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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
18.11%
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 %
MSFP
1101
Mark Sheptoff Financial Planning
Connecticut
$36.6K – – –
CFD
1102
Creative Financial Designs
Indiana
$35.8K – – –
FWM
1103
FSA Wealth Management
Massachusetts
$35K +$35K +455 New
JFA
1104
JNBA Financial Advisors
Minnesota
$34.3K – – –
ODG
1105
O'Dell Group
Ohio
$33.9K +$33.9K +444 New
TCWA
1106
Turtle Creek Wealth Advisors
Texas
$33.6K +$33.6K +441 New
RIM
1107
Rockbridge Investment Management
New York
$32.9K +$32.9K +432 New
MA
1108
MCF Advisors
Kentucky
$30.3K -$1.07K -14 -3%
JGIA
1109
Jackson Grant Investment Advisers
Connecticut
$29.4K -$12.4K -163 -30%
Jones Financial Companies
1110
Jones Financial Companies
Missouri
$28.3K +$2.82K +37 +11%
DCP
1111
DSM Capital Partners
Florida
$28.3K +$28.3K +371 New
SAM
1112
Smartleaf Asset Management
Massachusetts
$28.2K +$28.2K +384 New
NCM
1113
Northwest Capital Management
Oregon
$27.5K – – –
MCM
1114
MV Capital Management
Maryland
$27.1K +$4.04K +53 +17%
BIA
1115
Bell Investment Advisors
California
$26.4K -$9.23K -121 -26%
CAC
1116
Core Alternative Capital
Georgia
$24.9K -$2.82K -37 -10%
CH
1117
Canton Hathaway
Rhode Island
$24K – – –
TCA
1118
Trifecta Capital Advisors
Illinois
$22.9K – – –
JWM
1119
Janiczek Wealth Management
Colorado
$22.8K -$21.6K -283 -49%
TFA
1120
Toth Financial Advisory
Virginia
$22.5K -$4.96K -65 -18%
HGERS
1121
Householder Group Estate & Retirement Specialist
Arizona
$22K – – –
CWP
1122
Concord Wealth Partners
Virginia
$21.2K -$4.42K -58 -17%
TC
1123
Truvestments Capital
Florida
$20.6K – – –
SPWM
1124
Spartan Planning & Wealth Management
North Carolina
$20.4K +$20.4K +268 New
DMBA
1125
Deseret Mutual Benefit Administrators
Utah
$19.7K -$610 -8 -3%
43 44
45
46 47