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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
RA
1176
Rise Advisors
New York
$9.93K
AAG
1177
Armstrong Advisory Group
Massachusetts
$9.43K
PK
1178
Pflug Koory
Nebraska
$9.02K
CA
1179
Crewe Advisors
Utah
$8.94K -$9.51K -121 -53%
CWC
1180
Carolinas Wealth Consulting
North Carolina
$8.69K
Simplex Trading
1181
Simplex Trading
Illinois
$8K +$7.86K +100 New
AWM
1182
Abound Wealth Management
Tennessee
$7.86K +$3.46K +44 +86%
IRC
1183
Investors Research Corp
Georgia
$7.78K
M
1184
MOTCO
Texas
$7.78K
AIC
1185
Archer Investment Corporation
Indiana
$7.78K +$7.39K +94 New
LFG
1186
Larson Financial Group
Missouri
$7.53K +$3.54K +45 +98%
VFA
1187
Values First Advisors
Tennessee
$6.97K +$6.6K +84 New
RTL
1188
Red Tortoise LLC
Georgia
$6.7K
PP
1189
Pacifica Partners
Canada
$6.68K
VWM
1190
Venturi Wealth Management
Texas
$6.45K +$6.13K +78 New
SC
1191
Solstein Capital
California
$6.37K
TC
1192
Truvestments Capital
Florida
$6.21K +$5.89K +75 New
CAL
1193
Capital Analysts LLC
Pennsylvania
$6K
MDCM
1194
Morgan Dempsey Capital Management
Wisconsin
$5.96K
BWL
1195
Bogart Wealth LLC
Virginia
$5.87K -$18.8K -239 -77%
LWANC
1196
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.71K
FP
1197
Financial Perspectives
Minnesota
$5.55K
GWSA
1198
Global Wealth Strategies & Associates
Colorado
$4.96K
MCM
1199
Manchester Capital Management
Vermont
$4.96K
WB
1200
Webster Bank
Connecticut
$4.96K

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.