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Edwards Lifesciences

1,219 hedge funds and large institutions have $34.2B invested in Edwards Lifesciences in 2023 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 430 increasing their positions, 466 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $292M | Put options by funds: $154M

0.64% less ownership

Funds ownership: 81.63%80.99% (-0.64%)

8% less repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 466

5% less funds holding

Funds holding: 1,2781,219 (-59)

27% less capital invested

Capital invested by funds: $46.6B → $34.2B (-$12.4B)

28% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 152

68% less funds holding in top 10

Funds holding in top 10: 196 (-13)

Holders
1,219
Holders Change
-59
Holders Change %
-4.62%
% of All Funds
19.35%
Holding in Top 10
6
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-68.42%
% of All Funds
0.1%
New
109
Increased
430
Reduced
466
Closed
152
Calls
$292M
Puts
$154M
Net Calls
+$138M
Net Calls Change
+$83.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LWMNY
901
Landmark Wealth Management (New York)
New York
$277K
MC
902
Middleton & Co
Massachusetts
$276K
CWM
903
Curi Wealth Management
North Carolina
$276K -$4.58K -57 -1%
SMH
904
Sanders Morris Harris
Texas
$275K -$48.2K -600 -13%
SCM
905
Shelton Capital Management
Colorado
$274K
PPC
906
Park Place Capital
Alabama
$273K -$9.64K -120 -3%
MPCG
907
Matrix Private Capital Group
New York
$270K
HAM
908
Hedges Asset Management
Nevada
$270K
QCM
909
Qsemble Capital Management
New York
$270K +$313K +3,900 New
AWA
910
Arete Wealth Advisors
Illinois
$269K -$27.6K -344 -8%
ATC
911
Argent Trust Co
Tennessee
$269K -$23.2K -289 -7%
PT
912
Plimoth Trust
Massachusetts
$267K -$15.2K -189 -5%
PCM
913
Parsons Capital Management
Rhode Island
$266K +$643 +8 +0.2%
GHA
914
Granite Harbor Advisors
Texas
$265K +$12.5K +155 +4%
SSWM
915
Strait & Sound Wealth Management
California
$265K
FCP
916
Fidelis Capital Partners
Florida
$262K -$54.4K -677 -15%
YC
917
Yarbrough Capital
Tennessee
$262K
CAAS
918
Capital Asset Advisory Services
Michigan
$261K -$2.01K -25 -0.7%
CIA
919
Capital Investment Advisors
Georgia
$261K -$8.68K -108 -3%
FP
920
Foundry Partners
Minnesota
$260K -$51.8K -645 -15%
CLOS
921
Compagnie Lombard Odier SCmA
Switzerland
$260K
CFG
922
Cooper Financial Group
California
$260K +$301K +3,750 New
AWP
923
Ascent Wealth Partners
New York
$260K +$8.76K +109 +3%
SG
924
StoneX Group
New York
$258K +$73.6K +916 +33%
MM
925
MQS Management
New York
$258K +$299K +3,723 New