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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
SWA
1076
SOA Wealth Advisors
New York
$74K -$550 -7 -0.8%
PWMG
1077
Prestige Wealth Management Group
New Jersey
$72K -$1.49K -19 -2%
PB
1078
Pinnacle Bancorp
Nebraska
$71.1K
Credit Agricole
1079
Credit Agricole
France
$70.7K -$200K -2,543 -75%
IUHSA
1080
Itau Unibanco Holding S.A.
Brazil
$70.1K -$236 -3 -0.4%
FAM
1081
Fred Alger Management
New York
$69.5K -$283K -3,600 -81%
ECG
1082
Edge Capital Group
Georgia
$69.5K +$6.6K +84 +11%
BAAM
1083
Baker Avenue Asset Management
California
$69.2K +$11.4K +145 +21%
ONST
1084
Old North State Trust
North Carolina
$69K
EBA
1085
Eagle Bay Advisors
New York
$66.3K
VWM
1086
Valley Wealth Managers
New Jersey
$66.2K -$174K -2,216 -73%
QL
1087
Quarry LP
New York
$65.9K +$36.9K +470 +144%
JFGIW
1088
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$65.2K +$12.7K +161 +26%
CSB
1089
City State Bank
Iowa
$65K
UIA
1090
Ulland Investment Advisors
Minnesota
$65K
ZB
1091
Zions Bancorporation
Utah
$60.3K -$1.18K -15 -2%
BSB
1092
Bangor Savings Bank
Maine
$58.7K
WT
1093
Washington Trust
Rhode Island
$58.2K +$472 +6 +0.9%
PGAM
1094
Princeton Global Asset Management
New Jersey
$57.9K
BCFD
1095
Boit C.F. David
$56.2K
GEA
1096
Glen Eagle Advisors
New Jersey
$55.2K
WSC
1097
Wellington Shields & Co
New York
$54.4K
TF
1098
TimeScale Financial
Massachusetts
$51.6K
FNBOSM
1099
First National Bank of South Miami
Florida
$49.6K
IRAG
1100
Investment Research & Advisory Group
Georgia
$49.6K

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.