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What smart money is saying about Boston ScientificUnited States flag

BSX · Healthcare · Medical - Devices · Market cap $144.97B

3 funds in our archive have pitched Boston Scientific — most recently CDT in May 2026.

Company profile

Boston Scientific Corporation (BSX) operates as a global leader in medical technology, specializing in the design, manufacturing, and commercialization of innovative medical devices tailored for a diverse array of interventional medical specialties across the globe. Its business is strategically organized into three principal segments: MedSurg, Rhythm and Neuro, and Cardiovascular. Within these divisions, the company provides a comprehensive portfolio of solutions addressing various gastrointestinal and pulmonary ailments, as well as urological and pelvic health concerns. This extends to advanced implantable devices for managing cardiac rhythm disorders, such as cardioverter-defibrillators, cardiac resynchronization therapy devices, and pacemakers, complemented by remote patient management systems. Furthermore, Boston Scientific offers sophisticated technologies for diagnosing and treating complex heart rate and rhythm irregularities. These encompass 3-D cardiac mapping and navigation tools, along with a suite of specialized catheters (including ablation, diagnostic, mapping, and intracardiac ultrasound types), delivery sheaths, and related accessories. Its offerings also extend to neurological conditions, providing spinal cord stimulator systems for chronic pain management, indirect decompression systems, and deep brain stimulation systems. In the realm of interventional cardiology, the company's innovations include drug-eluting coronary stent systems designed for treating coronary artery disease, products for percutaneous coronary interventions to combat atherosclerosis, and intravascular imaging catheters (such as ultrasound and fractional flow reserve devices) for assessing coronary arteries, heart chambers, and peripheral vessels. It also develops structural heart therapies. Beyond this, Boston Scientific supplies an array of stents, balloon catheters, wires, and atherectomy systems for the treatment of arterial diseases. For venous conditions, it provides thrombectomy and acoustic pulse thrombolysis systems, alongside wires and stents. Critically, the company also contributes to cancer treatment through peripheral embolization devices, radioactive microspheres, various ablation systems (including cryotherapy), and micro and drainage catheters. The organization was established in 1979 and maintains its corporate headquarters in Marlborough, Massachusetts.

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Summarize with Warren AI
5
Reported positions
3
Bought
1
Sold
9
Letters

Position history

Between Q3 2025 and Q2 2026, 5 fund letters reported a position in Boston Scientific3 opened or added to the position, 1 trimmed or exited.

Fund letters reporting a position in Boston Scientific, by quarter
QuarterLettersBoughtSoldTheses
Q2 20265311
Q4 20250001
Q3 20250001

Fund activity · 5 positions · 4 moves

  • HoldsClearBridge Investments Value Strategy
    June 2026
    Within IT, stock selection was beneficial, led by Micron Technology, the Strategy’s best-performing holding for the quarter.
    Read the letterBoston Scientific
  • New positionClearBridge Investments Large Cap Growth Strategy
    June 2026
    we initiated a position in Boston Scientific in the health care sector and closed out of Parker- Hannifin in the industrials sector and S&P Global in the financials sector.
    Read the letterBoston Scientific
  • AddedArtisan Partners Global Equity Fund
    June 2026
    We added to the position in June as we believe lowered valuations have created an opportunity.
    Read the letterBoston Scientific
  • ExitedClearBridge Investments Appreciation Strategy
    June 2026
    We exited Roblox in communication services, Boston Scientific and AbbVie in health care and Solstice Advanced Materials in materials.
    Read the letterBoston Scientific
  • AddedArtisan Partners Global Equity Strategy
    June 2026
    We added to the position in June as we believe lowered valuations have created an opportunity.
    Read the letterBoston Scientific

Also mentioned · 2

These funds discuss Boston Scientific — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedArtisan Partners Value Equity Strategy
    June 2026
    Our bottom five contributors to return in Q2 were Accenture, CME Group, Salesforce, Boston Scientific and EOG Resources.
    Read the letterBoston Scientific
  • MentionedCDT
    May 2026
    Increasingly insiders from high caliber companies such as Boston Scientific (BSX), Intuit (INTU), Textron (TXT), Flowserve (FLS) and Cencora (COR) are buying up the shares of the businesses they manage.
    Read the letterBoston Scientific

Fund coverage · 3 theses

  • CDT
    May 2026

    Boston Scientific is presented as a high-quality company with insider buying, growing sales, and a valuation discount.

    Read the full thesis
  • Sands Capital Global Leaders
    December 2025

    Boston Scientific is a leading medtech company with strong structural heart and EP franchises, a robust pipeline, and sustained double-digit growth.

    Read the full thesis
  • Polen Focus Growth
    September 2025

    Boston Scientific is a global leader in medical products with strong growth potential driven by its innovative Farapulse and Watchman platforms, likely achieving mid-teens earnings growth over the next 3-5 years.

    Read the full thesis

Read every full thesis on Boston Scientific

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