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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 %
RMDI
976
R.M. Davis Inc
Maine
$212K +$212K +2,785 New
FSA
977
Financial Security Advisor
Virginia
$212K +$212K +2,779 New
HT
978
Heritage Trust
Oklahoma
$212K +$212K +2,775 New
AAIS
979
ABN AMRO Investment Solutions
$211K +$211K +2,773 New
SAMC
980
Spectrum Asset Management (California)
California
$211K +$211K +2,761 New
FFN
981
Focus Financial Network
Minnesota
$209K +$209K +2,742 New
SW
982
SteelPeak Wealth
California
$209K -$57K -748 -21%
WW
983
Westshore Wealth
California
$208K +$208K +2,732 New
PPC
984
Park Place Capital
Alabama
$207K -$93.2K -1,222 -31%
TWM
985
Trueblood Wealth Management
Ohio
$206K +$206K +2,703 New
GIM
986
Groesbeck Investment Management
New Jersey
$206K +$206K +2,700 New
AIM
987
Aurora Investment Managers
Florida
$206K +$206K +2,707 New
VR
988
Valued Retirements
Texas
$204K +$204K +2,681 New
MFG
989
Magnus Financial Group
New York
$204K +$204K +2,678 New
AT
990
Avalon Trust
New Mexico
$204K – – –
CG
991
Corundum Group
Colorado
$204K +$204K +2,671 New
SAI
992
Systematic Alpha Investments
New Jersey
$204K – – –
MPAM
993
Murphy Pohlad Asset Management
Minnesota
$203K +$203K +2,664 New
FWA
994
FSM Wealth Advisors
Ohio
$203K +$203K +2,658 New
RCA
995
Resonant Capital Advisors
Wisconsin
$202K -$75.3K -988 -27%
RWM
996
Ritholtz Wealth Management
New York
$202K +$202K +2,653 New
Wolverine Trading
997
Wolverine Trading
Illinois
$202K +$202K +2,647 New
MA
998
Mutual Advisors
Nebraska
$201K +$201K +2,637 New
PTC
999
Private Trust Company
Ohio
$199K -$11.2K -147 -5%
PMFA
1000
Plante Moran Financial Advisors
Michigan
$197K – – –
38 39
40
41 42