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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
HDIM
1151
Hanson & Doremus Investment Management
Vermont
$17K +$15.9K +202 New
FCA
1152
Fortis Capital Advisors
Kansas
$16.8K
SHIM
1153
Stone House Investment Management
Pennsylvania
$16.6K +$15.8K +201 New
SFG
1154
Steward Financial Group
Texas
$16K +$15.7K +200 New
SIS
1155
Strategic Investment Solutions
Illinois
$15.9K +$15.1K +192 New
CT
1156
Colonial Trust
South Carolina
$15.7K +$10.8K +137 +258%
OA
1157
Operose Advisors
Wisconsin
$15.1K
GA
1158
GoalVest Advisory
New York
$14.9K
GI
1159
Gradient Investments
Minnesota
$14.9K
TFP
1160
Tilia Fiduciary Partners
North Carolina
$14.9K
CFD
1161
Creative Financial Designs
Indiana
$13.8K +$13.1K +167 New
UCB
1162
United Community Bank
South Carolina
$13.7K
AAP
1163
Arax Advisory Partners
Colorado
$12.8K -$629 -8 -5%
FMTCOCP
1164
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K
MHR
1165
Matthew Hamilton Rosenberg
$12K
FWM
1166
Focused Wealth Management
New York
$11.9K
CB
1167
Centennial Bank
Arkansas
$11.7K +$8.33K +106 +95%
RA
1168
Rational Advisors
New York
$11.6K
JFG
1169
JDM Financial Group
Texas
$11.2K
Commonwealth Equity Services
1170
Commonwealth Equity Services
Massachusetts
$11.1K +$997K +12,683 +10%
HB
1171
Horizon Bancorp
Indiana
$11K -$5.42K -69 -35%
CQS
1172
Credential Qtrade Securities
$10.4K +$9.9K +126 New
EAM
1173
Eukles Asset Management
Ohio
$10.3K
GFWA
1174
Grey Fox Wealth Advisors
Delaware
$10.2K
WAS
1175
Winch Advisory Services
Wisconsin
$10K

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.