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Edwards Lifesciences

1,226 hedge funds and large institutions have $37.6B invested in Edwards Lifesciences in 2024 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 353 increasing their positions, 500 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $586M | Put options by funds: $264M

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

36% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 140

18% more capital invested

Capital invested by funds: $31.9B → $37.6B (+$5.67B)

5.17% more ownership

Funds ownership: 80.08%85.24% (+5.2%)

3% more funds holding

Funds holding: 1,1931,226 (+33)

29% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 500

Holders
1,226
Holders Change
+33
Holders Change %
+2.77%
% of All Funds
16.15%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
191
Increased
353
Reduced
500
Closed
140
Calls
$586M
Puts
$264M
Net Calls
+$322M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
851
KCM Investment Advisors
California
$304K +$3.57K +51 +1%
WKSWA
852
White Knight Strategic Wealth Advisors
New Jersey
$303K +$287K +4,098 New
CRWM
853
Castle Rock Wealth Management
California
$299K -$6.86K -98 -2%
BIG
854
Brooklyn Investment Group
New York
$298K -$3.92K -56 -1%
SMH
855
Sanders Morris Harris
Texas
$298K
HCM
856
Howard Capital Management
Georgia
$296K +$14.5K +207 +5%
FA
857
Fortis Advisors
Pennsylvania
$296K
JWM
858
JFG Wealth Management
Colorado
$295K +$279K +3,984 New
PA
859
Probity Advisors
Texas
$295K +$279K +3,981 New
CI
860
CX Institutional
Indiana
$294K +$278K +3,968 New
TW
861
TritonPoint Wealth
Maryland
$291K -$12.1K -173 -4%
MFG
862
MidWestOne Financial Group
Iowa
$291K -$78.7K -1,125 -22%
PCG
863
Prosperity Consulting Group
Maryland
$289K +$9.38K +134 +4%
HAM
864
Hedges Asset Management
Nevada
$289K
FA
865
Fagan Associates
New York
$288K -$40.6K -580 -13%
SPC
866
Sigma Planning Corp
Michigan
$286K -$18.8K -268 -6%
EH
867
Equitable Holdings
New York
$285K -$104K -1,484 -28%
CFFP
868
Center for Financial Planning
Michigan
$285K
LFAS
869
Level Four Advisory Services
Texas
$283K -$114K -1,625 -30%
FCP
870
Fidelis Capital Partners
Florida
$283K -$40.6K -580 -13%
PWM
871
Perigon Wealth Management
California
$283K -$5.25K -75 -2%
PPWP
872
Premier Path Wealth Partners
New Jersey
$282K -$32.7K -467 -11%
WAG
873
Winthrop Advisory Group
Massachusetts
$281K
PMSA
874
Patrick M. Sweeney & Associates
Illinois
$281K -$6.3K -90 -2%
PWP
875
Prasad Wealth Partners
Ohio
$277K +$262K +3,745 New