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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
TCOV
1051
Trust Company of Vermont
Vermont
$210K +$76.8K +914 +71%
JWM
1052
Jeppson Wealth Management
California
$210K +$184K +2,193 New
PWP
1053
Phillips Wealth Planners
Mississippi
$209K +$195K +2,321 New
BAM
1054
Belpointe Asset Management
Nevada
$208K +$183K +2,181 New
CGA
1055
Crescent Grove Advisors
Illinois
$208K +$183K +2,179 New
PI
1056
PGGM Investments
Netherlands
$208K +$182K +2,172 New
KA
1057
Kovack Advisors
Florida
$207K +$182K +2,165 New
RWM
1058
Revisor Wealth Management
Ohio
$206K +$202K +2,400 New
SFG
1059
SevenBridge Financial Group
Pennsylvania
$205K -$72.7K -866 -27%
AC
1060
Apella Capital
Connecticut
$202K +$182K +2,172 New
PCS
1061
Personal CFO Solutions
New Jersey
$201K +$177K +2,108 New
CFP
1062
Catalyst Financial Partners
Massachusetts
$201K +$193K +2,302 New
HI
1063
Hendershot Investments
Virginia
$201K
CWM
1064
Cornerstone Wealth Management
Missouri
$201K +$176K +2,100 New
HWA
1065
Heritage Wealth Advisors
Virginia
$197K
WTC
1066
WhitTier Trust Company
Nevada
$195K +$46.9K +558 +38%
AF
1067
Advisornet Financial
Minnesota
$193K -$7.9K -94 -4%
GRP
1068
Global Retirement Partners
California
$187K +$1.85K +22 +1%
BC
1069
Broadwater Capital
Massachusetts
$183K
CFO
1070
CVA Family Office
Colorado
$180K
Federated Hermes
1071
Federated Hermes
Pennsylvania
$174K -$15K -178 -9%
CAM
1072
Close Asset Management
United Kingdom
$174K
AAG
1073
Accordant Advisory Group
Maryland
$174K +$153K +1,816 New
AA
1074
Alta Advisers
United Kingdom
$172K
CT
1075
Caldwell Trust
Florida
$172K

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.