EDWARDS LIFESCIENCES CORP EW
COM · Common Stock · CUSIP 28176E108 · ISIN US28176E1082
American medical technology company
- SectorHealth care
- IndustryOrthopedic, Prosthetic & Surgical Appliances & Supplies
- HeadquartersIrvine, CA
- Founded1956
- Websiteedwardslifesciences.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($113.6m this quarter). Holder counts are more reliable. Shares outstanding: 606.2m as of 2023-04-25, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $82.78. Options: 27 managers hold calls ($174.4m notional), 25 hold puts ($139.9m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,249 |
| Q4 2022 | 1,232 |
| Q1 2023 | 1,250 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 484 | 615 |
| Q1 2023 | 573 | 524 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $188.9m | $131.1m | 0.69 |
| Q4 2022 | $179.8m | $127.2m | 0.71 |
| Q1 2023 | $174.4m | $139.9m | 0.80 |
Biggest buyers
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added | +5.4m |
| Capital International Investors | Added | +3.0m |
| FMR LLC | Added | +1.7m |
| GOLDMAN SACHS GROUP INC | Added | +1.3m |
| CIBC Private Wealth Group LLC | Added | +1.1m |
| MARSHALL WACE, LLP | Added | +811.8k |
| SCOUT INVESTMENTS, INC. | New | +754.6k |
| Man Group plc | New | +616.2k |
| JPMORGAN CHASE & CO | Added | +587.5k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +578.3k |
Biggest sellers
| MILLENNIUM MANAGEMENT LLC | Reduced | -3.1m |
| AMERICAN CENTURY COMPANIES INC | Reduced | -1.8m |
| Amundi | Reduced | -1.6m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -1.5m |
| DEUTSCHE BANK AG\ | Reduced | -1.5m |
| ALLIANCEBERNSTEIN L.P. | Reduced | -1.4m |
| SANDS CAPITAL MANAGEMENT, LLC | Reduced | -1.3m |
| BlackRock Inc. | Reduced | -1.3m |
| Man Group plc | Sold out | -1.1m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -1.0m |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $52.9m639.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $27.6m333.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $22.0m266.1k shares |
| JANE STREET GROUP, LLC | Added | $14.7m178.0k shares |
| Parallax Volatility Advisers, L.P. | Added | $13.2m159.7k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $6.3m76.5k shares |
| Cubist Systematic Strategies, LLC | Reduced | $5.0m60.6k shares |
| PEAK6 Investments LLC | Reduced | $4.8m57.8k shares |
| Walleye Trading LLC | Added | $4.7m57.4k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $4.4m52.6k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $50.3m608.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $18.1m218.2k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $13.5m163.7k shares |
| Baader Bank Aktiengesellschaft | Reduced | $9.6m116.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $7.5m90.3k shares |
| Cubist Systematic Strategies, LLC | Reduced | $7.3m88.6k shares |
| Parallax Volatility Advisers, L.P. | Added | $5.3m63.9k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $5.1m61.7k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Added | $4.1m49.0k shares |
| Walleye Trading LLC | Reduced | $3.5m41.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.5% |
| BlackRock, Inc. 13G · institution filed 2025-10-17 | 7.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q1 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $168.3k | 6 | $23.7m | — |
