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Edwards Lifesciences
EW

Overview Fund Activity

1,235 hedge funds and large institutions have $37.2B invested in Edwards Lifesciences in 2023 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 375 increasing their positions, 497 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,235
Holders Change
+24
Holders Change %
+1.98%
% of All Funds
18.1%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
170
Increased
375
Reduced
497
Closed
130
Calls
$336M
Puts
$232M
Net Calls
+$104M
Net Calls Change
-$34M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$391M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$335M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$330M
4
Brown Advisory
Brown Advisory
Maryland
+$232M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$174M

Top Sellers

1
CIM
CCLA Investment Management
United Kingdom
-$98.2B
2
Capital International Investors
Capital International Investors
California
-$1.62B
3
AllianceBernstein
AllianceBernstein
Tennessee
-$279M
4
Marshall Wace
Marshall Wace
United Kingdom
-$128M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJWM
526
Williams Jones Wealth Management
New York
$1.26M -$1.49M -19,567 -54%
IIM
527
INTECH Investment Management
Florida
$1.25M +$498K +6,526 +66%
SFG
528
Summit Financial Group
West Virginia
$1.25M -$265K -3,480 -18%
CCM
529
Conway Capital Management
California
$1.24M -$51.5K -675 -4%
CIG
530
Cairn Investment Group
Washington
$1.24M – – –
FAN
531
Financial Advisors Network
California
$1.23M – – –
LT
532
Legacy Trust
Michigan
$1.23M +$2.97K +39 +0.2%
Lido Advisors
533
Lido Advisors
California
$1.21M -$4.12K -54 -0.3%
FI
534
FJ Investments
Utah
$1.21M +$1.21M +15,900 New
SWP
535
Stratos Wealth Partners
Ohio
$1.21M +$1.21M +15,895 New
TFS
536
Thoroughbred Financial Services
Tennessee
$1.21M -$8.15K -107 -0.7%
IB
537
Intrust Bank
Kansas
$1.2M -$89.7K -1,176 -7%
RA
538
RiverPark Advisors
New York
$1.2M +$207K +2,716 +21%
Fayez Sarofim & Co
539
Fayez Sarofim & Co
Texas
$1.19M -$136K -1,598 -10%
DAS
540
Dynamic Advisor Solutions
Arizona
$1.18M +$50K +687 +4%
HAG
541
HighPoint Advisor Group
Illinois
$1.17M +$1.17M +12,526 New
BFG
542
Bleakley Financial Group
New Jersey
$1.16M +$251K +3,296 +28%
VA
543
Vident Advisory
Georgia
$1.15M +$1.53K +20 +0.1%
BMO
544
Beck Mack & Oliver
New York
$1.15M – – –
SS
545
Simplicity Solutions
Minnesota
$1.15M +$248K +3,255 +27%
SCM
546
Stevens Capital Management
Pennsylvania
$1.15M +$176K +2,311 +18%
NIM
547
NEOS Investment Management
Connecticut
$1.15M +$692K +9,073 +152%
PIMJS
548
PKO Investment Management Joint-Stock
Poland
$1.14M -$381K -5,000 -25%
WorldQuant Millennium Advisors
549
WorldQuant Millennium Advisors
New York
$1.14M -$10.7M -140,957 -90%
MGIA
550
Moneta Group Investment Advisors
Missouri
$1.14M -$1.68K -22 -0.1%
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