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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 %
FB
751
Fulton Bank
Pennsylvania
$482K +$11.9K +156 +3%
BMM
752
Buffington Mohr McNeal
Idaho
$480K -$4.19K -55 -0.9%
CICI
753
Capital Investment Counsel Inc
North Carolina
$476K -$7.63K -100 -2%
MA
754
MJP Associates
Connecticut
$471K +$6.33K +83 +1%
CA
755
Clearstead Advisors
Ohio
$470K -$623K -8,174 -57%
EI
756
Ellevest Inc
New York
$467K -$37.1K -486 -7%
MWA
757
Midland Wealth Advisors
Illinois
$466K +$466K +6,113 New
HPC
758
HM Payson & Co
Maine
$464K +$9.53K +125 +2%
PA
759
Procyon Advisors
Connecticut
$462K +$29.3K +384 +7%
SW
760
SVB Wealth
Massachusetts
$462K +$87.7K +1,150 +23%
CIG
761
Cascade Investment Group
Colorado
$460K +$22.9K +300 +5%
SBF
762
Sara-Bay Financial
Florida
$459K – – –
AF
763
Ally Financial
Michigan
$458K – – –
MOS
764
MGO One Seven
Ohio
$453K +$95K +1,246 +27%
AB
765
Atlas Brown
Kentucky
$451K – – –
APW
766
Acima Private Wealth
Virginia
$450K – – –
SCI
767
Stableford Capital II
Arizona
$449K +$11.6K +155 +3%
LDB
768
Lee, Danner & Bass
Tennessee
$448K – – –
GAM
769
Guinness Asset Management
United Kingdom
$448K -$21.4K -280 -5%
BHCM
770
Brevan Howard Capital Management
Jersey
$446K +$446K +5,850 New
CIA
771
Capital Investment Advisors
Georgia
$439K +$152K +1,988 +53%
CRWM
772
Castle Rock Wealth Management
California
$439K +$107K +1,470 +32%
SG
773
StoneX Group
New York
$437K +$153K +2,009 +54%
GJWM
774
Gilliland Jeter Wealth Management
Arkansas
$437K +$437K +5,725 New
CCP
775
Clarity Capital Partners
California
$434K +$434K +5,686 New
29 30
31
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