| Q1 2022 | 0 | — | 7 | $28.1m | — |
| Q2 2022 | 0 | — | 9 | $26.9m | — |
| Q3 2022 | 0 | — | 6 | $10.7m | — |
| Q4 2022 | 0 | — | 4 | $8.8m | — |
| Q1 2023 | 0 | — | 5 | $8.4m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-03-15 | Chopra Daveen CVP, TMTT | Sold | $343.6k4.4k shares |
| 2023-03-14 | MUSSALLEM MICHAEL A Chairman & CEO, director | Sold | $1.5m19.9k shares |
| 2023-03-08 | BOBO DONALD E JR CVP,Strategy/Corp Development | Sold | $517.6k6.7k shares |
| 2023-03-08 | Lemercier Jean-Luc M CVP, EMEACLA and JAPAC | Sold | $511.0k6.6k shares |
| 2023-02-16 | STONE HEISZ LESLIE Director | Sold | $742.9k9.7k shares |
| 2023-02-15 | Chopra Daveen CVP, TMTT | Sold | $304.0k4.0k shares |
| 2023-02-14 | MUSSALLEM MICHAEL A Chairman & CEO, director | Sold | $1.5m19.9k shares |
| 2023-02-06 | BOBO DONALD E JR CVP,Strategy/Corp Development | Sold | $543.0k6.7k shares |
| 2023-01-17 | Chopra Daveen CVP, TMTT | Sold | $312.0k4.0k shares |
| 2023-01-13 | MUSSALLEM MICHAEL A Chairman & CEO, director | Sold | $1.6m19.9k shares |
| 2023-01-09 | BOBO DONALD E JR CVP,Strategy/Corp Development | Sold | $521.2k6.7k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.13% of their portfolio | 51.8m $4.3bn | Reduced -1.3m |
| VANGUARD GROUP INC 0.11% of their portfolio | 51.8m $4.3bn | Added +191.8k |
| STATE STREET CORP 0.13% of their portfolio | 26.9m $2.2bn | Reduced -356.0k |
| Capital International Investors 0.55% of their portfolio | 25.8m $2.1bn | Added +3.0m |
| ALLIANCEBERNSTEIN L.P. 0.72% of their portfolio | 20.4m $1.7bn | Reduced -1.4m |
| Bank of New York Mellon Corp 0.33% of their portfolio | 18.2m $1.5bn | Reduced -990.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.26% of their portfolio | 15.9m $1.3bn | Added +578.3k |
| BROWN ADVISORY INC 1.97% of their portfolio | 14.1m $1.2bn | Reduced -252.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.13% of their portfolio | 12.2m $1.0bn | Added +78.4k |
| NORGES BANK 0.16% of their portfolio | 8.6m $715.3m | Reduced -177.7k |
| Fisher Asset Management, LLC 0.39% of their portfolio | 7.8m $646.9m | Added +146.9k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.08% of their portfolio | 7.7m $639.5m | Added +5.4m |
| MORGAN STANLEY 0.06% of their portfolio | 6.8m $566.0m | Reduced -342.5k |
| NORTHERN TRUST CORP 0.11% of their portfolio | 6.6m $541.9m | Added +16.5k |
| Amundi 0.29% of their portfolio | 6.5m $541.7m | Reduced -1.6m |
| SANDS CAPITAL MANAGEMENT, LLC 1.69% of their portfolio | 6.2m $513.6m | Reduced -1.3m |
| BANK OF AMERICA CORP /DE/ 0.05% of their portfolio | 5.3m $437.0m | Added +226.3k |
| Nuveen Asset Management, LLC 0.15% of their portfolio | 5.0m $413.2m | Reduced -424.8k |
| MARSHALL WACE, LLP 1.01% of their portfolio | 5.0m $410.8m | Added +811.8k |
| GOLDMAN SACHS GROUP INC 0.11% of their portfolio | 4.7m $391.8m | Added +1.3m |
| Legal & General Group Plc 0.14% of their portfolio | 4.6m $383.7m | Added +108.5k |
| ROYAL BANK OF CANADA 0.11% of their portfolio | 4.5m $369.7m | Reduced -348.2k |
| JANUS HENDERSON GROUP PLC 0.23% of their portfolio | 4.2m $347.6m | Added +374.5k |
| Ownership Capital B.V. 5.97% of their portfolio | 4.1m $339.6m | Reduced -50.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.16% of their portfolio | 3.9m $326.4m | Added +185.7k |
