EW icon

Edwards Lifesciences
EW

Overview Fund Activity

1,221 hedge funds and large institutions have $38.3B invested in Edwards Lifesciences in 2022 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 395 increasing their positions, 471 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,221
Holders Change
-19
Holders Change %
-1.53%
% of All Funds
19.7%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.18%
New
145
Increased
395
Reduced
471
Closed
140
Calls
$180M
Puts
$127M
Net Calls
+$52.6M
Net Calls Change
-$6.02M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$352M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$177M
3
Millennium Management
Millennium Management
New York
+$166M
4
AWA
Arete Wealth Advisors
Illinois
+$162M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$161M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$819M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$389M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$346M
4
Sands Capital Management
Sands Capital Management
Virginia
-$216M
5
Ameriprise
Ameriprise
Minnesota
-$92.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
926
Evercore Wealth Management
New York
$244K -$61.5K -824 -20%
PWAG
927
Polaris Wealth Advisory Group
California
$242K – – –
KFI
928
Key Financial Inc
Pennsylvania
$240K – – –
CB
929
Cadence Bank
Mississippi
$239K – – –
CCIA
930
Campbell & Co Investment Adviser
Maryland
$239K +$239K +3,205 New
WAG
931
Winthrop Advisory Group
Massachusetts
$239K – – –
ISWM
932
Independent Solutions Wealth Management
New York
$237K – – –
WA
933
Waverly Advisors
Alabama
$235K +$8.43K +113 +4%
PTP
934
Platform Technology Partners
New York
$234K – – –
JWCA
935
J.W. Cole Advisors
Florida
$234K -$12.6K -169 -5%
WANY
936
Wealthspire Advisors (New York)
New York
$233K +$233K +3,124 New
SWM
937
Seed Wealth Management
Illinois
$233K +$233K +3,120 New
MA
938
Mezzasalma Advisors
New Jersey
$232K – – –
AWM
939
Act Wealth Management
Texas
$231K – – –
WA
940
Wealth Architects
California
$230K +$2.01K +27 +0.9%
CL
941
Choreo LLC
Illinois
$230K +$230K +3,080 New
BFA
942
Bill Few Associates
Pennsylvania
$229K -$17.6K -236 -7%
RAM
943
Roanoke Asset Management
New Jersey
$228K – – –
AWP
944
Ascent Wealth Partners
New York
$226K -$20.7K -278 -8%
WKSWA
945
White Knight Strategic Wealth Advisors
New Jersey
$226K – – –
CFFP
946
Center for Financial Planning
Michigan
$226K +$48.9K +655 +28%
WMP
947
Wealth Management Partners
Arizona
$225K – – –
VWM
948
Valley Wealth Managers
New Jersey
$225K -$5.89K -79 -3%
PAIM
949
Punch & Associates Investment Management
Minnesota
$224K – – –
SOAMC
950
Spirit of America Management Corp
New York
$224K – – –
36 37
38
39 40