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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
PAG
1051
Paladin Advisory Group
Iowa
$112K +$107K +1,356 New
IFAM
1052
Institutional & Family Asset Management
Colorado
$112K
TCOV
1053
Trust Company of Vermont
Vermont
$111K -$8.8K -112 -8%
TWA
1054
TCI Wealth Advisors
Arizona
$110K +$3.54K +45 +3%
BBHC
1055
Brown Brothers Harriman & Co
New York
$110K +$24.8K +315 +31%
HBW
1056
Hazlett, Burt & Watson
West Virginia
$103K
VNA
1057
Valley National Advisers
Pennsylvania
$103K +$1.02K +13 +1%
SSG
1058
Summit Securities Group
New York
$100K -$271K -3,443 -74%
KTC
1059
Kistler-Tiffany Companies
Pennsylvania
$99.3K
TH
1060
TCTC Holdings
Texas
$99.3K
WIM
1061
Westside Investment Management
California
$99.3K
CJL
1062
Cyrus J. Lawrence
New York
$99K
AIP
1063
Ahrens Investment Partners
Louisiana
$97.3K +$92.4K +1,176 New
LD
1064
Lipe & Dalton
New York
$95K -$126K -1,600 -58%
PFBT
1065
Parkside Financial Bank & Trust
Missouri
$94.6K +$7.78K +99 +9%
MIA
1066
Milestone Investment Advisors
Wisconsin
$94.6K +$89.8K +1,143 New
CSWM
1067
Cassady Schiller Wealth Management
Ohio
$90.6K
NIC
1068
Northwest Investment Counselors
Oregon
$83.5K -$10.3K -131 -11%
CB
1069
Community Bank
New York
$82.9K
FFC
1070
First Financial Corp
Indiana
$81.5K
ST
1071
Smithfield Trust
Pennsylvania
$80K
CCMW
1072
Cypress Capital Management (Wyoming)
Wyoming
$79K
GBT
1073
Grove Bank & Trust
Florida
$78.3K +$4.17K +53 +6%
LS
1074
Livforsakringsbolaget Skandia
Sweden
$77.7K
AP
1075
Atwood & Palmer
Missouri
$75.5K

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.