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Edwards Lifesciences
EW

Overview Fund Activity

1,286 hedge funds and large institutions have $45.3B invested in Edwards Lifesciences in 2024 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 460 increasing their positions, 462 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
+16
Holders Change %
+1.26%
% of All Funds
18.7%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
122
Increased
460
Reduced
462
Closed
89
Calls
$276M
Puts
$297M
Net Calls
-$21M
Net Calls Change
-$59.1M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$364M
2
SFFS
Stonehage Fleming Financial Services
Jersey
+$213M
3
UBS AM
UBS AM
Illinois
+$143M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$127M
5
Swedbank
Swedbank
Sweden
+$114M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$233M
2
Citadel Advisors
Citadel Advisors
Florida
-$187M
3
BlackRock
BlackRock
New York
-$133M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$85.2M
5
State Street
State Street
Massachusetts
-$70.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
951
Prospera Financial Services
Texas
$284K +$14.6K +158 +5%
ILI
952
Invesco LLC (Illinois)
Illinois
$281K +$19.1K +207 +7%
BPFA
953
Barnes Pettey Financial Advisors
Mississippi
$280K – – –
CBT
954
Central Bank & Trust
Kentucky
$279K – – –
BCM
955
Bourgeon Capital Management
Connecticut
$278K +$369 +4 +0.1%
EFMC
956
Empire Financial Management Company
New York
$277K – – –
SOAMC
957
Spirit of America Management Corp
New York
$277K – – –
EWM
958
Evercore Wealth Management
New York
$276K -$38.2K -414 -12%
PI
959
PFG Investments
New York
$275K -$1.85K -20 -0.7%
Capstone Investment Advisors
960
Capstone Investment Advisors
New York
$274K -$157K -1,696 -36%
WA
961
Wealth Architects
California
$274K +$831 +9 +0.3%
JWCA
962
J.W. Cole Advisors
Florida
$273K +$18.8K +204 +7%
WPW
963
Waldron Private Wealth
Pennsylvania
$272K -$40.6K -440 -13%
RCA
964
Resonant Capital Advisors
Wisconsin
$272K +$18.4K +199 +7%
VC
965
Vestor Capital
Illinois
$272K – – –
AC
966
Avestar Capital
New York
$272K +$39.1K +423 +17%
SW
967
SteelPeak Wealth
California
$271K +$18.4K +199 +7%
IAA
968
Independent Advisor Alliance
North Carolina
$271K +$271K +2,931 New
AWM
969
Act Wealth Management
Texas
$270K -$9.24K -100 -3%
QI
970
Qtron Investments
Massachusetts
$269K – – –
AFT
971
Alpha Family Trust
California
$269K – – –
TPA
972
Trivium Point Advisory
Connecticut
$267K +$35.8K +388 +15%
EFM
973
E Fund Management
China
$267K +$2.03K +22 +0.8%
CCFCSB
974
Cape Cod Five Cents Savings Bank
Massachusetts
$266K +$266K +2,875 New
SIA
975
Schechter Investment Advisors
Michigan
$265K – – –
37 38
39
40 41