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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
MFG
1326
Magnus Financial Group
New York
-$248K -2,689 Closed
WW
1327
Westshore Wealth
California
-$248K -2,688 Closed
PWP
1328
Phillips Wealth Planners
Mississippi
-$251K -2,680 Closed
WKSWA
1329
White Knight Strategic Wealth Advisors
New Jersey
-$247K -2,679 Closed
SAI
1330
Systematic Alpha Investments
New Jersey
-$247K -2,670 Closed
BFA
1331
Bill Few Associates
Pennsylvania
-$243K -2,628 Closed
CAM
1332
Cozad Asset Management
Illinois
-$242K -2,616 Closed
ICP
1333
Interchange Capital Partners
Pennsylvania
-$241K -2,607 Closed
ABC
1334
Associated Banc-Corp
Wisconsin
-$240K -2,593 Closed
GWP
1335
Gen-Wealth Partners
Michigan
-$239K -2,589 Closed
BFC
1336
Blue Fin Capital
Rhode Island
-$238K -2,576 Closed
ISWM
1337
Independent Solutions Wealth Management
New York
-$236K -2,556 Closed
LCM
1338
LCM Capital Management
Illinois
-$235K -2,541 Closed
CFP
1339
Catalyst Financial Partners
Massachusetts
-$234K -2,534 Closed
PL
1340
Parthenon LLC
Kentucky
-$233K -2,526 Closed
MFG
1341
Mosaic Financial Group
Illinois
-$233K -2,522 Closed
VR
1342
Valued Retirements
Texas
-$232K -2,517 Closed
ANTB
1343
AMG National Trust Bank
Colorado
-$231K -2,500 Closed
KWM
1344
Kolinsky Wealth Management
New Jersey
-$229K -2,475 Closed
GVAG
1345
Great Valley Advisor Group
Delaware
-$227K -2,465 Closed
WA
1346
Wealth Alliance
New York
-$227K -2,453 Closed
WG
1347
Welch Group
Alabama
-$227K -2,453 Closed
ATPW
1348
Ashton Thomas Private Wealth
Arizona
-$226K -2,448 Closed
SGCA
1349
Steel Grove Capital Advisors
Tennessee
-$225K -2,435 Closed
CNWM
1350
Clay Northam Wealth Management
California
-$222K -2,400 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.