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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 %
CPIG
851
Chicago Partners Investment Group
Illinois
$320K -$22.3K -307 -7%
RWB
852
RMR Wealth Builders
New Jersey
$318K – – –
BFG
853
Berger Financial Group
Minnesota
$316K -$50.8K -666 -14%
LB
854
Legacy Bridge
Iowa
$316K – – –
EFG
855
Ehrlich Financial Group
California
$315K +$315K +4,137 New
SVWAG
856
Sound View Wealth Advisors Group
Georgia
$315K – – –
BBA
857
BLB&B Advisors
Pennsylvania
$314K – – –
BIG
858
Brooklyn Investment Group
New York
$312K +$312K +4,094 New
KIA
859
KCM Investment Advisors
California
$309K -$34.1K -447 -10%
BFA
860
Bragg Financial Advisors
North Carolina
$308K – – –
ACM
861
Accent Capital Management
Ohio
$308K +$308K +4,040 New
MFG
862
Merit Financial Group
Georgia
$307K -$156K -2,049 -34%
FA
863
Fortis Advisors
Pennsylvania
$305K – – –
LWMNY
864
Landmark Wealth Management (New York)
New York
$305K – – –
TW
865
TritonPoint Wealth
Maryland
$304K +$304K +3,990 New
MC
866
Middleton & Co
Massachusetts
$304K – – –
AWA
867
Arete Wealth Advisors
Illinois
$304K +$8.24K +108 +3%
CWM
868
Curi Wealth Management
North Carolina
$303K -$229 -3 -0.1%
SMH
869
Sanders Morris Harris
Texas
$303K – – –
CAG
870
Csenge Advisory Group
Florida
$298K -$185K -2,429 -38%
MPCG
871
Matrix Private Capital Group
New York
$296K -$991 -13 -0.3%
PCM
872
Parsons Capital Management
Rhode Island
$293K +$915 +12 +0.3%
LC
873
Lindbrook Capital
California
$292K +$18.7K +245 +7%
PWM
874
Perigon Wealth Management
California
$290K -$65.1K -854 -18%
GHA
875
Granite Harbor Advisors
Texas
$289K -$3.2K -42 -1%
33 34
35
36 37