What smart money is saying about Edwards Lifesciences
9 funds in our archive have pitched Edwards Lifesciences, most recently Aristotle Value Equity Strategy in June 2026.
Edwards Lifesciences Corporation is a global medical technology firm specializing in sophisticated products and technologies for structural heart conditions, alongside critical care and surgical patient monitoring. With operations spanning the United States, Europe, Japan, and various international territories, the company offers a comprehensive suite of solutions. Their structural heart disease portfolio encompasses transcatheter heart valve replacement systems designed for minimally invasive procedures, as well as transcatheter repair and replacement options specifically targeting mitral and tricuspid valve pathologies, exemplified by their PASCAL and Cardioband systems. Additionally, they provide advanced surgical structural heart solutions, including the INSPIRIS aortic surgical valve, the KONECT RESILIA pre-assembled aortic tissue valved conduit for complex valve, root, and ascending aorta replacements, and the HARPOON Beating Heart Mitral Valve Repair System for patients suffering from degenerative mitral regurgitation. In the realm of critical care, Edwards supplies advanced hemodynamic monitoring systems that assess patients' cardiac function and fluid status in both surgical and intensive care environments. This offering also features the Acumen Hypotension Prediction Index software, which provides early alerts to clinicians regarding potential dangerously low blood pressure. The company distributes its products to healthcare providers through a combination of its proprietary sales force and independent distributor networks. Founded in 1958, Edwards Lifesciences Corporation maintains its headquarters in Irvine, California.
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Fund signal · last 12 months
11 lettersMore funds are buying than selling
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q2 2025 and Q3 2026, 11 fund letters reported a position in Edwards Lifesciences, with 5 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
| Q2 2026 | 7 | 5 | 0 | 7 |
| Q1 2026 | 2 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 11 positions · 6 moves
- September 2026
“Becton, Dickinson & Co. United States 1.2 Health Care Equipment & Supplies Edwards Lifesciences Corp. United States 3.0 Health Care Equipment & Supplies”
Edwards Lifesciences - September 2026
“Edwards Lifesciences Corp. United States 2.6 Health Care Equipment & Supplies”
Edwards Lifesciences - New positionBaillie Gifford Positive ChangeJune 2026
“Share price weakness can create attractive entry points, and during the quarter, we took a position in Edwards Lifesciences .”
Edwards Lifesciences - June 2026
Listed in Artisan Partners Global Opportunities Fund’s reported holdings.
Edwards Lifesciences - New positionBaron Asset FundJune 2026
“We initiated a position in Edwards Lifesciences Corporation , a leading manufacturer of heart valve replacement and repair products.”
Edwards Lifesciences - New positionAristotle Value Equity StrategyJune 2026
“During the quarter, we sold our positions in Atmos Energy and Danaher and purchased Autodesk and Edwards Lifesciences.”
Edwards Lifesciences - June 2026
“Recent Portfolio Activity During the quarter, we sold our positions in Atmos Energy and Danaher and purchased Autodesk and Edwards Lifesciences.”
Edwards Lifesciences - New positionBaillie Gifford Worldwide Positive Change FundJune 2026
“Share price weakness can create attractive entry points, and during the quarter, we took a position in Edwards Lifesciences .”
Edwards Lifesciences - June 2026
“Healthcare is one example here. The sector has been out of favour, and that has weighed on some holdings, but we continue to see significant long-term progress and innovation. We used weakness in the sector as an opportune moment to buy Edwards Lifesciences, a pioneer in minimally invasive heart therapies.”
Edwards Lifesciences - March 2026
“Becton, Dickinson & Co. United States 1.1 Health Care Equipment & Supplies Edwards Lifesciences Corp. United States 2.7 Health Care Equipment & Supplies”
Edwards Lifesciences - March 2026
“Portfolio Holdings Data as of March 31, 2026. Source: FactSet, Hardman Johnston Global Advisors LLC®. The data shown is of a representative portfolio for the Hardman Johnston Select Equity strategy and is for informational purposes only and is not indicative of future portfolio characteristics/returns. Actual results may vary for each client due to specific client guidelines and other factors. The representative portfolio was chosen as most representative of the Select Equity strategy. Future investments may or may not be profitable. C ountry We ig ht ( %) Indus try Communicat ion Serv ices 8.1 Alphabet Inc. United States 7.1 Interactive Media & Services Comcast Corp. United States 0.9 Diversified Telecommunication Services Versant Media Group, Inc. United States 0.1 Media Consumer Discret ionary 2.7 SharkNinja, Inc. United States 2.7 Household Durables Consumer St aples 0.8 Estee Lauder Companies Inc. United States 0.8 Personal Care Products Energy 1.9 Cameco Corporation Canada 1.9 Oil, Gas & Consumable Fuels Financials 9.7 Charles Schwab Corp United States 3.0 Capital Markets Marsh & McLennan Cos. Inc. United States 3.0 Insurance Mastercard Inc. United States 3.8 Financial Services H ealt h Care 17.9 AstraZeneca plc United Kingdom 3.5 Pharmaceuticals Becton, Dickinson & Co. United States 1.4 Health Care Equipment & Supplies Edwards Lifesciences Corp. United States 2.8 Health Care Equipment & Supplies”
Edwards Lifesciences
Also mentioned · 2
These funds discuss Edwards Lifesciences as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedGuinness Global Quality Mid Cap FundJune 2026
“Edwards Lifesciences – a pure-play on structural heart, outpacing Medtronic. Cardiovascular devices have long been the cornerstone of medtech giant Medtronic’s portfolio, and structural heart solutions are an area of growing focus. But in one of the most attractive corners of that market – transcatheter aortic valve replacement, or TAVR – the leader is Edwards Lifesciences.”
Edwards Lifesciences - MentionedBaron Health Care FundJune 2026
“Within health care equipment, lower exposure to this lagging sub-industry and solid performance from Edwards Lifesciences Corporation was a material tailwind in the period.”
Edwards Lifesciences
Fund coverage · 9 theses
- Aristotle Value Equity StrategyJune 2026
Edwards Lifesciences is a structural heart device leader in TAVR and adjacent valve therapies, with high barriers to entry, innovation, and a large underpenetrated growth opportunity.
Read the full thesis - Baron Asset FundJune 2026
Edwards Lifesciences Corporation makes heart valve replacement and repair products, and the fund sees dominant market share, expanding markets, and attractive margins.
Read the full thesis - Baron Health Care FundJune 2026
Edwards Lifesciences specializes in structural heart therapies and is valued for its leadership in mitral and tricuspid replacement with a durable growth runway.
Read the full thesis Edwards Lifesciences develops minimally invasive heart therapies and is viewed as having durable long-term growth that the market underappreciates.
Read the full thesisEdwards Lifesciences offers upside from further TAVR expansion, newer mitral/tricuspid therapies and adjacent cardiovascular growth opportunities.
Read the full thesis- Guinness Global Quality Mid Cap FundJune 2026
Edwards Lifesciences is a leader in TAVR with long runway growth from ageing demographics and therapy expansion.
Read the full thesis - Baillie Gifford Positive ChangeJune 2026
Edwards Lifesciences sells minimally invasive heart therapy devices and is the leading player in a large growing market.
Read the full thesis - Artisan Global Opportunities StrategyMarch 2026
Edwards Lifesciences is a heart valve leader with reaccelerating aortic and fast-growing tricuspid franchises supported by strong data and margin expansion potential.
Read the full thesis - Baron Health Care FundJune 2025
Edwards Lifesciences is well-positioned in the growing TAVR market and has significant potential for growth with its innovative tricuspid valve replacement product, Evoque.
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