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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 %
BEAM
901
Baker Ellis Asset Management
Washington
$267K – – –
FNT
902
First National Trust
Pennsylvania
$266K +$4.04K +53 +2%
LSAG
903
Lake Street Advisors Group
New Hampshire
$266K +$266K +3,494 New
EWM
904
Evercore Wealth Management
New York
$266K +$17K +223 +7%
SP
905
Symmetry Partners
Connecticut
$265K – – –
WPW
906
Waldron Private Wealth
Pennsylvania
$265K -$57.3K -751 -18%
OTPPB
907
Ontario Teachers' Pension Plan Board
Ontario, Canada
$265K -$60.8K -797 -19%
First Manhattan
908
First Manhattan
New York
$265K -$110K -1,443 -29%
ATC
909
Argent Trust Co
Tennessee
$263K -$32.7K -429 -11%
SC
910
Sonen Capital
California
$261K -$371K -4,865 -59%
SYBT
911
Stock Yards Bank & Trust
Kentucky
$258K -$52.4K -687 -17%
IAG
912
Investment Advisory Group
Massachusetts
$258K +$686 +9 +0.3%
BC
913
Burney Company
Virginia
$258K -$66.7K -875 -21%
DI
914
DDFG Inc
California
$257K – – –
WA
915
Waverly Advisors
Alabama
$257K -$19.1K -250 -7%
JF
916
Jump Financial
Illinois
$253K -$8.74M -114,662 -97%
TPA
917
Trivium Point Advisory
Connecticut
$252K -$1.66M -21,765 -87%
SWC
918
Spectrum Wealth Counsel
Indiana
$250K +$250K +3,279 New
SFG
919
SevenBridge Financial Group
Pennsylvania
$249K – – –
AI
920
Atom Investors
Texas
$248K -$277K -3,629 -53%
EBA
921
Eagle Bay Advisors
New York
$247K -$15.3K -200 -6%
WAG
922
Winthrop Advisory Group
Massachusetts
$247K -$14.1K -185 -5%
GA
923
Geller Advisors
New York
$247K +$26.2K +343 +12%
PWM
924
Purus Wealth Management
California
$244K +$5.49K +72 +2%
SIM
925
Sentry Investment Management
Wisconsin
$243K -$26.1K -343 -10%
35 36
37
38 39