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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
FFO
1101
Fortitude Family Office
Arizona
$15K -$2.54K -35 -13%
GKIM
1102
GW&K Investment Management
Massachusetts
$15K -$5.74K -79 -26%
JPWM
1103
Jamison Private Wealth Management
Georgia
$14.4K +$6.18K +85 +64%
SHIM
1104
Stone House Investment Management
Pennsylvania
$13.3K
MSG
1105
Main Street Group
Virginia
$13.2K -$581 -8 -4%
MAM
1106
Meeder Asset Management
Ohio
$12.7K +$1.24K +17 +10%
HWP
1107
Highline Wealth Partners
California
$12.7K +$12.3K +169 +704%
SIS
1108
Strategic Investment Solutions
Illinois
$12.7K
FUBT
1109
First United Bank & Trust
Maryland
$11.6K -$505K -6,950 -98%
CFO
1110
CVA Family Office
Colorado
$11.5K -$118K -1,628 -90%
MWA
1111
MFA Wealth Advisors
Pennsylvania
$11.5K +$12.6K +174 New
BFP
1112
Briaud Financial Planning
Texas
$11K -$2.62K -36 -17%
RTL
1113
Red Tortoise LLC
Georgia
$10.2K
TFA
1114
Toth Financial Advisory
Virginia
$9.9K -$1.82K -25 -14%
FDCP
1115
Foster Dykema Cabot & Partners
Massachusetts
$9.63K -$4.07K -56 -28%
CTWM
1116
Cherry Tree Wealth Management
Minnesota
$9.37K
HBW
1117
Hazlett, Burt & Watson
West Virginia
$9K
FIA
1118
FNY Investment Advisers
New York
$9K +$10K +138 New
JFG
1119
JDM Financial Group
Texas
$8.91K
CWC
1120
Carolinas Wealth Consulting
North Carolina
$8.45K -$56.8K -782 -86%
CPA
1121
Capital Performance Advisors
California
$8.38K +$9.23K +127 New
PWA
1122
Provenance Wealth Advisors
Florida
$8.25K
DF
1123
Dunhill Financial
United Kingdom
$8.11K +$4.72K +65 +112%
AssetMark Inc
1124
AssetMark Inc
California
$8.05K -$1.69M -23,286 -99%
FGA
1125
Fortis Group Advisors
New Jersey
$7.92K

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.