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Edwards Lifesciences
EW

Overview Fund Activity

1,286 hedge funds and large institutions have $45.3B invested in Edwards Lifesciences in 2024 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 460 increasing their positions, 462 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
+16
Holders Change %
+1.26%
% of All Funds
18.7%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
122
Increased
460
Reduced
462
Closed
89
Calls
$276M
Puts
$297M
Net Calls
-$21M
Net Calls Change
-$59.1M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$364M
2
SFFS
Stonehage Fleming Financial Services
Jersey
+$213M
3
UBS AM
UBS AM
Illinois
+$143M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$127M
5
Swedbank
Swedbank
Sweden
+$114M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$233M
2
Citadel Advisors
Citadel Advisors
Florida
-$187M
3
BlackRock
BlackRock
New York
-$133M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$85.2M
5
State Street
State Street
Massachusetts
-$70.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
701
Joel Isaacson & Co
New York
$694K – – –
LIWM
702
Long Island Wealth Management
New York
$687K – – –
SFS
703
Symphony Financial Services
Ohio
$682K +$682K +7,425 New
FI
704
Financial Insights
Washington
$679K -$184K -1,987 -21%
PFS
705
Physicians Financial Services
North Carolina
$678K -$9.24K -100 -1%
TAM
706
Trust Asset Management
Texas
$665K – – –
ACP
707
Aviance Capital Partners
Florida
$665K – – –
CWM
708
Congress Wealth Management
Massachusetts
$661K +$6.1K +66 +0.9%
SIA
709
Soltis Investment Advisors
Utah
$660K +$16.5K +179 +3%
FUBT
710
First United Bank & Trust
Maryland
$658K – – –
EH
711
Equitable Holdings
New York
$656K -$3.33K -36 -0.5%
BL
712
BFSG LLC
California
$655K – – –
FNBT
713
FineMark National Bank & Trust
Florida
$654K -$28.2K -305 -4%
GWM
714
Geneos Wealth Management
Colorado
$647K -$18.4K -199 -3%
SG
715
StoneX Group
New York
$647K +$11.3K +122 +2%
MCC
716
Malaga Cove Capital
California
$638K – – –
WIM
717
WealthPlan Investment Management
Nebraska
$637K – – –
BCM
718
Brookstone Capital Management
Illinois
$636K -$436K -4,993 -41%
NSIM
719
North Star Investment Management
Illinois
$636K – – –
DWM
720
Destination Wealth Management
California
$630K -$22K -238 -3%
VST
721
Van Strum & Towne
California
$629K – – –
FRA
722
Frank Rimerman Advisors
California
$628K +$626K +6,774 +32,257%
PS
723
Principal Securities
Iowa
$625K +$44.4K +481 +8%
BMM
724
Buffington Mohr McNeal
Idaho
$622K +$3.14K +34 +0.5%
Twin Tree Management
725
Twin Tree Management
Texas
$621K +$621K +6,727 New
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