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Edwards Lifesciences

1,219 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, 430 increasing their positions, 466 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $292M | Put options by funds: $154M

0.64% less ownership

Funds ownership: 81.63%80.99% (-0.64%)

8% less repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 466

5% less funds holding

Funds holding: 1,2781,219 (-59)

27% less capital invested

Capital invested by funds: $46.6B → $34.2B (-$12.4B)

28% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 152

68% less funds holding in top 10

Funds holding in top 10: 196 (-13)

Holders
1,219
Holders Change
-59
Holders Change %
-4.62%
% of All Funds
19.35%
Holding in Top 10
6
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-68.42%
% of All Funds
0.1%
New
109
Increased
430
Reduced
466
Closed
152
Calls
$292M
Puts
$154M
Net Calls
+$138M
Net Calls Change
+$83.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
676
Independent Financial Group
California
$660K +$13.4K +167 +2%
HSA
677
HBK Sorce Advisory
Pennsylvania
$659K -$643 -8 -0.1%
WI
678
Wahed Invest
New York
$657K +$74.6K +928 +11%
LCM
679
Leisure Capital Management
California
$657K -$3.62K -45 -0.5%
BC
680
Bowman & Company
Wisconsin
$653K +$141K +1,753 +23%
WAP
681
Wealthcare Advisory Partners
Pennsylvania
$651K -$65.6K -816 -8%
LWMM
682
Legacy Wealth Management (Mississippi)
Mississippi
$651K -$2.01K -25 -0.3%
VCM
683
Virtue Capital Management
Tennessee
$648K
LIM
684
Leavell Investment Management
Alabama
$647K +$3.21K +40 +0.4%
PA
685
Profund Advisors
Maryland
$646K -$1.93K -24 -0.3%
VCA
686
Verdence Capital Advisors
Maryland
$646K +$105K +1,303 +16%
VAF
687
Values Added Financial
District of Columbia
$646K +$1.45K +18 +0.2%
DWM
688
Destination Wealth Management
California
$633K -$8.12K -101 -1%
PFWA
689
Paces Ferry Wealth Advisors
Georgia
$631K -$643 -8 -0.1%
1IA
690
1834 Investment Advisors
Wisconsin
$629K +$68.3K +850 +10%
TIAA Trust, National Association
691
TIAA Trust, National Association
North Carolina
$629K +$729K +9,077 New
RCAG
692
Rehmann Capital Advisory Group
Michigan
$628K +$728K +9,058 New
NSEDCP
693
NJ State Employees Deferred Compensation Plan
New Jersey
$624K
JIC
694
Johnson Investment Counsel
Ohio
$615K -$88K -1,095 -11%
MMG
695
Monetary Management Group
Missouri
$609K -$96.4K -1,200 -12%
FMAEN1
696
Fund Management at Engine No 1
California
$602K +$64.4K +801 +10%
BB
697
Busey Bank
Illinois
$601K -$4.74K -59 -0.7%
CG
698
Caprock Group
Idaho
$597K +$31.5K +392 +5%
MLA
699
My Legacy Advisors
Oregon
$591K +$6.99K +87 +1%
EH
700
Equitable Holdings
New York
$588K -$722K -8,982 -51%