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Edwards Lifesciences
EW

Overview Fund Activity

1,314 hedge funds and large institutions have $66.5B invested in Edwards Lifesciences in 2021 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 459 increasing their positions, 415 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,314
Holders Change
+94
Holders Change %
+7.7%
% of All Funds
20.29%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.42%
New
207
Increased
459
Reduced
415
Closed
94
Calls
$250M
Puts
$239M
Net Calls
+$11.5M
Net Calls Change
-$23.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$519M
2
Brown Advisory
Brown Advisory
Maryland
+$330M
3
UBS AM
UBS AM
Illinois
+$285M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$199M
5
Capital International Investors
Capital International Investors
California
+$162M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$636M
2
Wells Fargo
Wells Fargo
California
-$364M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$261M
4
JSP
Jackson Square Partners
California
-$147M
5
OCBV
Ownership Capital B.V.
Netherlands
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
951
Key Financial Inc
Pennsylvania
$376K – – –
CA
952
Clearstead Advisors
Ohio
$375K -$25.6K -198 -6%
ACM
953
Advisors Capital Management
New Jersey
$375K +$22.9K +177 +7%
AIM
954
Acropolis Investment Management
Missouri
$371K – – –
SEM
955
Suncoast Equity Management
Florida
$371K +$26.6K +205 +8%
SC
956
Schulhoff & Co
Ohio
$369K – – –
TC
957
TownSquare Capital
Utah
$368K – – –
STA
958
Summit Trail Advisors
New York
$368K +$40.3K +311 +12%
SMA
959
Sage Mountain Advisors
Georgia
$365K +$20.5K +158 +6%
PL
960
Pluribus Labs
California
$365K +$365K +2,817 New
FANJ
961
Financial Architects (New Jersey)
New Jersey
$363K +$13K +100 +4%
WMA
962
Wealth Management Associates
New Jersey
$360K -$86.8K -670 -19%
MFG
963
Magnus Financial Group
New York
$354K – – –
OHWP
964
Oak Harbor Wealth Partners
North Carolina
$354K +$354K +2,736 New
MAM
965
Marquette Asset Management
Minnesota
$351K – – –
RMDI
966
R.M. Davis Inc
Maine
$350K -$7.39K -57 -2%
GIM
967
Groesbeck Investment Management
New Jersey
$350K – – –
GSWM
968
Golden State Wealth Management
California
$350K +$65K +502 +23%
RWP
969
Revolve Wealth Partners
New Jersey
$350K +$350K +2,703 New
IA
970
Inspire Advisors
Idaho
$349K +$349K +2,690 New
SAMC
971
Spectrum Asset Management (California)
California
$347K – – –
SAI
972
Systematic Alpha Investments
New Jersey
$346K – – –
MPAM
973
Murphy Pohlad Asset Management
Minnesota
$345K – – –
BMC
974
Beaton Management Company
Massachusetts
$340K – – –
WE
975
Wealth Effects
Massachusetts
$340K +$340K +2,625 New
37 38
39
40 41