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Edwards Lifesciences
EW

Overview Fund Activity

1,211 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, 427 increasing their positions, 463 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,211
Holders Change
-60
Holders Change %
-4.72%
% of All Funds
19.31%
Holding in Top 10
6
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-66.67%
% of All Funds
0.1%
New
109
Increased
427
Reduced
463
Closed
153
Calls
$292M
Puts
$154M
Net Calls
+$138M
Net Calls Change
+$83.1M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$224M
2
WT
Wellcome Trust
United Kingdom
+$198M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$171M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$154M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$96.3M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$488M
2
Marshall Wace
Marshall Wace
United Kingdom
-$192M
3
Bank of America
Bank of America
North Carolina
-$172M
4
Holocene Advisors
Holocene Advisors
New York
-$131M
5
Amundi
Amundi
France
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
751
One Wealth Advisors
California
$473K – – –
VST
752
Van Strum & Towne
California
$472K – – –
SAM
753
SignalPoint Asset Management
Missouri
$467K – – –
SFA
754
Souders Financial Advisors
Ohio
$464K +$970 +14 +0.2%
IP
755
Ignite Planners
California
$462K +$144 +2 +0%
AG
756
Algert Global
California
$459K -$793K -11,456 -63%
CW
757
CreativeOne Wealth
Kansas
$459K -$177K -2,556 -28%
B
758
Bellecapital
Switzerland
$458K – – –
EI
759
Ellevest Inc
New York
$458K +$29.5K +426 +7%
CWM
760
Congress Wealth Management
Massachusetts
$456K -$28.1K -405 -6%
AAS
761
Avantax Advisory Services
Texas
$455K -$78.5K -1,133 -15%
CGL
762
Clarius Group LLC
Washington
$455K -$139K -2,003 -23%
RBC
763
Romano Brothers & Co
Illinois
$453K – – –
LTAS
764
Linden Thomas Advisory Services
North Carolina
$449K -$551K -7,960 -55%
MYIA
765
Mount Yale Investment Advisors
Colorado
$449K -$7K -101 -2%
MNBTD
766
Moody National Bank Trust Division
Texas
$448K -$4.16K -60 -0.9%
CI
767
Cigna Investments
Connecticut
$447K -$58.7K -848 -12%
CFA
768
CWS Financial Advisors
Michigan
$446K -$6.37K -92 -1%
BMC
769
Benin Management Corp
Connecticut
$443K – – –
BC
770
Bartlett & Co
Ohio
$442K – – –
BCWM
771
Bartlett & Co Wealth Management
Ohio
$442K – – –
ACA
772
Aptus Capital Advisors
Alabama
$441K +$179K +2,587 +68%
BMM
773
Buffington Mohr McNeal
Idaho
$440K +$17.3K +250 +4%
CICI
774
Capital Investment Counsel Inc
North Carolina
$440K -$47.1K -680 -10%
PAM
775
Peak Asset Management
Colorado
$439K – – –
29 30
31
32 33