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 ($120.6m this quarter). Holder counts are more reliable. Shares outstanding: 602.4m as of 2024-07-26, 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 ≈ $92.31. Options: 34 managers hold calls ($281.7m notional), 38 hold puts ($300.1m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,249 |
| Q4 2022 | 1,232 |
| Q1 2023 | 1,250 |
| Q2 2023 | 1,282 |
| Q3 2023 | 1,224 |
| Q4 2023 | 1,248 |
| Q1 2024 | 1,280 |
| Q2 2024 | 1,298 |
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 |
| Q2 2023 | 539 | 555 |
| Q3 2023 | 526 | 618 |
| Q4 2023 | 471 | 632 |
| Q1 2024 | 569 | 572 |
| Q2 2024 | 569 | 558 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $292.2m | $154.3m | 0.53 |
| Q4 2023 | $345.5m | $239.5m | 0.69 |
| Q1 2024 | $457.5m | $402.1m | 0.88 |
| Q2 2024 | $281.7m | $300.1m | 1.07 |
Biggest buyers
| ALLIANCEBERNSTEIN L.P. | Added | +3.9m |
| Stonehage Fleming Financial Services Holdings Ltd | New | +2.3m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +1.5m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.4m |
| Artisan Partners Limited Partnership | Added | +972.7k |
| CREDIT AGRICOLE S A | Added | +951.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +819.5k |
| Bank of New York Mellon Corp | Added | +809.6k |
| SCOUT INVESTMENTS, INC. | New | +780.7k |
| AMERIPRISE FINANCIAL INC | Added | +747.8k |
Biggest sellers
| MORGAN STANLEY | Reduced | -12.0m |
| Point72 Asset Management, L.P. | Reduced | -2.5m |
| CITADEL ADVISORS LLC | Reduced | -2.0m |
| JPMORGAN CHASE & CO | Reduced | -1.9m |
| BlackRock Inc. | Reduced | -1.4m |
| STATE STREET CORP | Reduced | -766.7k |
| BANK OF NOVA SCOTIA | Reduced | -755.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Sold out | -650.0k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | -644.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -632.0k |
Biggest calls
| MILLENNIUM MANAGEMENT LLC | Added | $45.4m491.3k shares |
| CITADEL ADVISORS LLC | Reduced | $44.0m475.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $43.8m474.7k shares |
| Twin Tree Management, LP | Reduced | $26.9m291.4k shares |
| JANE STREET GROUP, LLC | Reduced | $18.8m203.1k shares |
| BARCLAYS PLC | New | $18.5m200.0k shares |
| SIMPLEX TRADING, LLC | Added | $17.3m187.8k shares |
| JPMORGAN CHASE & CO | Reduced | $11.3m121.8k shares |
| PEAK6 Investments LLC | Reduced | $7.7m83.7k shares |
| WOLVERINE TRADING, LLC | Reduced | $7.5m81.3k shares |
Biggest puts
| Sofinnova Investments, Inc. | New | $46.2m500.0k shares |
| CITADEL ADVISORS LLC | Reduced | $45.3m490.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $32.1m347.6k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $23.9m258.3k shares |
| JANE STREET GROUP, LLC | Added | $22.4m242.7k shares |
| Twin Tree Management, LP | Reduced | $15.9m171.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $13.0m140.4k shares |
| PEAK6 Investments LLC | Reduced | $12.2m132.6k shares |
| Genus Capital Management Inc. | New | $11.4m123.3k shares |
| Walleye Trading LLC | Added | $10.9m118.4k 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 Q2 2024
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 |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 6 | $10.7m | — |
| Q4 2022 | 0 | — | 4 | $8.8m | — |
| Q1 2023 | 0 | — | 5 | $8.4m | — |
| Q2 2023 | 0 | — | 7 | $26.0m | $24.4m |
| Q3 2023 | 0 | — | 7 | $14.1m | $13.8m |
