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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 %
ACI
976
Alpha Cubed Investments
California
$265K +$265K +2,869 New
CAL
977
Capital Advisors Ltd
Ohio
$264K – – –
SC
978
Schulhoff & Co
Ohio
$264K – – –
KP
979
Keel Point
Alabama
$264K +$61.3K +924 +30%
SMA
980
Sage Mountain Advisors
Georgia
$263K +$263K +2,849 New
WG
981
Wealth Group
North Carolina
$263K +$263K +2,844 New
DSC
982
Duncker Streett & Co
Missouri
$259K – – –
PMFA
983
Plante Moran Financial Advisors
Michigan
$259K – – –
RWM
984
Ritholtz Wealth Management
New York
$259K +$5.36K +58 +2%
FSA
985
Financial Security Advisor
Virginia
$257K – – –
HT
986
Heritage Trust
Oklahoma
$256K – – –
RWM
987
Rockline Wealth Management
New York
$256K +$256K +2,772 New
HI
988
Harbour Investments
Wisconsin
$255K -$1.11K -12 -0.4%
KCM
989
KRS Capital Management
Michigan
$253K – – –
CMI
990
Clare Market Investments
Texas
$253K +$11.5K +124 +5%
PWP
991
Phillips Wealth Planners
Mississippi
$251K +$33.7K +359 +15%
TGAM
992
TBH Global Asset Management
Tennessee
$251K +$251K +2,719 New
AG
993
Ascent Group
Virginia
$251K -$126K -1,364 -33%
EFG
994
Everhart Financial Group
Ohio
$250K +$250K +2,710 New
AIM
995
Aurora Investment Managers
Florida
$250K – – –
CGA
996
Crescent Grove Advisors
Illinois
$250K +$48.5K +525 +24%
PTC
997
Private Trust Company
Ohio
$249K +$9.33K +101 +4%
GIM
998
Groesbeck Investment Management
New Jersey
$249K – – –
MFG
999
Magnus Financial Group
New York
$248K +$924 +10 +0.4%
WW
1000
Westshore Wealth
California
$248K -$1.76K -19 -0.7%
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