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Edwards Lifesciences
EW

Overview Fund Activity

1,271 hedge funds and large institutions have $46.5B invested in Edwards Lifesciences in 2023 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 429 increasing their positions, 471 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,271
Holders Change
+34
Holders Change %
+2.75%
% of All Funds
20.04%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.28%
New
119
Increased
429
Reduced
471
Closed
78
Calls
$233M
Puts
$178M
Net Calls
+$54.8M
Net Calls Change
+$20.2M

Top Buyers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$130M
2
Capital International Investors
Capital International Investors
California
+$118M
3
SFFS
Stonehage Fleming Financial Services
Jersey
+$114M
4
Norges Bank
Norges Bank
Norway
+$92.5M
5
Amundi
Amundi
France
+$83.9M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$238M
2
Sands Capital Management
Sands Capital Management
Virginia
-$146M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$116M
4
Citadel Advisors
Citadel Advisors
Florida
-$93.1M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$92.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ILI
1026
Invesco LLC (Illinois)
Illinois
$233K +$233K +2,471 New
Nomura Holdings
1027
Nomura Holdings
Japan
$233K +$233K +2,465 New
PP
1028
PDS Planning
Ohio
$232K +$232K +2,463 New
WG
1029
Welch Group
Alabama
$231K – – –
VI
1030
Versor Investments
New York
$231K -$672K -7,122 -74%
WMA
1031
Wealth Management Associates
New Jersey
$230K -$13.3K -141 -5%
RWP
1032
RWA Wealth Partners
Massachusetts
$229K +$229K +2,425 New
APP
1033
Avantax Planning Partners
Iowa
$228K +$228K +2,416 New
ATWA
1034
Arbor Trust Wealth Advisors
Michigan
$227K +$227K +2,410 New
MWA
1035
Martel Wealth Advisors
Washington
$226K +$226K +2,400 New
ANTB
1036
AMG National Trust Bank
Colorado
$226K +$226K +2,400 New
LA
1037
Lifeworks Advisors
Michigan
$226K +$226K +2,400 New
CNWM
1038
Clay Northam Wealth Management
California
$226K +$226K +2,400 New
PFA
1039
Pathway Financial Advisors
Vermont
$226K +$226K +2,391 New
MPW
1040
Monterey Private Wealth
California
$220K +$220K +2,330 New
MW
1041
Marcum Wealth
Ohio
$219K +$219K +2,317 New
JWM
1042
Jeppson Wealth Management
California
$218K +$218K +2,313 New
HFM
1043
Harvest Fund Management
China
$218K +$215K +2,279 +8,139%
PL
1044
Perpetual Ltd
Australia
$218K +$218K +2,308 New
RWP
1045
Revolve Wealth Partners
New Jersey
$217K +$217K +2,305 New
SCM
1046
Suvretta Capital Management
New York
$217K +$217K +2,300 New
FIA
1047
Foundations Investment Advisors
Arizona
$216K +$216K +2,291 New
KWM
1048
Kolinsky Wealth Management
New Jersey
$215K +$215K +2,340 New
CFP
1049
Catalyst Financial Partners
Massachusetts
$215K +$215K +2,276 New
PCS
1050
Personal CFO Solutions
New Jersey
$214K +$214K +2,269 New
40 41
42
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