EW icon

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 %
MWA
776
Midland Wealth Advisors
Illinois
$528K -$18.5K -200 -3%
PA
777
Pinnacle Associates
New York
$528K -$462 -5 -0.1%
PA
778
Procyon Advisors
Connecticut
$526K -$32.4K -351 -6%
PFMU
779
Privium Fund Management (UK)
United Kingdom
$524K +$524K +5,741 New
RWP
780
RWA Wealth Partners
Massachusetts
$523K +$10.2K +110 +2%
MOS
781
MGO One Seven
Ohio
$523K +$36.5K +395 +7%
TCOO
782
Trust Company of Oklahoma
Oklahoma
$523K +$235K +2,541 +81%
CIC
783
Carnegie Investment Counsel
Ohio
$519K – – –
VCM
784
Virtue Capital Management
Tennessee
$515K -$99.2K -1,139 -16%
PPWP
785
Premier Path Wealth Partners
New Jersey
$511K +$67.1K +726 +15%
MFA
786
Mayflower Financial Advisors
Massachusetts
$511K -$2.86K -31 -0.6%
MCWS
787
McKinley Carter Wealth Services
West Virginia
$510K +$2.86K +31 +0.6%
CICI
788
Capital Investment Counsel Inc
North Carolina
$501K -$85K -920 -14%
SPC
789
Sigma Planning Corp
Michigan
$500K +$70.4K +762 +16%
GLA
790
Great Lakes Advisors
Illinois
$495K -$275K -2,972 -36%
VA
791
Valmark Advisers
Ohio
$495K -$23.7K -257 -5%
BP
792
Ballentine Partners
Massachusetts
$494K +$9.98K +108 +2%
DWT
793
Dorsey & Whitney Trust
South Dakota
$494K -$144K -1,554 -23%
BCA
794
Bay Colony Advisors
Massachusetts
$494K +$277 +3 +0.1%
WBC
795
Westpac Banking Corp
Australia
$492K – – –
AP
796
Appleton Partners
Massachusetts
$491K -$69.3K -750 -12%
JMFC
797
J.M. Forbes & Co
Massachusetts
$488K – – –
CIG
798
Cascade Investment Group
Colorado
$485K -$26.3K -285 -5%
MG
799
Mather Group
Illinois
$484K +$173K +1,811 +56%
CIM
800
CIM Investment Management
Pennsylvania
$484K -$4.43K -48 -0.9%
30 31
32
33 34