
1025
Prestige Wealth Management Group
New Jersey
$63.4K +$6.68K +92 +11%

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.