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Edwards Lifesciences
EW

Overview Fund Activity

1,221 hedge funds and large institutions have $38.3B invested in Edwards Lifesciences in 2022 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 395 increasing their positions, 471 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,221
Holders Change
-19
Holders Change %
-1.53%
% of All Funds
19.7%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.18%
New
145
Increased
395
Reduced
471
Closed
140
Calls
$180M
Puts
$127M
Net Calls
+$52.6M
Net Calls Change
-$6.02M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$352M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$177M
3
Millennium Management
Millennium Management
New York
+$166M
4
AWA
Arete Wealth Advisors
Illinois
+$162M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$161M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$819M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$389M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$346M
4
Sands Capital Management
Sands Capital Management
Virginia
-$216M
5
Ameriprise
Ameriprise
Minnesota
-$92.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
701
WealthPlan Investment Management
Nebraska
$559K +$388 +5 +0.1%
SWP
702
Strategic Wealth Partners
Ohio
$559K -$582K -7,801 -51%
CICI
703
Capital Investment Counsel Inc
North Carolina
$554K +$366K +4,905 +195%
IP
704
Ignite Planners
California
$552K +$137K +1,747 +33%
SBIA
705
Sheaff Brock Investment Advisors
Indiana
$552K -$97K -1,300 -15%
WP
706
WealthPLAN Partners
Nebraska
$552K +$552K +7,203 New
Koshinski Asset Management
707
Koshinski Asset Management
Illinois
$549K +$549K +7,363 New
FNA
708
First National Advisers
Nebraska
$549K +$56.5K +756 +11%
Lazard Asset Management
709
Lazard Asset Management
New York
$547K -$20.8K -280 -4%
9WM
710
9258 Wealth Management
Ohio
$540K +$2.39K +32 +0.4%
SEM
711
Suncoast Equity Management
Florida
$540K +$25.4K +340 +5%
FUBT
712
First United Bank & Trust
Maryland
$539K – – –
PIMJS
713
PKO Investment Management Joint-Stock
Poland
$537K – – –
SPC
714
Sigma Planning Corp
Michigan
$534K -$2.02K -27 -0.4%
GWM
715
Geneos Wealth Management
Colorado
$533K +$5.82K +78 +1%
CFA
716
CWS Financial Advisors
Michigan
$529K -$11K -132 -2%
CCM
717
Coldstream Capital Management
Washington
$529K +$529K +7,088 New
SIA
718
Soltis Investment Advisors
Utah
$526K +$526K +7,053 New
CCM
719
CAAS Capital Management
New York
$522K +$522K +7,000 New
TAM
720
Trust Asset Management
Texas
$521K – – –
NW
721
NewEdge Wealth
Pennsylvania
$518K -$2.91K -39 -0.6%
HIA
722
Harbor Investment Advisory
Maryland
$515K +$9.33K +125 +2%
DWM
723
Dakota Wealth Management
Florida
$508K -$41.3K -554 -8%
VST
724
Van Strum & Towne
California
$508K – – –
FMAEN1
725
Fund Management at Engine No 1
California
$508K +$63.2K +847 +14%
27 28
29
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