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Edwards Lifesciences

1,219 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, 430 increasing their positions, 466 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $292M | Put options by funds: $154M

0.64% less ownership

Funds ownership: 81.63%80.99% (-0.64%)

8% less repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 466

5% less funds holding

Funds holding: 1,2781,219 (-59)

27% less capital invested

Capital invested by funds: $46.6B → $34.2B (-$12.4B)

28% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 152

68% less funds holding in top 10

Funds holding in top 10: 196 (-13)

Holders
1,219
Holders Change
-59
Holders Change %
-4.62%
% of All Funds
19.35%
Holding in Top 10
6
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-68.42%
% of All Funds
0.1%
New
109
Increased
430
Reduced
466
Closed
152
Calls
$292M
Puts
$154M
Net Calls
+$138M
Net Calls Change
+$83.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
751
WealthPlan Investment Management
Nebraska
$478K
BHB
752
Bank Hapoalim BM
Israel
$478K +$56.3K +700 +11%
AI
753
Atom Investors
Texas
$477K +$553K +6,884 New
NSIM
754
North Star Investment Management
Illinois
$477K
DWT
755
Dorsey & Whitney Trust
South Dakota
$474K -$125K -1,556 -19%
SFS
756
Stiles Financial Services
Minnesota
$474K +$4.02K +50 +0.7%
OWA
757
One Wealth Advisors
California
$473K
VST
758
Van Strum & Towne
California
$472K
SAM
759
SignalPoint Asset Management
Missouri
$467K
SFA
760
Souders Financial Advisors
Ohio
$464K +$1.13K +14 +0.2%
IP
761
Ignite Planners
California
$462K +$161 +2 +0%
AG
762
Algert Global
California
$459K -$921K -11,456 -63%
CW
763
CreativeOne Wealth
Kansas
$459K -$205K -2,556 -28%
B
764
Bellecapital
Switzerland
$458K
EI
765
Ellevest Inc
New York
$458K +$34.2K +426 +7%
CWM
766
Congress Wealth Management
Massachusetts
$456K -$32.5K -405 -6%
AAS
767
Avantax Advisory Services
Texas
$455K -$91K -1,133 -15%
CGL
768
Clarius Group LLC
Washington
$455K -$161K -2,003 -23%
RBC
769
Romano Brothers & Co
Illinois
$453K
LTAS
770
Linden Thomas Advisory Services
North Carolina
$449K -$640K -7,960 -55%
MYIA
771
Mount Yale Investment Advisors
Colorado
$449K -$8.12K -101 -2%
MNBTD
772
Moody National Bank Trust Division
Texas
$448K -$4.82K -60 -0.9%
CI
773
Cigna Investments
Connecticut
$447K -$68.1K -848 -12%
CFA
774
CWS Financial Advisors
Michigan
$446K -$7.39K -92 -1%
BMC
775
Benin Management Corp
Connecticut
$443K