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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
$931M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$572M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$597M
4
Brown Advisory
Brown Advisory
Maryland
$1.39B
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$263M

Top Sellers

1
CIM
CCLA Investment Management
United Kingdom
$107M
2
Capital International Investors
Capital International Investors
California
$690M
3
AllianceBernstein
AllianceBernstein
Tennessee
$1.46B
4
Marshall Wace
Marshall Wace
United Kingdom
$7.86M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1176
Solstein Capital
California
$5.87K – – –
PP
1177
Pacifica Partners
Canada
$5.51K – – –
MDCM
1178
Morgan Dempsey Capital Management
Wisconsin
$5.49K – – –
LWANC
1179
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.26K – – –
CAL
1180
Capital Analysts LLC
Pennsylvania
$5K -$1.3K -18 -21%
AA
1181
Ancora Advisors
Ohio
$4.76K -$22.3K -290 -82%
PP
1182
PFS Partners
New Jersey
$4.58K – – –
GWSA
1183
Global Wealth Strategies & Associates
Colorado
$4.58K – – –
BWM
1184
BKM Wealth Management
Wisconsin
$4.58K +$4.58K +60 New
HF
1185
Halpern Financial
Virginia
$4.17K – – –
MSWM
1186
Mowery & Schoenfeld Wealth Management
Illinois
$4.12K +$4.12K +54 New
LAM
1187
Lummis Asset Management
Texas
$4.04K +$4.04K +53 New
FMP
1188
Financial Management Professionals
Texas
$4K – – –
WWM
1189
Wolff Wiese Magana
California
$3.81K -$1.14K -15 -23%
VCM
1190
Versant Capital Management
Arizona
$3.51K +$763 +10 +28%
RG
1191
Retirement Group
California
$3.51K +$2.06K +27 +142%
AEPWM
1192
Atlantic Edge Private Wealth Management
Florida
$3.43K +$3.43K +45 New
ACA
1193
Atlas Capital Advisors
Wyoming
$3.43K – – –
RS
1194
Rakuten Securities
Japan
$3.36K +$3.36K +44 New
SAG
1195
Spotlight Asset Group
Illinois
$3.19K – – –
AW
1196
Avion Wealth
Texas
$3K -$400 -6 -12%
CMP
1197
Coston McIsaac & Partners
Maine
$3K – – –
DF
1198
Dunhill Financial
United Kingdom
$2.99K +$2.99K +39 New
LIM
1199
Longfellow Investment Management
Massachusetts
$2.9K – – –
CCA
1200
Criterion Capital Advisors
Tennessee
$2.82K +$2.82K +37 New
46 47
48
49 50