| Q4 2023 | 0 | — | 6 | $12.6m | $12.1m |
| Q1 2024 | 0 | — | 10 | $19.6m | $12.9m |
| Q2 2024 | 1 | $49.8k | 6 | $13.0m | $13.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-20 | Ullem Scott B. CVP, Chief Financial Officer | Sold plan | $492.3k5.6k shares |
| 2024-06-20 | Lippis Daniel J. CVP, JAPAC | Sold plan | $48.1k535 shares |
| 2024-06-12 | BOBO DONALD E JR CVP,Strategy/Corp Development | Sold plan | $437.7k5.0k shares |
| 2024-05-30 | Zovighian Bernard J CEO, director | Sold plan | $755.5k8.6k shares |
| 2024-05-21 | Ullem Scott B. CVP, Chief Financial Officer | Sold plan | $508.8k5.6k shares |
| 2024-05-10 | BOBO DONALD E JR CVP,Strategy/Corp Development | Sold plan | $439.1k5.0k shares |
| 2024-05-07 | Lippis Daniel J. CVP, JAPAC | Sold plan | $73.4k857 shares |
| 2024-05-06 | Zovighian Bernard J CEO, director | Bought | $49.8k580 shares |
| 2024-05-02 | MUSSALLEM MICHAEL A Director | Sold plan | $2.5m29.4k shares |
| 2024-05-01 | Lemercier Jean-Luc M CVP, EMEACLA and JAPAC | Sold plan | $1.2m14.4k shares |
| 2024-04-30 | Ullem Scott B. CVP, Chief Financial Officer | Sold plan | $622.1k7.2k shares |
| 2024-04-09 | Lippis Daniel J. CVP, JAPAC | Sold plan | $79.1k857 shares |
| 2024-04-08 | Lemercier Jean-Luc M CVP, EMEACLA | Sold plan | $1.3m14.4k shares |
| 2024-04-08 | BOBO DONALD E JR CVP,Strategy/Corp Development | Sold plan | $1.2m12.5k shares |
| 2024-04-04 | MUSSALLEM MICHAEL A Director | Sold plan | $2.7m29.4k shares |
| 2024-04-01 | Ullem Scott B. CVP, Chief Financial Officer | Sold plan | $688.5k7.3k 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, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.10% of their portfolio | 53.6m $4.9bn | Added +611.6k |
| BlackRock Inc. 0.11% of their portfolio | 51.0m $4.7bn | Reduced -1.4m |
| STATE STREET CORP 0.10% of their portfolio | 26.0m $2.4bn | Reduced -766.7k |
| ALLIANCEBERNSTEIN L.P. 0.66% of their portfolio | 20.3m $1.9bn | Added +3.9m |
| Bank of New York Mellon Corp 0.35% of their portfolio | 19.8m $1.8bn | Added +809.6k |
| JPMORGAN CHASE & CO 0.07% of their portfolio | 17.3m $1.6bn | Reduced -1.9m |
| WELLINGTON MANAGEMENT GROUP LLP 0.28% of their portfolio | 16.9m $1.6bn | Added +1.4m |
| BROWN ADVISORY INC 2.00% of their portfolio | 16.6m $1.5bn | Reduced -84.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.11% of their portfolio | 13.2m $1.2bn | Added +141.6k |
| NORGES BANK 0.12% of their portfolio | 8.5m $788.6m | Added +143.9k |
| Fisher Asset Management, LLC 0.33% of their portfolio | 8.3m $764.0m | Added +644.7k |
| FMR LLC 0.05% of their portfolio | 7.6m $704.1m | Reduced -617.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.08% of their portfolio | 7.3m $677.6m | Added +819.5k |
| MORGAN STANLEY 0.05% of their portfolio | 6.6m $605.1m | Reduced -12.0m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.16% of their portfolio | 5.9m $549.1m | Added +1.5m |
| Invesco Ltd. 0.11% of their portfolio | 5.9m $543.1m | Added +201.3k |
| NORTHERN TRUST CORP 0.09% of their portfolio | 5.7m $528.0m | Reduced -49.1k |
| SANDS CAPITAL MANAGEMENT, LLC 1.53% of their portfolio | 5.6m $521.8m | Reduced -153.9k |
| JANUS HENDERSON GROUP PLC 0.27% of their portfolio | 5.4m $501.9m | Added +156.7k |
| Winslow Capital Management, LLC 1.76% of their portfolio | 5.3m $486.8m | Added +211.9k |
| Amundi 0.18% of their portfolio | 5.2m $475.6m | Reduced -302.3k |
