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Edwards Lifesciences

1,295 hedge funds and large institutions have $45.6B invested in Edwards Lifesciences in 2024 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 463 increasing their positions, 465 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 90

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1% more funds holding

Funds holding: 1,2791,295 (+16)

0.67% more ownership

Funds ownership: 81.25%81.93% (+0.67%)

0% less repeat investments, than reductions

Existing positions increased: 463 | Existing positions reduced: 465

2% less capital invested

Capital invested by funds: $46.6B → $45.6B (-$1.03B)

7% less call options, than puts

Call options by funds: $276M | Put options by funds: $297M

Holders
1,295
Holders Change
+16
Holders Change %
+1.25%
% of All Funds
18.7%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
122
Increased
463
Reduced
465
Closed
90
Calls
$276M
Puts
$297M
Net Calls
-$21M
Net Calls Change
-$59.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RTL
1201
Red Tortoise LLC
Georgia
$14.3K
DP
1202
Denver PWM
Colorado
$13.9K +$13.3K +150 New
CPG
1203
Cornerstone Planning Group
New Jersey
$13.6K +$19.8K +224 New
AIC
1204
Archer Investment Corporation
Indiana
$13.4K -$4.16K -47 -24%
AFWM
1205
Abich Financial Wealth Management
Virginia
$13.1K
CTWM
1206
Cherry Tree Wealth Management
Minnesota
$13.1K +$7.62K +86 +154%
HBW
1207
Hazlett, Burt & Watson
West Virginia
$13K
NFSG
1208
Newbridge Financial Services Group
Florida
$12.5K -$24.3K -274 -67%
JFG
1209
JDM Financial Group
Texas
$12.5K
JPWM
1210
Jamison Private Wealth Management
Georgia
$12.3K -$1.33K -15 -10%
SIS
1211
Strategic Investment Solutions
Illinois
$12.1K +$17K +192 New
RCM
1212
Raleigh Capital Management
North Carolina
$11.8K +$1.59K +18 +16%
CPG
1213
Custom Portfolio Group
Colorado
$11.6K
PWA
1214
Provenance Wealth Advisors
Florida
$11.5K
FGA
1215
Fortis Group Advisors
New Jersey
$11.1K
WAS
1216
Winch Advisory Services
Wisconsin
$11.1K
CP
1217
Camelot Portfolios
Ohio
$11.1K +$10.6K +120 New
AWM
1218
Abound Wealth Management
Tennessee
$10.7K
TSMHT
1219
Thurston Springer Miller Herd & Titak
Indiana
$10.5K +$10.1K +114 New
RFA
1220
Register Financial Advisors
Georgia
$10.2K
CB
1221
Chris Bulman
California
$10.1K +$9.65K +109 New
NS
1222
NBC Securities
Alabama
$10K -$89 -1 -0.8%
AGWCA
1223
Annis Gardner Whiting Capital Advisors
Florida
$9.7K
FMB
1224
Field & Main Bank
Kentucky
$9.24K
CAM
1225
Close Asset Management
United Kingdom
$9K -$152K -1,722 -95%

EW Hedge Fund Activity: Q2 2024 in Review

1,295 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2024, worth a combined $45.6B — down 2.2% from $46.6B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new EW positions and 90 closed out — a net gain of 32 holders — while 463 added to existing stakes and 465 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $348M. The largest seller was Point72 Asset Management, cutting an estimated $224M.

  • 1,295 institutional investors held Edwards Lifesciences (EW) as of Q2 2024, up from 1,279 in Q1 2024.
  • Funds reported $45.6B of Edwards Lifesciences stock for Q2 2024, down 2.2% quarter-over-quarter.
  • 122 funds opened new Edwards Lifesciences positions in Q2 2024 and 90 closed out, a net change of +32 holders.
  • The largest Edwards Lifesciences buyer in Q2 2024 was AllianceBernstein, an estimated $348M added.
  • The largest Edwards Lifesciences seller in Q2 2024 was Point72 Asset Management, an estimated $224M sold.

Based on aggregated 13F filings for Q2 2024.