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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
IRAG
1051
Investment Research & Advisory Group
Georgia
$39.6K
PBK
1052
Peoples Bank (Kansas)
Kansas
$39.6K +$43.6K +600 New
HCP
1053
Hexagon Capital Partners
Arkansas
$39.3K -$15.5K -213 -26%
WT
1054
Washington Trust
Rhode Island
$37.9K -$13.2K -182 -24%
TFIPS
1055
Towarzystwo Funduszy Inwestycyjnych PZU SA
$37.6K
NB
1056
NBT Bank
New York
$36K +$39.7K +546 New
Loomis, Sayles & Company
1057
Loomis, Sayles & Company
Massachusetts
$36K +$727 +10 +2%
LI
1058
LRI Investments
Florida
$35.9K +$963K +13,259 +1,902%
FIM
1059
FWL Investment Management
Texas
$35.6K
AWM
1060
Avior Wealth Management
Nebraska
$35K +$22.4K +308 +139%
NECFA
1061
New England Capital Financial Advisors
Connecticut
$34.8K
CFD
1062
Creative Financial Designs
Indiana
$33.6K -$10.2K -141 -22%
MMG
1063
Monetary Management Group
Missouri
$33K -$553K -7,615 -94%
PP
1064
Pingora Partners
Wyoming
$33K
SNB
1065
Security National Bank
Nebraska
$33K
FCM
1066
Fourpath Capital Management
Oklahoma
$32.5K +$35.7K +492 New
MSFP
1067
Mark Sheptoff Financial Planning
Connecticut
$31.7K
RA
1068
Rise Advisors
New York
$31.5K
HWM
1069
Hemington Wealth Management
Virginia
$31K +$34.3K +472 New
FWM
1070
FSA Wealth Management
Massachusetts
$30K +$33.1K +455 New
JFA
1071
JNBA Financial Advisors
Minnesota
$29.7K
ABWM
1072
Alpine Bank Wealth Management
Colorado
$29.7K +$32.7K +450 New
MCM
1073
Manchester Capital Management
Vermont
$28.8K +$14.7K +203 +87%
CSWM
1074
Cassady Schiller Wealth Management
Ohio
$27.7K
WB
1075
Webster Bank
Connecticut
$27.7K

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.