Edwards Lifesciences
1,279 hedge funds and large institutions have $46.7B invested in Edwards Lifesciences in 2023 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 430 increasing their positions, 474 reducing their positions, and 80 closing their positions.
58% more funds holding in top 10
Funds holding in top 10: 12 → 19 (+7)
50% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 80
30% more call options, than puts
Call options by funds: $233M | Put options by funds: $178M
14% more capital invested
Capital invested by funds: $41.1B → $46.7B (+$5.62B)
3% more funds holding
Funds holding: 1,246 → 1,279 (+33)
0.05% more ownership
Funds ownership: 81.6% → 81.65% (+0.05%)
9% less repeat investments, than reductions
Existing positions increased: 430 | Existing positions reduced: 474
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$120M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$109M |
| 3 |
SFFS
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
+$105M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$85.2M |
| 5 |
Amundi
Paris,
France
|
+$79.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$219M |
| 2 |
Sands Capital Management
Arlington,
Virginia
|
-$134M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$107M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$92.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$85.8M |
EW Hedge Fund Activity: Q2 2023 in Review
1,279 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2023, worth a combined $46.7B — up 14% from $41.1B a quarter earlier.
Buyers outnumbered sellers: 120 funds opened new EW positions and 80 closed out — a net gain of 40 holders — while 430 added to existing stakes and 474 trimmed.
The largest buyer was Jacobs Levy Equity Management, adding an estimated $120M. The largest seller was D.E. Shaw & Co, cutting an estimated $219M.
- 1,279 institutional investors held Edwards Lifesciences (EW) as of Q2 2023, up from 1,246 in Q1 2023.
- Funds reported $46.7B of Edwards Lifesciences stock for Q2 2023, up 14% quarter-over-quarter.
- 120 funds opened new Edwards Lifesciences positions in Q2 2023 and 80 closed out, a net change of +40 holders.
- The largest Edwards Lifesciences buyer in Q2 2023 was Jacobs Levy Equity Management, an estimated $120M added.
- The largest Edwards Lifesciences seller in Q2 2023 was D.E. Shaw & Co, an estimated $219M sold.
Based on aggregated 13F filings for Q2 2023.