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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
PGAM
1126
Princeton Global Asset Management
New Jersey
$66.9K
GA
1127
GoalVest Advisory
New York
$64.5K +$2.52K +30 +5%
Jones Financial Companies
1128
Jones Financial Companies
Missouri
$63.7K +$24.9K +296 +80%
CA
1129
Continuum Advisory
Idaho
$63.1K +$60.6K +722 New
SNB
1130
Security National Bank
Nebraska
$62.6K
AAP
1131
Arax Advisory Partners
Colorado
$60.7K +$840 +10 +2%
OA
1132
Operose Advisors
Wisconsin
$60.7K -$37.9K -451 -42%
SS
1133
Sunbelt Securities
Texas
$60.1K
BFS
1134
Burkett Financial Services
South Carolina
$57.3K
IRAG
1135
Investment Research & Advisory Group
Georgia
$57.3K
UCB
1136
United Community Bank
South Carolina
$57.3K
AS
1137
AM Squared
Hong Kong
$57.3K +$50.4K +600 New
EWA
1138
EverSource Wealth Advisors
Alabama
$55.2K -$71.1K -846 -56%
TFIPS
1139
Towarzystwo Funduszy Inwestycyjnych PZU SA
$54.5K
CFD
1140
Creative Financial Designs
Indiana
$51.9K +$6.13K +73 +16%
FIM
1141
FWL Investment Management
Texas
$51.6K
NECFA
1142
New England Capital Financial Advisors
Connecticut
$50.5K
JWA
1143
JFS Wealth Advisors
Pennsylvania
$50.4K
Loomis, Sayles & Company
1144
Loomis, Sayles & Company
Massachusetts
$50K -$504 -6 -1%
PP
1145
Pingora Partners
Wyoming
$47.8K
MSFP
1146
Mark Sheptoff Financial Planning
Connecticut
$45.9K
RA
1147
Rise Advisors
New York
$45.6K +$22.3K +265 +125%
FWM
1148
FSA Wealth Management
Massachusetts
$43.5K
JFA
1149
JNBA Financial Advisors
Minnesota
$43K
QL
1150
Quarry LP
New York
$42.8K -$19.7K -235 -34%

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.