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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
CFFP
926
Center for Financial Planning
Michigan
$258K +$55.8K +694 +23%
WSFS
927
Wilmington Savings Fund Society
Delaware
$257K +$10.4K +129 +4%
MLFP
928
MPS Loria Financial Planners
Illinois
$257K
CTC
929
Central Trust Company
Missouri
$254K +$1.93K +24 +0.7%
OC
930
Oakworth Capital
Alabama
$253K
RCA
931
Resonant Capital Advisors
Wisconsin
$252K +$1.45K +18 +0.5%
LCM
932
Logan Capital Management
Pennsylvania
$252K
CI
933
CX Institutional
Indiana
$252K -$71.1K -885 -20%
QPW
934
Quantum Private Wealth
Florida
$251K -$227K -2,820 -44%
BW
935
Bison Wealth
Georgia
$251K -$482 -6 -0.2%
WA
936
Waverly Advisors
Alabama
$250K +$241 +3 +0.1%
LC
937
Lindbrook Capital
California
$248K -$41.1K -511 -12%
II
938
Inspire Investing
Idaho
$248K -$6.1M -75,948 -95%
KCM
939
KRS Capital Management
Michigan
$248K -$27.7K -345 -9%
HIIFS
940
Harel Insurance Investments & Financial Services
Israel
$247K +$121K +1,510 +74%
SIM
941
Sentry Investment Management
Wisconsin
$245K -$44.7K -556 -14%
BEAM
942
Baker Ellis Asset Management
Washington
$242K
SW
943
SteelPeak Wealth
California
$241K +$40.2K +500 +17%
PWS
944
Peterson Wealth Services
Utah
$240K +$2.17K +27 +0.8%
HCA
945
Horan Capital Advisors
Ohio
$239K +$278K +3,455 New
SP
946
Symmetry Partners
Connecticut
$239K -$46.8K -582 -14%
ICG
947
InterOcean Capital Group
Tennessee
$239K -$160K -1,987 -37%
OCBCO
948
Oversea-Chinese Banking Corp (OCBC)
Singapore
$239K
Kovitz Investment Group Partners
949
Kovitz Investment Group Partners
Illinois
$239K -$7.31K -91 -3%
FNT
950
First National Trust
Pennsylvania
$238K -$9.24K -115 -3%