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Edwards Lifesciences
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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 %
VCM
1151
Versant Capital Management
Arizona
$44.7K +$30.1K +326 +206%
MSFP
1152
Mark Sheptoff Financial Planning
Connecticut
$44.3K – – –
RA
1153
Rise Advisors
New York
$44.1K – – –
MA
1154
MCF Advisors
Kentucky
$42.3K +$5.36K +58 +15%
JFA
1155
JNBA Financial Advisors
Minnesota
$41.6K – – –
CSWM
1156
Cassady Schiller Wealth Management
Ohio
$38.8K -$27.7K -300 -42%
WB
1157
Webster Bank
Connecticut
$38.8K +$38.8K +420 New
JGIA
1158
Jackson Grant Investment Advisers
Connecticut
$35.6K – – –
DCP
1159
DSM Capital Partners
Florida
$34.3K – – –
MCM
1160
MV Capital Management
Maryland
$34K +$3.05K +33 +10%
NCM
1161
Northwest Capital Management
Oregon
$33.3K – – –
DMBA
1162
Deseret Mutual Benefit Administrators
Utah
$33.1K +$9.24K +100 +39%
RTC
1163
Riverview Trust Company
Washington
$33K – – –
BIA
1164
Bell Investment Advisors
California
$31.9K – – –
FCT
1165
First Community Trust
Iowa
$29K +$29K +314 New
GKIM
1166
GW&K Investment Management
Massachusetts
$28K +$4.7K +51 +20%
TCA
1167
Trifecta Capital Advisors
Illinois
$27.7K – – –
JWM
1168
Janiczek Wealth Management
Colorado
$27.6K – – –
CA
1169
Crewe Advisors
Utah
$26.8K – – –
PPC
1170
Park Place Capital
Alabama
$25.8K -$100K -1,085 -80%
CWM
1171
Compass Wealth Management
Connecticut
$24.4K +$24.4K +264 New
FFO
1172
Fortitude Family Office
Arizona
$24.3K +$3.23K +35 +15%
PP
1173
Pacifica Partners
Canada
$23.9K +$23.9K +262 New
CUAMC
1174
China Universal Asset Management Company
China
$23.6K – – –
MIM
1175
Manitou Investment Management
Ontario, Canada
$22.8K – – –
45 46
47
48 49