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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 %
IFWM
801
Institute for Wealth Management
Colorado
$484K +$739 +8 +0.2%
WA
802
Waverly Advisors
Alabama
$484K +$2.22K +24 +0.5%
BTI
803
Blue Trust Inc
Georgia
$483K +$133K +1,397 +38%
ACM
804
Avalon Capital Management
California
$481K +$481K +5,212 New
RCM
805
Radnor Capital Management
Pennsylvania
$479K – – –
FHB
806
First Hawaiian Bank
Hawaii
$474K -$3.79K -41 -0.8%
VFA
807
Valeo Financial Advisors
Indiana
$474K +$32.7K +354 +7%
MHS
808
M Holdings Securities
Oregon
$473K +$473K +5,125 New
BG
809
Bahl & Gaynor
Ohio
$471K – – –
BMC
810
Benin Management Corp
Connecticut
$470K +$3.97K +43 +0.9%
MFIM
811
Mesirow Financial Investment Management
Illinois
$469K – – –
MFG
812
MidWestOne Financial Group
Iowa
$468K +$1.39K +15 +0.3%
NPA
813
Nichols & Pratt Advisers
Massachusetts
$466K – – –
JAG
814
Journey Advisory Group
Kentucky
$466K -$351K -3,799 -43%
LCM
815
Liberty Capital Management
Michigan
$466K – – –
GJWM
816
Gilliland Jeter Wealth Management
Arkansas
$465K -$4.25K -46 -0.9%
SL
817
Sentinus LLC
Illinois
$462K +$7.3K +79 +2%
PAM
818
Palisade Asset Management
Minnesota
$460K – – –
IA
819
IFP Advisors
Florida
$451K +$84.9K +919 +23%
FCI
820
Financial Counselors Inc
Kansas
$449K -$198K -2,142 -31%
CT
821
Chicago Trust
Illinois
$448K -$42.2K -457 -9%
HBT
822
Hills Bank & Trust
Iowa
$448K – – –
WH
823
Willner & Heller
California
$447K -$16.2K -175 -3%
OC
824
Oarsman Capital
Wisconsin
$445K – – –
HI
825
Humankind Investments
New York
$441K +$85.4K +925 +24%
31 32
33
34 35