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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 %
LIWM
701
Long Island Wealth Management
New York
$567K +$567K +7,441 New
FNBT
702
FineMark National Bank & Trust
Florida
$563K +$12K +157 +2%
GWM
703
Geneos Wealth Management
Colorado
$560K +$7.63K +100 +1%
1IA
704
1834 Investment Advisors
Wisconsin
$555K -$138K -1,811 -20%
RA
705
RFG Advisory
Alabama
$554K +$554K +7,263 New
ARC
706
Advisor Resource Council
Texas
$552K +$552K +7,241 New
TAM
707
Trust Asset Management
Texas
$549K – – –
RCM
708
Rain Capital Management
Oregon
$544K -$11.4K -150 -2%
NW
709
NewEdge Wealth
Pennsylvania
$541K +$79.2K +1,039 +17%
BL
710
BFSG LLC
California
$541K -$22.9K -300 -4%
DWT
711
Dorsey & Whitney Trust
South Dakota
$541K +$18.8K +246 +4%
HWM
712
Hohimer Wealth Management
Washington
$539K -$27.8K -365 -5%
VCM
713
Virtue Capital Management
Tennessee
$536K -$648K -7,128 Closed
LTAS
714
Linden Thomas Advisory Services
North Carolina
$535K +$40.2K +527 +8%
MAS
715
Meeder Advisory Services
Ohio
$534K -$89.2K -1,170 -14%
SIA
716
Soltis Investment Advisors
Utah
$531K -$10.9K -143 -2%
TCM
717
Tributary Capital Management
Nebraska
$531K -$15.3K -200 -3%
CC
718
Centiva Capital
New York
$529K -$1.23M -16,118 -70%
MCC
719
Malaga Cove Capital
California
$527K +$158K +2,076 +43%
WIM
720
WealthPlan Investment Management
Nebraska
$526K – – –
SWK
721
Stephen W. Kidder
$526K -$462K -6,060 -47%
NSIM
722
North Star Investment Management
Illinois
$525K – – –
SFA
723
Souders Financial Advisors
Ohio
$523K +$12.4K +162 +2%
VAS
724
Vestmark Advisory Solutions
Massachusetts
$521K +$60.5K +793 +13%
PAI
725
Pittenger & Anderson Inc
Nebraska
$520K +$520K +6,818 New
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