| Legal & General Group Plc 0.11% of their portfolio | 4.3m $397.2m | Reduced -180.3k |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 4.84% of their portfolio | 4.1m $378.7m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.07% of their portfolio | 4.0m $369.9m | Added +504.2k |
| BANK OF AMERICA CORP /DE/ 0.03% of their portfolio | 3.7m $344.4m | Added +311.3k |
| DEUTSCHE BANK AG\ 0.15% of their portfolio | 3.7m $341.8m | Added +68.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.06% of their portfolio | 3.6m $333.1m | Added +31.3k |
| AMERIPRISE FINANCIAL INC 0.08% of their portfolio | 3.2m $296.1m | Added +747.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.29% of their portfolio | 3.2m $295.5m | Reduced -132.2k |
| Nuveen Asset Management, LLC 0.08% of their portfolio | 3.1m $282.1m | Added +474.3k |
| Ownership Capital B.V. 7.39% of their portfolio | 3.0m $273.3m | Reduced -271.5k |
| Champlain Investment Partners, LLC 1.67% of their portfolio | 2.9m $272.3m | Reduced -16.0k |
| Holocene Advisors, LP 1.10% of their portfolio | 2.9m $264.3m | Reduced -537.0k |
| CIBC Private Wealth Group LLC 0.48% of their portfolio | 2.8m $258.1m | Reduced -22.2k |
| AustralianSuper Pty Ltd 1.48% of their portfolio | 2.8m $256.7m | Added +344.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.27% of their portfolio | 2.5m $230.9m | Added +345.2k |
| ROYAL BANK OF CANADA 0.05% of their portfolio | 2.5m $227.6m | Reduced -257.6k |
| Stonehage Fleming Financial Services Holdings Ltd 5.68% of their portfolio | 2.3m $212.7m | New |
| Capital International Investors 0.04% of their portfolio | 2.1m $194.2m | Reduced -114.0k |
| AMERICAN CENTURY COMPANIES INC 0.12% of their portfolio | 2.1m $192.4m | Added +43.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.18% of their portfolio | 2.1m $190.2m | Added +3.3k |
| AXA S.A. 0.28% of their portfolio | 2.0m $185.2m | Added +629.1k |
| STOREBRAND ASSET MANAGEMENT AS 0.61% of their portfolio | 2.0m $183.6m | Reduced -11.6k |
| Handelsbanken Fonder AB 0.75% of their portfolio | 1.9m $172.7m | Added +292.1k |
| HSBC HOLDINGS PLC 0.11% of their portfolio | 1.8m $170.9m | Added +70.2k |
| MACQUARIE GROUP LTD 0.19% of their portfolio | 1.8m $169.2m | Reduced -35.0k |
| RAYMOND JAMES & ASSOCIATES 0.11% of their portfolio | 1.8m $168.6m | Added +50.1k |
| PRIMECAP MANAGEMENT CO/CA/ 0.12% of their portfolio | 1.8m $167.3m | Reduced -90.0k |
| Swiss National Bank 0.11% of their portfolio | 1.8m $164.4m | Reduced -36.0k |
| Artisan Partners Limited Partnership 0.24% of their portfolio | 1.7m $156.7m | Added +972.7k |
| DekaBank Deutsche Girozentrale 0.28% of their portfolio | 1.7m $157.1m | Reduced -278.7k |
| UBS Group AG 0.05% of their portfolio | 1.7m $153.1m | Added +235.7k |
| SEI INVESTMENTS CO 0.20% of their portfolio | 1.6m $143.6m | Added +89.1k |
| Mitsubishi UFJ Trust & Banking Corp 0.34% of their portfolio | 1.5m $141.2m | Reduced -32.3k |
| National Pension Service 0.15% of their portfolio | 1.5m $134.1m | Added +20.3k |
| NEUBERGER BERMAN GROUP LLC 0.11% of their portfolio | 1.4m $131.6m | Reduced -26.3k |
| CCLA Investment Management 2.04% of their portfolio | 1.4m $132.6m | Added +16.3k |
| TD Asset Management Inc 0.12% of their portfolio | 1.4m $130.7m | Reduced -48.4k |
| Railway Pension Investments Ltd 1.56% of their portfolio | 1.4m $130.5m | Reduced -282.4k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.4m $129.3m | Added +219.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.09% of their portfolio | 1.4m $126.0m | Reduced -245.7k |
