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Edwards Lifesciences

1,219 hedge funds and large institutions have $34.2B invested in Edwards Lifesciences in 2023 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 430 increasing their positions, 466 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $292M | Put options by funds: $154M

0.64% less ownership

Funds ownership: 81.63%80.99% (-0.64%)

8% less repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 466

5% less funds holding

Funds holding: 1,2781,219 (-59)

27% less capital invested

Capital invested by funds: $46.6B → $34.2B (-$12.4B)

28% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 152

68% less funds holding in top 10

Funds holding in top 10: 196 (-13)

Holders
1,219
Holders Change
-59
Holders Change %
-4.62%
% of All Funds
19.35%
Holding in Top 10
6
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-68.42%
% of All Funds
0.1%
New
109
Increased
430
Reduced
466
Closed
152
Calls
$292M
Puts
$154M
Net Calls
+$138M
Net Calls Change
+$83.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1101
Mark Sheptoff Financial Planning
Connecticut
$33.3K
CFD
1102
Creative Financial Designs
Indiana
$32.6K +$3.29K +41 +10%
BIA
1103
Bell Investment Advisors
California
$32.4K -$5.14K -64 -12%
JWA
1104
JFS Wealth Advisors
Pennsylvania
$31.6K
JFA
1105
JNBA Financial Advisors
Minnesota
$31.2K -$2.65K -33 -7%
BCMLT
1106
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.4K
MA
1107
MCF Advisors
Kentucky
$28.5K
CAC
1108
Core Alternative Capital
Georgia
$25.2K
NCM
1109
Northwest Capital Management
Oregon
$24.9K
TFA
1110
Toth Financial Advisory
Virginia
$24.9K +$4.9K +61 +20%
AA
1111
Ancora Advisors
Ohio
$24.4K +$23.3K +290 +468%
CWP
1112
Concord Wealth Partners
Virginia
$23.3K -$2.01K -25 -7%
Jones Financial Companies
1113
Jones Financial Companies
Missouri
$23.1K -$4.82K -60 -15%
CH
1114
Canton Hathaway
Rhode Island
$22K
CTB
1115
Country Trust Bank
Illinois
$21.1K
MCM
1116
MV Capital Management
Maryland
$21K -$25.8K -321 -51%
TCA
1117
Trifecta Capital Advisors
Illinois
$20.8K
HGERS
1118
Householder Group Estate & Retirement Specialist
Arizona
$20.1K +$23.3K +290 New
TC
1119
Truvestments Capital
Florida
$18.7K
DMBA
1120
Deseret Mutual Benefit Administrators
Utah
$18.4K
CWM
1121
Compass Wealth Management
Connecticut
$18.3K +$21.2K +264 New
CG
1122
Cutler Group
California
$18K -$8.04K -100 -27%
SFG
1123
Steward Financial Group
Texas
$18K +$9.4K +117 +77%
CUAMC
1124
China Universal Asset Management Company
China
$17.7K
MIM
1125
Manitou Investment Management
Ontario, Canada
$17.1K