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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 %
YC
876
Yarbrough Capital
Tennessee
$288K – – –
AF
877
Allworth Financial
California
$288K -$47K -617 -14%
FP
878
Foundry Partners
Minnesota
$286K – – –
CAAS
879
Capital Asset Advisory Services
Michigan
$285K +$4.88K +64 +2%
MLFP
880
MPS Loria Financial Planners
Illinois
$284K +$1.14K +15 +0.4%
CFFP
881
Center for Financial Planning
Michigan
$284K – – –
SSWM
882
Strait & Sound Wealth Management
California
$282K – – –
CL
883
Choreo LLC
Illinois
$281K -$80.1K -1,050 -22%
MC
884
Machina Capital
France
$278K -$264K -3,468 -49%
FCBT
885
First Citizens Bank & Trust
North Carolina
$278K -$198K -2,598 -42%
AWP
886
Ascent Wealth Partners
New York
$278K -$8.01K -105 -3%
PT
887
Plimoth Trust
Massachusetts
$277K -$16.8K -220 -6%
TI
888
Truepoint Inc
Ohio
$277K +$277K +3,633 New
HI
889
Harbour Investments
Wisconsin
$277K +$35.9K +471 +15%
BW
890
Bison Wealth
Georgia
$276K – – –
LCM
891
Logan Capital Management
Pennsylvania
$276K -$1.37K -18 -0.5%
SCM
892
Shelton Capital Management
Colorado
$274K -$27.9K -366 -9%
PTP
893
Platform Technology Partners
New York
$273K – – –
CTC
894
Central Trust Company
Missouri
$273K -$6.79K -89 -2%
MWS
895
Maxwell Wealth Strategies
California
$273K +$273K +3,577 New
DG
896
DMC Group
Alabama
$272K +$11.7K +154 +5%
CC
897
Corton Capital
Ontario, Canada
$270K +$270K +3,546 New
SP
898
Systematic Portfolios
New York
$270K +$270K +3,537 New
LFM
899
LGT Fund Management
Liechtenstein
$268K +$268K +3,500 New
OC
900
Oakworth Capital
Alabama
$267K -$11.1K -145 -4%
34 35
36
37 38