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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
JWCA
1301
J.W. Cole Advisors
Florida
-$273K -2,956 Closed
WPW
1302
Waldron Private Wealth
Pennsylvania
-$272K -2,946 Closed
AC
1303
Avestar Capital
New York
-$272K -2,943 Closed
IAA
1304
Independent Advisor Alliance
North Carolina
-$271K -2,931 Closed
AWM
1305
Act Wealth Management
Texas
-$270K -2,920 Closed
QI
1306
Qtron Investments
Massachusetts
-$269K -2,912 Closed
AFT
1307
Alpha Family Trust
California
-$269K -2,910 Closed
TPA
1308
Trivium Point Advisory
Connecticut
-$267K -2,893 Closed
CCFCSB
1309
Cape Cod Five Cents Savings Bank
Massachusetts
-$266K -2,875 Closed
SIA
1310
Schechter Investment Advisors
Michigan
-$265K -2,871 Closed
ACI
1311
Alpha Cubed Investments
California
-$265K -2,869 Closed
SC
1312
Schulhoff & Co
Ohio
-$264K -2,856 Closed
SMA
1313
Sage Mountain Advisors
Georgia
-$263K -2,849 Closed
WG
1314
Wealth Group
North Carolina
-$263K -2,844 Closed
RWM
1315
Ritholtz Wealth Management
New York
-$259K -2,807 Closed
MSS
1316
Mitchell Sinkler & Starr
Pennsylvania
-$240K -2,800 Closed
FSA
1317
Financial Security Advisor
Virginia
-$257K -2,779 Closed
RWM
1318
Rockline Wealth Management
New York
-$256K -2,772 Closed
KCM
1319
KRS Capital Management
Michigan
-$253K -2,735 Closed
AG
1320
Ascent Group
Virginia
-$251K -2,719 Closed
TGAM
1321
TBH Global Asset Management
Tennessee
-$251K -2,719 Closed
EFG
1322
Everhart Financial Group
Ohio
-$250K -2,710 Closed
AIM
1323
Aurora Investment Managers
Florida
-$250K -2,707 Closed
CGA
1324
Crescent Grove Advisors
Illinois
-$250K -2,704 Closed
GIM
1325
Groesbeck Investment Management
New Jersey
-$249K -2,700 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.