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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
MCM
1101
MV Capital Management
Maryland
$49.5K +$21.2K +270 +82%
CTA
1102
Colonial Trust Advisors
South Carolina
$49.1K +$236 +3 +0.5%
SS
1103
Sunbelt Securities
Texas
$48.9K +$47.2K +600 New
MWC
1104
MBM Wealth Consultants
Missouri
$48K
NMG
1105
New Millennium Group
Utah
$46.1K -$79 -1 -0.2%
JGIA
1106
Jackson Grant Investment Advisers
Connecticut
$45.3K
BIA
1107
Bell Investment Advisors
California
$45.1K +$7.31K +93 +21%
SAM
1108
Sycomore Asset Management
France
$44K -$31.9K -406 -43%
NECFA
1109
New England Capital Financial Advisors
Connecticut
$43.7K
HCP
1110
Hexagon Capital Partners
Arkansas
$42.4K
FMB
1111
Field & Main Bank
Kentucky
$40.5K -$5.89K -75 -13%
MSFP
1112
Mark Sheptoff Financial Planning
Connecticut
$39.7K
OAJ
1113
Ogorek Anthony Joseph
New York
$39K -$103K -1,305 -73%
JWA
1114
JFS Wealth Advisors
Pennsylvania
$37.7K -$943 -12 -3%
JFA
1115
JNBA Financial Advisors
Minnesota
$37.2K
Loomis, Sayles & Company
1116
Loomis, Sayles & Company
Massachusetts
$37K -$12.3K -157 -26%
HIIFS
1117
Harel Insurance Investments & Financial Services
Israel
$35K
CWM
1118
Compass Wealth Management
Connecticut
$34.3K
MA
1119
MCF Advisors
Kentucky
$34K +$20.8K +264 +180%
FFA
1120
Farther Finance Advisors
California
$33.9K +$5.89K +75 +22%
Jones Financial Companies
1121
Jones Financial Companies
Missouri
$32.7K +$31K +395 New
Point72 Asset Management
1122
Point72 Asset Management
Connecticut
$31.8K +$30.3K +385 New
MWM
1123
Mascoma Wealth Management
New Hampshire
$31.3K
SC
1124
SouthState Corp
Florida
$29.8K
CAC
1125
Core Alternative Capital
Georgia
$29.2K +$13.6K +173 +96%

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.