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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 %
FG
1201
Fairman Group
Pennsylvania
$2.75K +$2.75K +36 New
TFM
1202
TFC Financial Management
Massachusetts
$2.67K -$610 -8 -19%
MHR
1203
Matthew Hamilton Rosenberg
$2.44K -$7.63K -100 -76%
HFM
1204
Hartford Financial Management
Connecticut
$2.29K – – –
CCM
1205
Chilton Capital Management
Texas
$2.29K +$2.29K +30 New
RCM
1206
Raleigh Capital Management
North Carolina
$2.29K +$2.29K +30 New
IPW
1207
Impact Partnership Wealth
Georgia
$2.21K -$9.07K -119 -80%
SIS
1208
Sound Income Strategies
Florida
$2.21K – – –
CTWM
1209
Cherry Tree Wealth Management
Minnesota
$1.98K – – –
LFG
1210
Larson Financial Group
Missouri
$1.83K -$4.73K -62 -72%
CAM
1211
Creekmur Asset Management
Illinois
$1.83K +$1.83K +24 New
S
1212
Sachetta
Massachusetts
$1.6K +$1.6K +21 New
HWP
1213
Highline Wealth Partners
California
$1.6K – – –
FRA
1214
Frank Rimerman Advisors
California
$1.6K +$1.6K +21 New
DIP
1215
DT Investment Partners
Pennsylvania
$1.55K – – –
CTC
1216
Cetera Trust Company
Minnesota
$1.53K +$1.53K +20 New
IAIM
1217
International Assets Investment Management
Florida
$1.39K +$1.39K +106,064 New
DPW
1218
DiNuzzo Private Wealth
Pennsylvania
$1.37K +$1.37K +18 New
FGAM
1219
Financial Gravity Asset Management
Texas
$1.3K +$136 +2 +12%
PS
1220
Planned Solutions
California
$1.3K +$1.3K +17 New
TSW
1221
Thompson Siegel & Walmsley
Virginia
$1K – – –
KFS
1222
Kelly Financial Services
Massachusetts
$915 – – –
AP
1223
Aspect Partners
Virginia
$915 +$915 +12 New
SIC
1224
SJS Investment Consulting
Ohio
$839 – – –
BCMLT
1225
Beacon Capital Management LLC (Tennessee)
Tennessee
$831 -$20.8K -300 -96%
47 48
49
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