Edwards Lifesciences Corp

Held by 4 specialist biotech funds

High Convergence

Share on X

Fund Holdings

4 fund convergence

OrbiMed Advisors Rock Springs Capital Deerfield Management

Position Trend

Feb 13, 2026

$298K

1 fund

Feb 17, 2026

$165.3M

3 funds

+55372% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

OrbiMed AdvisorsNEWFeb 17, 2026

Shares: 1,842,900Value: $157.1M

**Signal Note: OrbiMed Initiates $157M EW Position** OrbiMed's new 1.84M share stake in Edwards Lifesciences likely reflects conviction in the company's structural cardiac and interventional cardiology portfolio, particularly as SAPIEN valve franchise adoption accelerates in TAVR and mitral/tricuspid spaces. The timing suggests confidence in near-term clinical readouts or reimbursement expansion, though the lack of disclosed catalyst warrants monitoring of Q4 earnings guidance and 2024 procedural volume trends. This adds institutional validation to EW's valuation following recent market volatility, but represents a relatively modest position size for OrbiMed's $53B+ AUM.

Rock Springs CapitalNEW

More EW Analysis

Insider buy/sell details with names, titles, and amounts
AI-generated context for every signal

Start 7-Day Free Trial — $29/mo

Insider Signals

No insider signals tracked.

Also Held by These Funds

ALNY4 funds ISRG4 funds BSX4 funds RVMD4 funds SION4 funds NBIX3 funds IRON3 funds MIRM

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

Track specialist biotech funds, insider signals, and AI analysis

Start 7-Day Free Trial

Or get the free weekly brief:

AI Signal

AI analyst context — unlock full analysis

**Signal Note: Rock Springs Capital Initiates $7.0M EW Position** Rock Springs' entry into Edwards Lifesciences suggests conviction in near-term catalysts, likely tied to upcoming PASCAL II transcatheter mitral valve replacement data (expected late 2024/early 2025) or sustained structural heart procedure volume recovery post-pandemic. The $7.0M position size is material for a concentrated healthcare specialist, indicating this is a meaningful conviction thesis rather than a tactical trade.