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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
CWP
1126
Concord Wealth Partners
Virginia
$27.1K -$41.9K -533 -62%
SWA
1127
Sutton Wealth Advisors
Florida
$26.5K -$44.1K -561 -64%
CH
1128
Canton Hathaway
Rhode Island
$26K
BCMLT
1129
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.8K
CTB
1130
Country Trust Bank
Illinois
$25.2K
TCA
1131
Trifecta Capital Advisors
Illinois
$24.8K -$6.29K -80 -21%
TFA
1132
Toth Financial Advisory
Virginia
$24.7K +$23.5K +299 New
CP
1133
Castleview Partners
Texas
$24.6K +$23.3K +297 New
HGERS
1134
Householder Group Estate & Retirement Specialist
Arizona
$24K -$707 -9 -3%
FMP
1135
Financial Management Professionals
Texas
$24K +$11.9K +152 +113%
JWM
1136
Janiczek Wealth Management
Colorado
$23.5K
SC
1137
Steph & Co
Wisconsin
$22.2K
WP
1138
WealthPLAN Partners
Nebraska
$21.9K -$545K -6,938 -96%
EWA
1139
EP Wealth Advisors
California
$21.2K +$786K +10,000 New
CUAMC
1140
China Universal Asset Management Company
China
$21.2K
MIM
1141
Manitou Investment Management
Ontario, Canada
$20.4K +$19.4K +247 New
DMBA
1142
Deseret Mutual Benefit Administrators
Utah
$20K
FRA
1143
Front Row Advisors
California
$20K +$18.9K +240 New
CSPAM
1144
Cary Street Partners Asset Management
Virginia
$19.9K
BWS
1145
Buck Wealth Strategies
Colorado
$19.9K +$18.9K +240 New
SVCP
1146
Silicon Valley Capital Partners
California
$19.9K +$18.9K +240 New
TFM
1147
TFC Financial Management
Massachusetts
$19.8K +$16.7K +213 +819%
AP
1148
Arlington Partners
Alabama
$19.6K +$1.89K +24 +11%
ST
1149
Sageworth Trust
Pennsylvania
$18K +$17.1K +217 New
AFS
1150
Annapolis Financial Services
Maryland
$17.2K

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.