| FMR LLC 0.01% of their portfolio | 3.7m $305.2m | Added +1.7m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.08% of their portfolio | 3.3m $275.7m | Added +62.4k |
| Invesco Ltd. 0.07% of their portfolio | 3.2m $260.9m | Added +280.8k |
| D. E. Shaw & Co., Inc. 0.40% of their portfolio | 3.0m $250.5m | Added +218.1k |
| Holocene Advisors, LP 1.16% of their portfolio | 2.8m $232.6m | Added +178.8k |
| Champlain Investment Partners, LLC 1.44% of their portfolio | 2.8m $228.6m | Reduced -189.2k |
| TWO SIGMA ADVISERS, LP 0.56% of their portfolio | 2.6m $216.4m | Reduced -888.6k |
| AMERICAN CENTURY COMPANIES INC 0.16% of their portfolio | 2.5m $208.8m | Reduced -1.8m |
| Swiss National Bank 0.14% of their portfolio | 2.5m $203.0m | Reduced -66.0k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 2.4m $199.6m | Added +587.5k |
| CIBC Private Wealth Group LLC 0.19% of their portfolio | 2.3m $175.8m | Added +1.1m |
| AMERIPRISE FINANCIAL INC 0.06% of their portfolio | 2.2m $182.0m | Added +21.1k |
| UBS Group AG 0.08% of their portfolio | 2.1m $177.7m | Reduced -162.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.23% of their portfolio | 2.1m $174.4m | Reduced -620.9k |
| Harding Loevner LP 0.95% of their portfolio | 2.0m $167.7m | Reduced -15.7k |
| PRIMECAP MANAGEMENT CO/CA/ 0.14% of their portfolio | 1.9m $160.2m | Reduced -30.0k |
| NEUBERGER BERMAN GROUP LLC 0.14% of their portfolio | 1.9m $156.1m | Reduced -61.4k |
| DEUTSCHE BANK AG\ 0.09% of their portfolio | 1.9m $153.5m | Reduced -1.5m |
| Sumitomo Mitsui Trust Group, Inc. 0.11% of their portfolio | 1.9m $153.4m | Reduced -408.2k |
| FRANKLIN RESOURCES INC 0.07% of their portfolio | 1.8m $147.8m | Reduced -807.1k |
| CI INVESTMENTS INC. 0.73% of their portfolio | 1.7m $144.8m | Reduced -611.5k |
| HSBC HOLDINGS PLC 0.18% of their portfolio | 1.7m $142.4m | Added +370.8k |
| Railway Pension Investments Ltd 1.46% of their portfolio | 1.7m $142.6m | Reduced -81.0k |
| MACQUARIE GROUP LTD 0.17% of their portfolio | 1.7m $139.6m | Reduced -605.2k |
| Thrivent Financial for Lutherans 0.33% of their portfolio | 1.6m $136.3m | Added +419.5k |
| TWO SIGMA INVESTMENTS, LP 0.39% of their portfolio | 1.6m $132.0m | Reduced -1.5m |
| CREDIT SUISSE AG/ 0.13% of their portfolio | 1.6m $131.6m | Reduced -100.3k |
| Swedbank AB 0.25% of their portfolio | 1.5m $127.4m | Reduced -71.4k |
| RAYMOND JAMES & ASSOCIATES 0.11% of their portfolio | 1.5m $121.4m | Added +17.3k |
| MILLENNIUM MANAGEMENT LLC 0.14% of their portfolio | 1.5m $121.2m | Reduced -3.1m |
| AXA S.A. 0.39% of their portfolio | 1.4m $113.3m | Reduced -41.0k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.38% of their portfolio | 1.3m $108.6m | Added +100.7k |
| DekaBank Deutsche Girozentrale 0.27% of their portfolio | 1.3m $106.0m | Reduced -173.2k |
| RHUMBLINE ADVISERS 0.13% of their portfolio | 1.2m $103.1m | Added +65.9k |
| KBC Group NV 0.44% of their portfolio | 1.2m $103.0m | Added +276.0k |
| Allianz Asset Management GmbH 0.21% of their portfolio | 1.2m $102.4m | Reduced -40.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.13% of their portfolio | 1.2m $100.4m | Reduced -46.9k |
| Mitsubishi UFJ Trust & Banking Corp 0.24% of their portfolio | 1.2m $99.9m | Added +294.9k |
| CCLA Investment Management 1.89% of their portfolio | 1.2m $96.1m | Added +96.9k |
