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Edwards Lifesciences

1,279 hedge funds and large institutions have $46.6B invested in Edwards Lifesciences in 2024 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 436 increasing their positions, 462 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

50% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 106

25% more capital invested

Capital invested by funds: $37.3B → $46.6B (+$9.28B)

3% more funds holding

Funds holding: 1,2441,279 (+35)

10% more call options, than puts

Call options by funds: $431M | Put options by funds: $393M

0.75% more ownership

Funds ownership: 80.51%81.25% (+0.75%)

6% less repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 462

Holders
1,279
Holders Change
+35
Holders Change %
+2.81%
% of All Funds
18.42%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.2%
New
159
Increased
436
Reduced
462
Closed
106
Calls
$431M
Puts
$393M
Net Calls
+$38.1M
Net Calls Change
-$65.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
1351
R.M. Davis Inc
Maine
-$212K -2,785 Closed
SAMC
1352
Spectrum Asset Management (California)
California
-$211K -2,761 Closed
FWA
1353
FSM Wealth Advisors
Ohio
-$203K -2,658 Closed
AI
1354
AXS Investments
New York
-$135K -1,774 Closed
AP
1355
Arlington Partners
Alabama
-$110K -1,445 Closed
T. Rowe Price Investment Management
1356
T. Rowe Price Investment Management
Maryland
-$96K -1,249 Closed
CMBA
1357
C.M. Bidwell & Associates
Hawaii
-$92.6K -1,215 Closed
MME
1358
Meag Munich Ergo
Germany
-$88.5K -1,160 Closed
EC
1359
EntryPoint Capital
New York
-$85.2K -1,118 Closed
TWM
1360
Tradition Wealth Management
Minnesota
-$74K -969 Closed
IUHSA
1361
Itau Unibanco Holding S.A.
Brazil
-$68.9K -904 Closed
GWS
1362
Glassman Wealth Services
Virginia
-$57.3K -751 Closed
ODG
1363
O'Dell Group
Ohio
-$33.9K -444 Closed
TCWA
1364
Turtle Creek Wealth Advisors
Texas
-$33.6K -441 Closed
RIM
1365
Rockbridge Investment Management
New York
-$32.9K -432 Closed
ACA
1366
American Capital Advisory
Idaho
-$18.3K -240 Closed
CP
1367
Castleview Partners
Texas
-$17.8K -233 Closed
AFS
1368
Annapolis Financial Services
Maryland
-$15.9K -208 Closed
CG
1369
Cutler Group
California
-$15K -207 Closed
NMG
1370
New Millennium Group
Utah
-$13.1K -172 Closed
FWM
1371
Focused Wealth Management
New York
-$11K -144 Closed
EAM
1372
Eukles Asset Management
Ohio
-$9.53K -125 Closed
NC
1373
NewSquare Capital
Pennsylvania
-$7.63K -100 Closed
AWM
1374
Able Wealth Management
New Jersey
-$6.25K -82 Closed
PP
1375
Pacifica Partners
Canada
-$5.51K -80 Closed

EW Hedge Fund Activity: Q1 2024 in Review

1,279 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2024, worth a combined $46.6B — up 25% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new EW positions and 106 closed out — a net gain of 53 holders — while 436 added to existing stakes and 462 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $425M. The largest seller was Capital International Investors, cutting an estimated $573M.

  • 1,279 institutional investors held Edwards Lifesciences (EW) as of Q1 2024, up from 1,244 in Q4 2023.
  • Funds reported $46.6B of Edwards Lifesciences stock for Q1 2024, up 25% quarter-over-quarter.
  • 159 funds opened new Edwards Lifesciences positions in Q1 2024 and 106 closed out, a net change of +53 holders.
  • The largest Edwards Lifesciences buyer in Q1 2024 was Winslow Capital Management, an estimated $425M added.
  • The largest Edwards Lifesciences seller in Q1 2024 was Capital International Investors, an estimated $573M sold.

Based on aggregated 13F filings for Q1 2024.