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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
HWP
1226
Highline Wealth Partners
California
$1.74K
SC
1227
Schubert & Co
Texas
$1.57K +$472 +6 +46%
AWM
1228
Accel Wealth Management
Iowa
$1.24K
MFT
1229
Moisand Fitzgerald Tamayo
Florida
$1.24K +$1.18K +15 New
AW
1230
Avion Wealth
Texas
$1K
TAIM
1231
TD Ameritrade Investment Management
Nebraska
$1K
TSW
1232
Thompson Siegel & Walmsley
Virginia
$1K
BAM
1233
Byrne Asset Management
New Jersey
$1K +$1.34K +17 New
KFS
1234
Kelly Financial Services
Massachusetts
$993 -$943 -12 -50%
ECM
1235
Everence Capital Management
Indiana
$950
DI
1236
Disciplined Investments
Oklahoma
$827 +$236 +3 +43%
Capstone Investment Advisors
1237
Capstone Investment Advisors
New York
$745 -$722K -9,179 -100%
TWD
1238
True Wealth Design
Ohio
$745 +$393 +5 +125%
CSC
1239
Caldwell Sutter Capital
California
$745 +$707 +9 New
WA
1240
WestEnd Advisors
North Carolina
$662 -$550 -7 Closed
2L
1241
25 LLC
Missouri
$535 +$472 +6 New
GFPC
1242
Global Financial Private Client
Florida
$493
TAM
1243
Tucker Asset Management
Colorado
$248 -$472 -6 -67%
MAM
1244
Meeder Asset Management
Ohio
$248
FGAM
1245
Financial Gravity Asset Management
Texas
$202 +$6.52K +83 New
SFCL
1246
Strengthening Families & Communities LLC
Massachusetts
$10 +$9.9K +126 New
Schroder Investment Management Group
1247
Schroder Investment Management Group
United Kingdom
-$38.8M -519,916 Closed
ERSOT
1248
Employees Retirement System of Texas
Texas
-$31M -416,000 Closed
B
1249
Braidwell
Connecticut
-$17.6M -235,319 Closed
QC
1250
Quadrature Capital
United Kingdom
-$17.2M -229,911 Closed

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.