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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
KI
1276
Kula Investments
Illinois
-$1.06M -14,177 Closed
VLKIM
1277
Van Lanschot Kempen Investment Management
Netherlands
-$980K -13,132 Closed
CM
1278
Capula Management
Cayman Islands
-$964K -12,920 Closed
GCM
1279
Graham Capital Management
Connecticut
-$950K -12,732 Closed
I
1280
InceptionR
California
-$828K -11,100 Closed
MFGM
1281
Marshall Financial Group (Maryland)
Maryland
-$771K -10,338 Closed
ECM
1282
ExodusPoint Capital Management
New York
-$728K -9,762 Closed
Wolverine Trading
1283
Wolverine Trading
Illinois
-$738K -9,395 Closed
PP
1284
PDT Partners
New York
-$671K -8,994 Closed
PAM
1285
Premier Asset Management
Illinois
-$669K -8,960 Closed
VCA
1286
Verdence Capital Advisors
Maryland
-$661K -8,854 Closed
GWA
1287
GGM Wealth Advisors
Maryland
-$673K -8,740 Closed
OQS
1288
Occudo Quantitative Strategies
Florida
-$620K -8,313 Closed
XT
1289
XTX Topco
Cayman Islands
-$611K -8,194 Closed
CCM
1290
CAAS Capital Management
New York
-$550K -7,000 Closed
NW
1291
NewEdge Wealth
Pennsylvania
-$518K -6,941 Closed
GCP
1292
GSA Capital Partners
United Kingdom
-$468K -6,279 Closed
APW
1293
Atlantic Private Wealth
North Carolina
-$441K -5,910 Closed
SCI
1294
Stableford Capital II
Arizona
-$365K -4,786 Closed
SMH
1295
Sanders Morris Harris
Texas
-$345K -4,620 Closed
BHC
1296
Bowen Hanes & Co
Florida
-$339K -4,550 Closed
CIA
1297
Capital Investment Advisors
Georgia
-$339K -4,543 Closed
PTC
1298
Petrus Trust Company
Texas
-$329K -4,413 Closed
ESCM
1299
Echo Street Capital Management
New York
-$314K -4,205 Closed
VF
1300
Virtu Financial
New York
-$288K -3,861 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.