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Edwards Lifesciences

1,219 hedge funds and large institutions have $34.2B invested in Edwards Lifesciences in 2023 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 430 increasing their positions, 466 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $292M | Put options by funds: $154M

0.64% less ownership

Funds ownership: 81.63%80.99% (-0.64%)

8% less repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 466

5% less funds holding

Funds holding: 1,2781,219 (-59)

27% less capital invested

Capital invested by funds: $46.6B → $34.2B (-$12.4B)

28% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 152

68% less funds holding in top 10

Funds holding in top 10: 196 (-13)

Holders
1,219
Holders Change
-59
Holders Change %
-4.62%
% of All Funds
19.35%
Holding in Top 10
6
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-68.42%
% of All Funds
0.1%
New
109
Increased
430
Reduced
466
Closed
152
Calls
$292M
Puts
$154M
Net Calls
+$138M
Net Calls Change
+$83.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
1326
Lifeworks Advisors
Michigan
-$226K -2,400 Closed
MWA
1327
Martel Wealth Advisors
Washington
-$226K -2,400 Closed
PFA
1328
Pathway Financial Advisors
Vermont
-$226K -2,391 Closed
KWM
1329
Kolinsky Wealth Management
New Jersey
-$215K -2,340 Closed
MPW
1330
Monterey Private Wealth
California
-$220K -2,330 Closed
MW
1331
Marcum Wealth
Ohio
-$219K -2,317 Closed
JWM
1332
Jeppson Wealth Management
California
-$218K -2,313 Closed
PL
1333
Perpetual Ltd
Australia
-$218K -2,308 Closed
RWP
1334
Revolve Wealth Partners
New Jersey
-$217K -2,305 Closed
SCM
1335
Suvretta Capital Management
New York
-$217K -2,300 Closed
CFP
1336
Catalyst Financial Partners
Massachusetts
-$215K -2,276 Closed
PCS
1337
Personal CFO Solutions
New Jersey
-$214K -2,269 Closed
EFG
1338
Everhart Financial Group
Ohio
-$210K -2,229 Closed
RBFC
1339
Roman Butler Fullerton & Co
Missouri
-$203K -2,220 Closed
MSR
1340
Main Street Research
Connecticut
-$208K -2,200 Closed
CFO
1341
CVA Family Office
Colorado
-$207K -2,199 Closed
FWA
1342
FSM Wealth Advisors
Ohio
-$203K -2,198 Closed
JCM
1343
J2 Capital Management
Michigan
-$206K -2,188 Closed
AAIS
1344
ABN AMRO Investment Solutions
-$206K -2,179 Closed
CGA
1345
Crescent Grove Advisors
Illinois
-$205K -2,171 Closed
EFM
1346
E Fund Management
China
-$201K -2,126 Closed
TIA
1347
Tiemann Investment Advisors
California
-$200K -2,125 Closed
CCM
1348
CAAS Capital Management
New York
-$145K -1,800 Closed
IAIM
1349
Industrial Alliance Investment Management
Quebec, Canada
-$133K -1,410 Closed
TH
1350
TCTC Holdings
Texas
-$113K -1,200 Closed