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
CB
1401
Chris Bulman
California
-$10.1K -109 Closed
MWM
1402
Mascoma Wealth Management
New Hampshire
-$8.78K -95 Closed
SWS
1403
SYSTM Wealth Solutions
Illinois
-$8.04K -87 Closed
MIFH
1404
Migdal Insurance & Financial Holdings
Israel
-$7K -76 Closed
PIS
1405
POM Investment Strategies
North Carolina
-$6.93K -75 Closed
GI
1406
Gradient Investments
Minnesota
-$6.19K -67 Closed
TWP
1407
Triad Wealth Partners
Kansas
-$4.53K -49 Closed
ACA
1408
Atlas Capital Advisors
Wyoming
-$4.16K -45 Closed
AAG
1409
Armstrong Advisory Group
Massachusetts
-$3.88K -42 Closed
FMP
1410
Financial Management Professionals
Texas
-$2.76K -38 -84%
FW
1411
Fairway Wealth
Ohio
-$3.33K -36 Closed
TCM
1412
TruNorth Capital Management
Michigan
-$3.05K -33 Closed
RCM
1413
Richardson Capital Management
Wisconsin
-$2.96K -32 Closed
DWA
1414
Delos Wealth Advisors
Texas
-$2.77K -30 Closed
UWS
1415
Unique Wealth Strategies
Illinois
-$2.87K -30 Closed
WCM
1416
Westend Capital Management
California
-$2.44K -27 Closed
RWM
1417
Ruedi Wealth Management
Illinois
-$2.03K -22 Closed
FCA
1418
FinTrust Capital Advisors
South Carolina
-$647 -7 Closed
FNWA
1419
Financial Network Wealth Advisors
Utah
-$185 -2 Closed
VWA
1420
Valued Wealth Advisors
Utah
-$185 -2 Closed
PAM
1421
Pinpoint Asset Management
Hong Kong
-$92 -1 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.