We are live on ! Find out more
EW icon

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
CBT
1351
CoreFirst Bank & Trust
Kansas
-$222K -2,400 Closed
MWA
1352
Martel Wealth Advisors
Washington
-$222K -2,400 Closed
PFA
1353
Pathway Financial Advisors
Vermont
-$221K -2,391 Closed
FWTB
1354
First Western Trust Bank
Colorado
-$219K -2,371 Closed
NFG
1355
Nadler Financial Group
Illinois
-$218K -2,356 Closed
BIM
1356
Baldwin Investment Management
Pennsylvania
-$217K -2,347 Closed
APP
1357
Avantax Planning Partners
Iowa
-$216K -2,338 Closed
TIA
1358
Tiemann Investment Advisors
California
-$215K -2,325 Closed
BAM
1359
Belpointe Asset Management
Nevada
-$215K -2,324 Closed
CG
1360
Corundum Group
Colorado
-$215K -2,324 Closed
SFI
1361
SPC Financial Inc
Maryland
-$213K -2,311 Closed
HL
1362
HeadInvest LLC
Maine
-$212K -2,300 Closed
LP
1363
LGL Partners
Pennsylvania
-$212K -2,298 Closed
PL
1364
Perpetual Ltd
Australia
-$212K -2,292 Closed
TPWA
1365
TRUE Private Wealth Advisors
Oregon
-$210K -2,277 Closed
LAM
1366
L2 Asset Management
Massachusetts
-$210K -2,272 Closed
Parallax Volatility Advisers
1367
Parallax Volatility Advisers
California
-$165K -2,265 Closed
PIA
1368
Powell Investment Advisors
Florida
-$209K -2,261 Closed
MWM
1369
Modera Wealth Management
New Jersey
-$208K -2,252 Closed
CWM
1370
Cornerstone Wealth Management
Missouri
-$208K -2,247 Closed
VVP
1371
Venture Visionary Partners
Ohio
-$207K -2,239 Closed
MSR
1372
Main Street Research
Connecticut
-$204K -2,213 Closed
NAM
1373
NorthCrest Asset Manangement
Minnesota
-$204K -2,212 Closed
BBA
1374
Braun-Bostich & Associates
Pennsylvania
-$203K -2,197 Closed
JWM
1375
Jeppson Wealth Management
California
-$202K -2,183 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.