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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
RFA
1201
Register Financial Advisors
Georgia
$10.5K +$9.24K +110 New
RCM
1202
Raleigh Capital Management
North Carolina
$10.5K +$6.72K +80 +267%
PK
1203
Pflug Koory
Nebraska
$10.4K
AGWCA
1204
Annis Gardner Whiting Capital Advisors
Florida
$10K
FMB
1205
Field & Main Bank
Kentucky
$9.55K
CQS
1206
Credential Qtrade Securities
$9.46K -$4.62K -55 -36%
MWM
1207
Mascoma Wealth Management
New Hampshire
$9.08K
IRC
1208
Investors Research Corp
Georgia
$8.98K
M
1209
MOTCO
Texas
$8.98K
OP
1210
ORG Partners
Indiana
$8.86K -$55.5K -661 -88%
AAG
1211
Armstrong Advisory Group
Massachusetts
$8.69K
FMP
1212
Financial Management Professionals
Texas
$8K +$2.35K +28 +52%
SC
1213
Solstein Capital
California
$7.36K
TC
1214
Truvestments Capital
Florida
$7.17K -$16.4K -195 -72%
CAL
1215
Capital Analysts LLC
Pennsylvania
$7K
TH
1216
TCTC Holdings
Texas
$6.69K +$5.88K +70 New
LWANC
1217
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.59K
AW
1218
Avion Wealth
Texas
$6K +$924 +11 +24%
AA
1219
Ancora Advisors
Ohio
$5.97K
CWP
1220
Concord Wealth Partners
Virginia
$5.92K -$18.1K -216 -78%
FP
1221
Financial Perspectives
Minnesota
$5.92K -$5.63K -67 -52%
WWP
1222
WR Wealth Planners
Missouri
$5.92K +$5.21K +62 New
GWSA
1223
Global Wealth Strategies & Associates
Colorado
$5.73K
PP
1224
PFS Partners
New Jersey
$5.73K
CTWM
1225
Cherry Tree Wealth Management
Minnesota
$5.35K +$2.52K +30 +115%

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.