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Edwards Lifesciences
EW

Overview Fund Activity

1,211 hedge funds and large institutions have $34.2B invested in Edwards Lifesciences in 2023 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 427 increasing their positions, 463 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,211
Holders Change
-60
Holders Change %
-4.72%
% of All Funds
19.31%
Holding in Top 10
6
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-66.67%
% of All Funds
0.1%
New
109
Increased
427
Reduced
463
Closed
153
Calls
$292M
Puts
$154M
Net Calls
+$138M
Net Calls Change
+$83.1M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$224M
2
WT
Wellcome Trust
United Kingdom
+$198M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$171M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$154M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$96.3M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$488M
2
Marshall Wace
Marshall Wace
United Kingdom
-$192M
3
Bank of America
Bank of America
North Carolina
-$172M
4
Holocene Advisors
Holocene Advisors
New York
-$131M
5
Amundi
Amundi
France
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
576
Fiduciary Trust
Massachusetts
$1.01M +$10.3K +148 +1%
JCM
577
Jag Capital Management
Missouri
$1.01M – – –
CA
578
Clearstead Advisors
Ohio
$993K +$603K +8,709 +155%
WCM
579
Whitener Capital Management
North Carolina
$992K -$35.3K -510 -3%
RIL
580
Rothschild Investment LLC
Illinois
$990K -$67K -968 -6%
LNC
581
Lincoln National Corp
Pennsylvania
$986K -$187K -2,702 -16%
RF
582
Robbins Farley
New Hampshire
$985K +$65.2K +941 +7%
GC
583
Gratus Capital
Georgia
$983K +$13.4K +194 +1%
AO
584
Advisor OS
Illinois
$977K +$109K +1,574 +13%
SIS
585
Strategic Investment Solutions
Illinois
$972K +$957K +11,904 +6,200%
KWA
586
Kingswood Wealth Advisors
California
$972K +$972K +14,024 New
BFM
587
Boston Financial Management
Massachusetts
$961K – – –
TC
588
Telemus Capital
Michigan
$954K +$3.4K +49 +0.4%
Acadian Asset Management
589
Acadian Asset Management
Massachusetts
$938K -$1.3M -18,729 -58%
GLA
590
Great Lakes Advisors
Illinois
$938K -$1.84M -26,600 -66%
NP
591
NorthRock Partners
Minnesota
$935K -$79.9K -1,154 -8%
CG
592
Colony Group
Massachusetts
$928K -$50.1K -724 -5%
AAM
593
AR Asset Management
California
$926K – – –
STA
594
Summit Trail Advisors
New York
$924K +$924K +13,330 New
DWM
595
Dakota Wealth Management
Florida
$923K +$56.5K +815 +7%
KLWA
596
Kelly Lawrence W & Associates
California
$918K – – –
JAG
597
Journey Advisory Group
Kentucky
$904K -$106K -1,525 -10%
RA
598
RiverPark Advisors
New York
$900K +$10.4K +150 +1%
SWK
599
Stephen W. Kidder
$898K +$34.6K +500 +4%
SIG
600
Stonegate Investment Group
Alabama
$894K -$15.2K -220 -2%
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