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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 %
RCAG
676
Rehmann Capital Advisory Group
Michigan
$624K -$66.7K -875 -10%
WLIM
677
White Lighthouse Investment Management
Massachusetts
$621K – – –
SWS
678
SYSTM Wealth Solutions
Illinois
$618K +$5.57K +73 +0.9%
HCM
679
Highview Capital Management
Illinois
$612K – – –
EF
680
Empowered Funds
Pennsylvania
$611K +$214K +2,813 +54%
FCI
681
Financial Counselors Inc
Kansas
$610K -$580K -7,602 -49%
WWM
682
Whalen Wealth Management
Nevada
$608K +$608K +7,972 New
WCM
683
Weaver Capital Management
Georgia
$604K +$604K +7,918 New
DWP
684
Daymark Wealth Partners
Ohio
$601K +$283K +3,707 +89%
H
685
HoyleCohen
California
$600K -$41.3K -542 -6%
TC
686
Telemus Capital
Michigan
$600K -$450K -5,897 -43%
Impax Asset Management Group
687
Impax Asset Management Group
United Kingdom
$595K +$595K +7,800 New
GWA
688
GGM Wealth Advisors
Maryland
$593K -$25.6K -350 -4%
SCTC
689
Sanibel Captiva Trust Company
Florida
$592K +$592K +7,760 New
WPC
690
Wedmont Private Capital
Pennsylvania
$589K +$342K +4,514 +138%
CCM
691
Coldstream Capital Management
Washington
$589K +$109K +1,427 +23%
PFS
692
Physicians Financial Services
North Carolina
$586K -$22.9K -300 -4%
BFEC
693
Benjamin F. Edwards & Company
Missouri
$586K +$133K +1,739 +29%
CWM
694
Congress Wealth Management
Massachusetts
$583K +$81.6K +1,070 +16%
AG
695
Algert Global
California
$579K +$73.2K +959 +14%
SP
696
Stonebrook Private
Michigan
$576K +$576K +7,559 New
JIC
697
Joel Isaacson & Co
New York
$573K – – –
MMG
698
Monetary Management Group
Missouri
$571K -$99.1K -1,300 -15%
DWM
699
Destination Wealth Management
California
$569K -$128K -1,678 -18%
PWP
700
Perfromance Wealth Partners
Illinois
$567K -$193K -2,525 -25%
26 27
28
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