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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 %
CAG
776
Csenge Advisory Group
Florida
$439K -$186K -2,679 -30%
RFA
777
Resurgent Financial Advisors
Georgia
$438K -$6.17K -89 -1%
BCA
778
Bay Colony Advisors
Massachusetts
$437K +$437K +6,307 New
CCM
779
Coldstream Capital Management
Washington
$436K -$192K -2,766 -31%
FCBT
780
First Citizens Bank & Trust
North Carolina
$433K +$7K +101 +2%
PAM
781
Palisade Asset Management
Minnesota
$432K – – –
FB
782
Fulton Bank
Pennsylvania
$427K +$96.2K +1,389 +29%
GAM
783
Guinness Asset Management
United Kingdom
$426K +$9.42K +136 +2%
MA
784
MJP Associates
Connecticut
$422K +$20.4K +295 +5%
MFG
785
Merit Financial Group
Georgia
$421K -$26.8K -387 -6%
NW
786
NewEdge Wealth
Pennsylvania
$420K -$82.4K -1,190 -16%
VAS
787
Vestmark Advisory Solutions
Massachusetts
$419K -$480K -6,932 -53%
BFM
788
Boothbay Fund Management
New York
$418K +$418K +6,028 New
IAN
789
Integrated Advisors Network
Texas
$417K -$1.12M -16,201 -73%
SBF
790
Sara-Bay Financial
Florida
$417K – – –
AF
791
Ally Financial
Michigan
$416K +$416K +6,000 New
MCWS
792
McKinley Carter Wealth Services
West Virginia
$415K -$13.7K -198 -3%
NIM
793
NEOS Investment Management
Connecticut
$413K +$413K +5,968 New
HPC
794
HM Payson & Co
Maine
$413K +$141K +2,040 +52%
BFEC
795
Benjamin F. Edwards & Company
Missouri
$412K +$24.1K +348 +6%
AB
796
Atlas Brown
Kentucky
$410K – – –
APW
797
Acima Private Wealth
Virginia
$409K – – –
LDB
798
Lee, Danner & Bass
Tennessee
$407K – – –
CCA
799
Checchi Capital Advisers
California
$404K -$75.1K -1,084 -16%
SPC
800
Sigma Planning Corp
Michigan
$402K +$33.8K +488 +9%
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