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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 %
EWM
1126
Evermay Wealth Management
Virginia
$69K +$67K +725 +3,295%
RFG
1127
RFP Financial Group
Georgia
$67K – – –
CA
1128
Continuum Advisory
Idaho
$66.9K +$185 +2 +0.3%
PGAM
1129
Princeton Global Asset Management
New Jersey
$64.7K – – –
LI
1130
LRI Investments
Florida
$64.4K +$51.6K +559 +405%
CFD
1131
Creative Financial Designs
Indiana
$60K +$9.88K +107 +20%
GA
1132
GoalVest Advisory
New York
$59.6K -$2.77K -30 -4%
SWA
1133
SOA Wealth Advisors
New York
$59.4K -$8.78K -95 -13%
EWA
1134
EverSource Wealth Advisors
Alabama
$58.8K +$17.7K +280 +43%
OA
1135
Operose Advisors
Wisconsin
$58.7K – – –
SS
1136
Sunbelt Securities
Texas
$58.1K – – –
UIA
1137
Ulland Investment Advisors
Minnesota
$57K -$15.3K -165 -21%
UCB
1138
United Community Bank
South Carolina
$55.4K – – –
BFS
1139
Burkett Financial Services
South Carolina
$55.4K – – –
IRAG
1140
Investment Research & Advisory Group
Georgia
$55.4K – – –
CFM
1141
Catalyst Funds Management
Australia
$55.4K +$55.4K +600 New
HWA
1142
HHM Wealth Advisors
Tennessee
$55.4K +$55.4K +600 New
TFIPS
1143
Towarzystwo Funduszy Inwestycyjnych PZU SA
$52.7K – – –
VWM
1144
Venturi Wealth Management
Texas
$51.3K +$29.6K +320 +136%
Loomis, Sayles & Company
1145
Loomis, Sayles & Company
Massachusetts
$50K +$1.02K +11 +2%
FIM
1146
FWL Investment Management
Texas
$49.9K – – –
JWA
1147
JFS Wealth Advisors
Pennsylvania
$49.3K +$647 +7 +1%
NECFA
1148
New England Capital Financial Advisors
Connecticut
$48.8K – – –
SNB
1149
Security National Bank
Nebraska
$46.2K -$14.3K -155 -24%
PP
1150
Pingora Partners
Wyoming
$46.2K – – –
44 45
46
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