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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 %
WKSWA
1001
White Knight Strategic Wealth Advisors
New Jersey
$247K -$4.43K -48 -2%
SAI
1002
Systematic Alpha Investments
New Jersey
$247K – – –
T
1003
TOBAM
France
$245K -$142K -1,536 -37%
SIM
1004
Sentry Investment Management
Wisconsin
$245K -$50.2K -542 -17%
SAMC
1005
Spectrum Asset Management (California)
California
$243K +$243K +2,631 New
BFA
1006
Bill Few Associates
Pennsylvania
$243K +$20.4K +221 +9%
CAM
1007
Cozad Asset Management
Illinois
$242K – – –
ICP
1008
Interchange Capital Partners
Pennsylvania
$241K +$241K +2,607 New
MSS
1009
Mitchell Sinkler & Starr
Pennsylvania
$240K +$240K +2,800 New
ABC
1010
Associated Banc-Corp
Wisconsin
$240K +$2.03K +22 +0.9%
GWP
1011
Gen-Wealth Partners
Michigan
$239K +$36.5K +395 +18%
BFC
1012
Blue Fin Capital
Rhode Island
$238K +$238K +2,576 New
ISWM
1013
Independent Solutions Wealth Management
New York
$236K +$12.6K +136 +6%
LCM
1014
LCM Capital Management
Illinois
$235K +$11.4K +123 +5%
CFP
1015
Catalyst Financial Partners
Massachusetts
$234K +$21.4K +232 +10%
PL
1016
Parthenon LLC
Kentucky
$233K – – –
MFG
1017
Mosaic Financial Group
Illinois
$233K +$6.47K +70 +3%
VR
1018
Valued Retirements
Texas
$232K -$14.3K -155 -6%
PCTC
1019
Perkins Coie Trust Company
Washington
$232K +$232K +2,508 New
ANTB
1020
AMG National Trust Bank
Colorado
$231K +$9.24K +100 +4%
KWM
1021
Kolinsky Wealth Management
New Jersey
$229K -$1.85K -20 -0.8%
GVAG
1022
Great Valley Advisor Group
Delaware
$227K +$6K +65 +3%
WG
1023
Welch Group
Alabama
$227K – – –
WA
1024
Wealth Alliance
New York
$227K +$12.1K +131 +6%
ATPW
1025
Ashton Thomas Private Wealth
Arizona
$226K +$3.7K +40 +2%
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