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Edwards Lifesciences

1,193 hedge funds and large institutions have $31.9B invested in Edwards Lifesciences in 2024 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 370 increasing their positions, 499 reducing their positions, and 227 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $733M | Put options by funds: $296M

1.85% less ownership

Funds ownership: 81.93%80.08% (-1.9%)

8% less funds holding

Funds holding: 1,2951,193 (-102)

26% less repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 499

30% less capital invested

Capital invested by funds: $45.6B → $31.9B (-$13.7B)

38% less first-time investments, than exits

New positions opened: 140 | Existing positions closed: 227

60% less funds holding in top 10

Funds holding in top 10: 156 (-9)

Holders
1,193
Holders Change
-102
Holders Change %
-7.88%
% of All Funds
17.13%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.09%
New
140
Increased
370
Reduced
499
Closed
227
Calls
$733M
Puts
$296M
Net Calls
+$437M
Net Calls Change
+$458M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1276
Syon Capital
California
-$346K -3,748 Closed
BJL
1277
Brighton Jones LLC
Washington
-$346K -3,742 Closed
SCA
1278
Snowden Capital Advisors
New York
-$342K -3,702 Closed
NCFG
1279
New Century Financial Group
New Jersey
-$331K -3,579 Closed
AWP
1280
Ascent Wealth Partners
New York
-$326K -3,531 Closed
ATC
1281
Argent Trust Co
Tennessee
-$325K -3,522 Closed
CAG
1282
Csenge Advisory Group
Florida
-$325K -3,515 Closed
SP
1283
Symmetry Partners
Connecticut
-$319K -3,453 Closed
SYBT
1284
Stock Yards Bank & Trust
Kentucky
-$313K -3,390 Closed
AC
1285
Apella Capital
Connecticut
-$315K -3,369 Closed
FCBT
1286
First Citizens Bank & Trust
North Carolina
-$309K -3,340 Closed
LF
1287
Lantz Financial
Illinois
-$299K -3,236 Closed
BFG
1288
Berger Financial Group
Minnesota
-$297K -3,219 Closed
SI
1289
Stephens Inc
Arkansas
-$297K -3,217 Closed
HFM
1290
Harvest Fund Management
China
-$294K -3,184 Closed
NC
1291
NovaPoint Capital
Georgia
-$293K -3,175 Closed
IAG
1292
Investment Advisory Group
Massachusetts
-$290K -3,140 Closed
PFS
1293
Prospera Financial Services
Texas
-$284K -3,072 Closed
BPFA
1294
Barnes Pettey Financial Advisors
Mississippi
-$280K -3,035 Closed
CBT
1295
Central Bank & Trust
Kentucky
-$279K -3,023 Closed
BCM
1296
Bourgeon Capital Management
Connecticut
-$278K -3,008 Closed
EFMC
1297
Empire Financial Management Company
New York
-$277K -3,000 Closed
EWM
1298
Evercore Wealth Management
New York
-$276K -2,987 Closed
PI
1299
PFG Investments
New York
-$275K -2,979 Closed
WA
1300
Wealth Architects
California
-$274K -2,966 Closed

EW Hedge Fund Activity: Q3 2024 in Review

1,193 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2024, worth a combined $31.9B — down 30% from $45.6B a quarter earlier.

Sellers outnumbered buyers: 227 funds closed out of EW and 140 opened new positions — a net loss of 87 holders — while 499 trimmed existing stakes and 370 added.

The largest buyer was Wellington Management Group, adding an estimated $1.06B. The largest seller was AllianceBernstein, cutting an estimated $971M.

  • 1,193 institutional investors held Edwards Lifesciences (EW) as of Q3 2024, down from 1,295 in Q2 2024.
  • Funds reported $31.9B of Edwards Lifesciences stock for Q3 2024, down 30% quarter-over-quarter.
  • 140 funds opened new Edwards Lifesciences positions in Q3 2024 and 227 closed out, a net change of -87 holders.
  • The largest Edwards Lifesciences buyer in Q3 2024 was Wellington Management Group, an estimated $1.06B added.
  • The largest Edwards Lifesciences seller in Q3 2024 was AllianceBernstein, an estimated $971M sold.

Based on aggregated 13F filings for Q3 2024.