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Edwards Lifesciences
EW

Overview Fund Activity

1,271 hedge funds and large institutions have $46.5B invested in Edwards Lifesciences in 2023 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 429 increasing their positions, 471 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,271
Holders Change
+34
Holders Change %
+2.75%
% of All Funds
20.04%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.28%
New
119
Increased
429
Reduced
471
Closed
78
Calls
$233M
Puts
$178M
Net Calls
+$54.8M
Net Calls Change
+$20.2M

Top Buyers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$130M
2
Capital International Investors
Capital International Investors
California
+$118M
3
SFFS
Stonehage Fleming Financial Services
Jersey
+$114M
4
Norges Bank
Norges Bank
Norway
+$92.5M
5
Amundi
Amundi
France
+$83.9M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$238M
2
Sands Capital Management
Sands Capital Management
Virginia
-$146M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$116M
4
Citadel Advisors
Citadel Advisors
Florida
-$93.1M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$92.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OHIS
876
Oak Harvest Investment Services
Texas
$386K +$386K +4,092 New
CPIG
877
Chicago Partners Investment Group
Illinois
$385K +$15K +187 +4%
WEG
878
World Equity Group
Illinois
$384K -$14.8M -156,686 -97%
PPC
879
Park Place Capital
Alabama
$383K -$70.3K -745 -16%
PT
880
Plimoth Trust
Massachusetts
$382K -$2.36K -25 -0.6%
BFA
881
Bragg Financial Advisors
North Carolina
$381K – – –
CWM
882
Curi Wealth Management
North Carolina
$381K – – –
SP
883
Symmetry Partners
Connecticut
$381K – – –
FA
884
Fortis Advisors
Pennsylvania
$377K -$47.2K -500 -11%
LWMNY
885
Landmark Wealth Management (New York)
New York
$377K – – –
MC
886
Middleton & Co
Massachusetts
$376K -$163K -1,732 -30%
MLL
887
Moody Lynn & Lieberson
Massachusetts
$373K +$2.17K +23 +0.6%
SCM
888
Shelton Capital Management
Colorado
$373K – – –
MIP
889
Marietta Investment Partners
Wisconsin
$373K -$566 -6 -0.2%
PCIA
890
Prime Capital Investment Advisors
Kansas
$371K +$371K +3,938 New
KCM
891
KRS Capital Management
Michigan
$370K +$9.43K +100 +3%
PCM
892
Penserra Capital Management
California
$370K +$367K +3,895 +11,456%
HPC
893
HM Payson & Co
Maine
$370K -$22.6K -240 -6%
MPCG
894
Matrix Private Capital Group
New York
$368K – – –
HAM
895
Hedges Asset Management
Nevada
$368K – – –
CIA
896
Capital Investment Advisors
Georgia
$366K +$366K +3,878 New
SVWAG
897
Sound View Wealth Advisors Group
Georgia
$364K -$27.5K -291 -7%
CCIA
898
Campbell & Co Investment Adviser
Maryland
$363K +$363K +3,849 New
DWP
899
Daymark Wealth Partners
Ohio
$363K +$130K +1,380 +56%
PWPS
900
Pinnacle Wealth Planning Services
Ohio
$361K -$12.5K -133 -3%
34 35
36
37 38