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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 %
PWPS
876
Pinnacle Wealth Planning Services
Ohio
$377K -$10.2K -110 -3%
BIG
877
Brooklyn Investment Group
New York
$375K – – –
KIA
878
KCM Investment Advisors
California
$374K – – –
BFA
879
Bragg Financial Advisors
North Carolina
$374K – – –
SMH
880
Sanders Morris Harris
Texas
$371K – – –
RT
881
Rockland Trust
Massachusetts
$371K -$107K -1,162 -22%
GHA
882
Granite Harbor Advisors
Texas
$370K +$17.1K +185 +5%
LA
883
LM Advisors
California
$370K – – –
FA
884
Fortis Advisors
Pennsylvania
$369K – – –
SF
885
Summit Financial
New Jersey
$369K +$106K +1,143 +40%
PWM
886
Perigon Wealth Management
California
$368K +$13.9K +150 +4%
BWG
887
Berry Wealth Group
Texas
$361K +$37.5K +406 +12%
CTC
888
Central Trust Company
Missouri
$361K – – –
HAM
889
Hedges Asset Management
Nevada
$360K – – –
SWM
890
Spire Wealth Management
Virginia
$359K -$7.03M -76,111 -95%
PCIA
891
Prime Capital Investment Advisors
Kansas
$357K -$159K -1,720 -31%
CFFP
892
Center for Financial Planning
Michigan
$355K +$3.7K +40 +1%
LSAG
893
Lake Street Advisors Group
New Hampshire
$354K +$23.8K +258 +7%
PT
894
Plimoth Trust
Massachusetts
$351K -$2.68K -29 -0.8%
WAG
895
Winthrop Advisory Group
Massachusetts
$351K +$55.4K +600 +19%
HIIFS
896
Harel Insurance Investments & Financial Services
Israel
$350K +$73.3K +792 +26%
CI
897
CX Institutional
Indiana
$349K -$3.51K -38 -1%
CAAS
898
Capital Asset Advisory Services
Michigan
$348K -$1.87K -20 -0.5%
PCM
899
Parsons Capital Management
Rhode Island
$348K -$6.19K -67 -2%
VNA
900
Valley National Advisers
Pennsylvania
$347K +$99.9K +1,083 +40%
34 35
36
37 38