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What smart money is saying about Edwards Lifesciences CorporationUnited States flag

EW · Healthcare · Medical - Devices · Market cap $47.32B

5 funds in our archive have pitched Edwards Lifesciences Corporation — most recently Baron Health Care Fund in June 2026.

Company profile

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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4
Reported positions
1
Bought
0
Sold
8
Letters

Position history

Between Q2 2025 and Q2 2026, 4 fund letters reported a position in Edwards Lifesciences Corporation1 opened or added to the position.

Fund letters reporting a position in Edwards Lifesciences Corporation, by quarter
QuarterLettersBoughtSoldTheses
Q2 20262103
Q1 20262001
Q2 20250001

Fund activity · 4 positions · 1 move

  • New positionBaillie Gifford Positive Change
    June 2026
    during the quarter, we took a position in Edwards Lifesciences .
    Read the letterEdwards Lifesciences Corporation
  • HoldsArtisan Partners Global Opportunities Fund
    June 2026

    Listed in Artisan Partners Global Opportunities Fund’s reported holdings.

    Read the letterEdwards Lifesciences Corporation
  • HoldsHardman Johnston Large Cap Equity
    March 2026
    Becton, Dickinson & Co. United States 1.1 Health Care Equipment & Supplies Edwards Lifesciences Corp. United States 2.7 Health Care Equipment & Supplies
    Read the letterEdwards Lifesciences Corporation
  • HoldsHardman Johnston Select Equity
    March 2026
    Edwards Lifesciences Corp. United States 2.8 Health Care Equipment & Supplies
    Read the letterEdwards Lifesciences Corporation

Also mentioned · 2

These funds discuss Edwards Lifesciences Corporation — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedGuinness Global Quality Mid Cap Fund
    June 2026
    the leader is Edwards Lifesciences.
    Read the letterEdwards Lifesciences Corporation
  • MentionedBaron Health Care Fund
    June 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.
    Read the letterEdwards Lifesciences Corporation

Fund coverage · 5 theses

  • Baron Health Care Fund
    June 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
  • Guinness Global Quality Mid Cap Fund
    June 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 Change
    June 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 Strategy
    March 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 Fund
    June 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.

    Read the full thesis

Read every full thesis on Edwards Lifesciences Corporation

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