| Thrivent Financial for Lutherans 0.25% of their portfolio | 1.3m $124.3m | Reduced -20.0k |
| Aberdeen Group plc 0.23% of their portfolio | 1.3m $119.1m | Added +32.5k |
| Bellevue Group AG 1.89% of their portfolio | 1.3m $116.4m | Added +157.3k |
| Swedbank AB 0.15% of their portfolio | 1.2m $113.5m | Reduced -74.2k |
| BANK OF MONTREAL /CAN/ 0.03% of their portfolio | 1.2m $112.7m | Added +20.2k |
| Liontrust Investment Partners LLP 1.59% of their portfolio | 1.2m $111.6m | Reduced -27.0k |
| RHUMBLINE ADVISERS 0.10% of their portfolio | 1.2m $110.5m | Reduced -42.4k |
| Fiera Capital Corp 0.34% of their portfolio | 1.2m $110.1m | Added +40.9k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 1.2m $108.0m | Reduced -16.6k |
| Raymond James Financial Services Advisors, Inc. 0.15% of their portfolio | 1.2m $106.7m | Added +10.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio | 1.2m $106.4m | Reduced -32.2k |
| BARCLAYS PLC 0.05% of their portfolio | 1.1m $101.1m | Reduced -222.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.42% of their portfolio | 1.1m $100.4m | Reduced -329.6k |
| California Public Employees Retirement System 0.07% of their portfolio | 1.1m $98.8m | Reduced -10.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.25% of their portfolio | 1.1m $97.0m | Reduced -130.1k |
| Balyasny Asset Management L.P. 0.24% of their portfolio | 1.0m $93.9m | Added +159.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.10% of their portfolio | 994.1k $91.8m | Added +115.6k |
| CREDIT AGRICOLE S A 0.56% of their portfolio | 989.0k $91.4m | Added +951.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.11% of their portfolio | 947.2k $87.5m | Reduced -27.3k |
| Bank Julius Baer & Co. Ltd, Zurich 0.36% of their portfolio | 933.5k $93.9m | Reduced -60.7k |
| Rathbones Group PLC 0.46% of their portfolio | 920.9k $85.1m | Added +32.4k |
| C WorldWide Group Holding A/S 0.91% of their portfolio | 911.4k $84.2m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.11% of their portfolio | 888.1k $82.0m | Reduced -17.0k |
| Mirova US LLC 0.99% of their portfolio | 863.1k $79.7m | Added +17.4k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 852.9k $78.8m | Added +30.7k |
| Man Group plc 0.21% of their portfolio | 852.1k $78.7m | Added +402.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio | 799.9k $73.9m | Reduced -8.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.09% of their portfolio | 797.0k $73.6m | Added +88.1k |
| KBC Group NV 0.22% of their portfolio | 791.7k $73.1m | Added +52.8k |
| SCOUT INVESTMENTS, INC. 1.94% of their portfolio | 780.7k $72.1m | New |
| US BANCORP \DE\ 0.09% of their portfolio | 744.1k $68.7m | Reduced -18.3k |
| PFM Health Sciences, LP 3.73% of their portfolio | 740.3k $68.4m | Unchanged |
| BLAIR WILLIAM & CO/IL 0.21% of their portfolio | 727.5k $67.2m | Reduced -193.2k |
| Iron Triangle Partners LP 7.04% of their portfolio | 727.2k $67.2m | New |
| Sofinnova Investments, Inc. 4.22% of their portfolio | 724.2k $66.9m | New |
| CANADA LIFE ASSURANCE Co 0.12% of their portfolio | 689.1k $63.7m | Added +54.2k |
| Russell Investments Group, Ltd. 0.10% of their portfolio | 661.1k $61.1m | Reduced -143.7k |
| PNC Financial Services Group, Inc. 0.04% of their portfolio | 656.8k $60.7m | Reduced -9.9k |
| Assenagon Asset Management S.A. 0.15% of their portfolio | 655.6k $60.6m | Reduced -230.8k |