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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 %
SWP
551
Strategic Wealth Partners
Ohio
$1.11M +$272K +3,565 +33%
FT
552
Fiduciary Trust
Massachusetts
$1.1M -$17.5K -230 -2%
MFIM
553
Mesirow Financial Investment Management
Illinois
$1.09M +$1.09M +14,336 New
BFS
554
Bradley Foster & Sargent
Connecticut
$1.09M -$146K -1,918 -12%
AAM
555
Advisors Asset Management
Colorado
$1.09M -$485K -6,359 -31%
GLA
556
Great Lakes Advisors
Illinois
$1.08M +$46.6K +611 +5%
CA
557
Cornerstone Advisors
North Carolina
$1.08M -$175K -2,300 -14%
LNC
558
Lincoln National Corp
Pennsylvania
$1.07M -$12.9K -169 -1%
TMAM
559
Tokio Marine Asset Management
Japan
$1.07M -$47K -616 -4%
BFM
560
Boston Financial Management
Massachusetts
$1.06M – – –
CA
561
Cetera Advisors
Colorado
$1.06M -$99.7K -1,307 -9%
Public Sector Pension Investment Board (PSP Investments)
562
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.05M -$3.91M -51,322 -79%
SFA
563
Sequoia Financial Advisors
Ohio
$1.05M +$312K +4,095 +42%
HIA
564
Harbor Investment Advisory
Maryland
$1.04M +$235K +3,080 +29%
AO
565
Advisor OS
Illinois
$1.04M -$36K -472 -3%
STA
566
Summit Trail Advisors
New York
$1.03M +$14.6K +192 +1%
GC
567
Gratus Capital
Georgia
$1.02M -$63.4K -831 -6%
KLWA
568
Kelly Lawrence W & Associates
California
$1.01M – – –
PCA
569
Private Capital Advisors
Connecticut
$1.01M – – –
WCM
570
Whitener Capital Management
North Carolina
$1.01M -$85.9K -1,126 -8%
Focus Partners Wealth
571
Focus Partners Wealth
Massachusetts
$996K +$996K +13,066 New
YIH
572
Y-Intercept (HK)
Hong Kong
$994K -$3.69M -48,441 -79%
KWA
573
Kingswood Wealth Advisors
California
$990K -$79.3K -1,040 -7%
SIG
574
Stonegate Investment Group
Alabama
$979K -$4.12K -54 -0.4%
WANY
575
Wealthspire Advisors (New York)
New York
$977K +$30K +393 +3%
21 22
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