| Balyasny Asset Management L.P. 0.31% of their portfolio | 1.2m $96.0m | Added +24.6k |
| California Public Employees Retirement System 0.08% of their portfolio | 1.2m $95.7m | Reduced -184.9k |
| BANK OF MONTREAL /CAN/ 0.04% of their portfolio | 1.1m $94.7m | Reduced -75.3k |
| J.P. Morgan Private Wealth Advisors LLC 0.20% of their portfolio | 1.1m $92.4m | Reduced -43.7k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.1m $91.0m | Added +10.9k |
| Raymond James Financial Services Advisors, Inc. 0.17% of their portfolio | 1.1m $89.2m | Added +76.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.13% of their portfolio | 1.0m $86.6m | Reduced -12.0k |
| Bellevue Group AG 1.25% of their portfolio | 1.0m $86.1m | Reduced -23.5k |
| National Pension Service 0.15% of their portfolio | 1.0m $84.8m | Added +6.2k |
| BLAIR WILLIAM & CO/IL 0.34% of their portfolio | 1.0m $85.1m | Reduced -78.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio | 1.0m $84.9m | Added +52.1k |
| PICTET ASSET MANAGEMENT SA 0.10% of their portfolio | 993.8k $82.2m | Added +48.0k |
| CITADEL ADVISORS LLC 0.09% of their portfolio | 992.2k $82.1m | Added +515.8k |
| Bridgewater Associates, LP 0.48% of their portfolio | 943.2k $78.0m | Added +36.7k |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0.89% of their portfolio | 938.9k $77.7m | Reduced -31.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.06% of their portfolio | 938.6k $77.7m | Reduced -37.3k |
| Assenagon Asset Management S.A. 0.28% of their portfolio | 866.3k $71.7m | Added +16.3k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 861.9k $71.3m | Reduced -50.8k |
| US BANCORP \DE\ 0.12% of their portfolio | 852.2k $70.5m | Reduced -1.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.35% of their portfolio | 850.7k $70.4m | Reduced -1.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 831.5k $68.8m | Added +21.1k |
| Mirova US LLC 1.22% of their portfolio | 812.1k $67.2m | Added +9.2k |
| 1832 Asset Management L.P. 0.14% of their portfolio | 811.4k $67.1m | Added +5.9k |
| PNC Financial Services Group, Inc. 0.06% of their portfolio | 780.7k $64.6m | Reduced -208 |
| Bank Julius Baer & Co. Ltd, Zurich 0.40% of their portfolio | 767.5k $63.5m | Reduced -7.5k |
| SCOUT INVESTMENTS, INC. 1.27% of their portfolio | 754.6k $62.4m | New |
| PRUDENTIAL FINANCIAL INC 0.11% of their portfolio | 727.4k $68.0m | Added +60.6k |
| Korea Investment CORP 0.17% of their portfolio | 714.5k $59.1m | Added +113.0k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.14% of their portfolio | 710.6k $58.8m | Reduced -32.3k |
| Capital Group Private Client Services, Inc. 0.72% of their portfolio | 702.5k $58.1m | Added +138.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.13% of their portfolio | 689.0k $57.0m | Unchanged |
| Allspring Global Investments Holdings, LLC 0.09% of their portfolio | 659.1k $54.5m | Reduced -386.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.03% of their portfolio | 658.1k $54.4m | Reduced -28.5k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.09% of their portfolio | 654.8k $54.2m | Reduced -62.7k |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 0.75% of their portfolio | 650.0k $53.8m | Unchanged |
| PFM Health Sciences, LP 2.47% of their portfolio | 648.6k $53.7m | Added +118.6k |