Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
NIM
NEOS Investment Management’s
Edwards Lifesciences
EW
Stock Holding History
NEOS Investment Management’s Portfolio
EW Stock Details
EW Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$6.69M
Sell
83,569
-20,386
-20%
-$1.68M
0.03%
288
2025
Q4
$8.86M
Buy
103,955
+12,467
+14%
+$1.02M
0.05%
244
2025
Q3
$7.12M
Buy
91,488
+22,141
+32%
+$1.73M
0.05%
250
2025
Q2
$5.42M
Buy
69,347
+8,538
+14%
+$637K
0.07%
233
2025
Q1
$4.41M
Buy
60,809
+2,801
+5%
+$200K
0.08%
213
2024
Q4
$4.29M
Buy
58,008
+1,282
+2%
+$89.7K
0.1%
183
2024
Q3
$3.74M
Buy
56,726
+8,701
+18%
+$632K
0.11%
168
2024
Q2
$4.44M
Buy
48,025
+13,939
+41%
+$1.23M
0.18%
105
2024
Q1
$3.26M
Buy
34,086
+19,045
+127%
+$1.6M
0.2%
98
2023
Q4
$1.15M
Buy
15,041
+9,073
+152%
+$631K
0.11%
173
2023
Q3
$413K
Buy
+5,968
New
+$480K
0.05%
228
Other funds holding EW
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close