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Edwards Lifesciences

1,279 hedge funds and large institutions have $46.6B invested in Edwards Lifesciences in 2024 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 436 increasing their positions, 462 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

50% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 106

25% more capital invested

Capital invested by funds: $37.3B → $46.6B (+$9.28B)

3% more funds holding

Funds holding: 1,2441,279 (+35)

10% more call options, than puts

Call options by funds: $431M | Put options by funds: $393M

0.75% more ownership

Funds ownership: 80.51%81.25% (+0.75%)

6% less repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 462

Holders
1,279
Holders Change
+35
Holders Change %
+2.81%
% of All Funds
18.42%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.2%
New
159
Increased
436
Reduced
462
Closed
106
Calls
$431M
Puts
$393M
Net Calls
+$38.1M
Net Calls Change
-$65.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
1026
AMG National Trust Bank
Colorado
$229K +$202K +2,400 New
CNWM
1027
Clay Northam Wealth Management
California
$229K +$202K +2,400 New
MWA
1028
Martel Wealth Advisors
Washington
$229K +$202K +2,400 New
PFA
1029
Pathway Financial Advisors
Vermont
$228K +$201K +2,391 New
NFG
1030
Nadler Financial Group
Illinois
$225K +$198K +2,356 New
HFS
1031
Hantz Financial Services
Michigan
$225K -$5.96K -71 -3%
APP
1032
Avantax Planning Partners
Iowa
$224K +$197K +2,344 New
CG
1033
Corundum Group
Colorado
$222K -$28.8K -343 -13%
TIA
1034
Tiemann Investment Advisors
California
$222K +$195K +2,325 New
WA
1035
Wealth Alliance
New York
$222K +$195K +2,322 New
CB
1036
CNB Bank
Pennsylvania
$221K -$12.8K -152 -6%
KFI
1037
Key Financial Inc
Pennsylvania
$221K -$49.5K -589 -20%
HL
1038
HeadInvest LLC
Maine
$220K +$193K +2,300 New
ATWA
1039
Arbor Trust Wealth Advisors
Michigan
$220K +$202K +2,400 New
FFN
1040
Focus Financial Network
Minnesota
$218K -$18.7K -223 -8%
AIM
1041
Acropolis Investment Management
Missouri
$216K -$50.4K -600 -21%
PIA
1042
Powell Investment Advisors
Florida
$216K +$190K +2,261 New
TPWA
1043
TRUE Private Wealth Advisors
Oregon
$215K +$189K +2,255 New
CA
1044
Commerzbank Aktiengesellschaft
Germany
$215K -$50.7K -604 -21%
QPW
1045
Quantum Private Wealth
Florida
$214K +$188K +2,238 New
Caisse de Depot et Placement du Quebec (CDPQ)
1046
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$212K -$14.4M -171,318 -99%
AFG
1047
Allegheny Financial Group
Pennsylvania
$212K +$187K +2,222 New
NAM
1048
NorthCrest Asset Manangement
Minnesota
$211K +$186K +2,212 New
MSR
1049
Main Street Research
Connecticut
$210K +$185K +2,200 New
GWP
1050
Gen-Wealth Partners
Michigan
$210K +$184K +2,194 New

EW Hedge Fund Activity: Q1 2024 in Review

1,279 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2024, worth a combined $46.6B — up 25% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new EW positions and 106 closed out — a net gain of 53 holders — while 436 added to existing stakes and 462 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $425M. The largest seller was Capital International Investors, cutting an estimated $573M.

  • 1,279 institutional investors held Edwards Lifesciences (EW) as of Q1 2024, up from 1,244 in Q4 2023.
  • Funds reported $46.6B of Edwards Lifesciences stock for Q1 2024, up 25% quarter-over-quarter.
  • 159 funds opened new Edwards Lifesciences positions in Q1 2024 and 106 closed out, a net change of +53 holders.
  • The largest Edwards Lifesciences buyer in Q1 2024 was Winslow Capital Management, an estimated $425M added.
  • The largest Edwards Lifesciences seller in Q1 2024 was Capital International Investors, an estimated $573M sold.

Based on aggregated 13F filings for Q1 2024.