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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
CJL
1101
Cyrus J. Lawrence
New York
$114K +$101K +1,200 New
WSC
1102
Wellington Shields & Co
New York
$113K
LF
1103
LifeSteps Financial
California
$106K +$93K +1,107 New
PFBT
1104
Parkside Financial Bank & Trust
Missouri
$105K -$2.6K -31 -3%
CB
1105
Community Bank
New York
$91.7K
CCMW
1106
Cypress Capital Management (Wyoming)
Wyoming
$91.3K
AP
1107
Atwood & Palmer
Missouri
$87.2K
ST
1108
Smithfield Trust
Pennsylvania
$86K +$1.09K +13 +1%
BFP
1109
Briaud Financial Planning
Texas
$86K +$75.5K +899 New
CWC
1110
Carolinas Wealth Consulting
North Carolina
$83.8K +$61.7K +735 +518%
PWMG
1111
Prestige Wealth Management Group
New Jersey
$83K
GBT
1112
Grove Bank & Trust
Florida
$82.2K
RFS
1113
Richardson Financial Services
Massachusetts
$80.3K
PB
1114
Pinnacle Bancorp
Nebraska
$79K -$11.1K -132 -14%
ITIM
1115
Indiana Trust & Investment Management
Indiana
$77.9K
CSB
1116
City State Bank
Iowa
$75K
UIA
1117
Ulland Investment Advisors
Minnesota
$75K
JFGIW
1118
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$73.7K
SFCL
1119
Strengthening Families & Communities LLC
Massachusetts
$73K +$64.3K +765 New
WT
1120
Washington Trust
Rhode Island
$70.6K +$924 +11 +2%
SWA
1121
SOA Wealth Advisors
New York
$70.5K -$1.09K -13 -2%
RFG
1122
RFP Financial Group
Georgia
$69.3K +$1.43K +17 +2%
CSWM
1123
Cassady Schiller Wealth Management
Ohio
$68.8K -$31.5K -375 -34%
HCP
1124
Hexagon Capital Partners
Arkansas
$67.2K +$14.8K +176 +33%
BSB
1125
Bangor Savings Bank
Maine
$66.9K -$756 -9 -1%

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.