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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
SOW
1026
State of Wyoming
Wyoming
$152K -$65K -827 -31%
AF
1027
Advisornet Financial
Minnesota
$152K +$14.8K +188 +11%
CAM
1028
Close Asset Management
United Kingdom
$151K
CAL
1029
Capital Advisors Ltd
Ohio
$149K -$87.3K -1,110 -38%
AA
1030
Alta Advisers
United Kingdom
$149K
CT
1031
Caldwell Trust
Florida
$149K
NHT
1032
New Hampshire Trust
New Hampshire
$142K
OLVIG
1033
Oliver Lagore Vanvalin Investment Group
Michigan
$141K
ANBT
1034
American National Bank & Trust
Texas
$140K -$2.99K -38 -2%
GAG
1035
Goodman Advisory Group
Massachusetts
$139K
CT
1036
Cambridge Trust
Massachusetts
$138K -$47.8K -608 -27%
TWM
1037
Tradition Wealth Management
Minnesota
$135K +$11.9K +151 +10%
YDMI
1038
Y.D. More Investments
Israel
$132K +$18.6K +237 +17%
C
1039
Covestor
United Kingdom
$129K +$11.9K +151 +11%
WTC
1040
WhitTier Trust Company
Nevada
$127K +$31K +395 +35%
PFPT
1041
Pinnacle Financial Partners (Tennessee)
Tennessee
$127K
QC
1042
Quent Capital
New York
$126K +$12.6K +160 +12%
OCM
1043
Orion Capital Management
California
$126K +$113K +1,443 +1,781%
AA
1044
Addison Advisors
Vermont
$124K +$85.8K +1,092 +270%
ME
1045
McIlrath & Eck
Washington
$123K -$3.93K -50 -3%
CAM
1046
Chesapeake Asset Management
New York
$121K +$115K +1,461 New
GWS
1047
Glassman Wealth Services
Virginia
$120K +$16.5K +210 +17%
HCM
1048
Hollencrest Capital Management
California
$118K +$99.1K +1,261 +746%
PO
1049
Private Ocean
California
$118K
CCA
1050
Column Capital Advisors
Indiana
$118K

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.