Edwards Lifesciences (EW): The Medical Device Leader Behind the TAVR Boom
Aristotle Capital Management, LLC, an investment management company, released its "Value Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Sivik Global Healthcare Krishen Sud | 45,000 | $3,884,400 | +125% | 2.22% |
| 2. | Bailard Inc Thomas Bailard | 16,665 | $1,438,545 | +8% | 0.03% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $85.74 | 580 | $49,752.72 | 3,268 | 2024-05-06 | Filing | |
| $112.23 | 1,500 | $168,345.00 | 63,811 | 2021-11-24 | Filing | |
| $90.10 | 3,000 | $270,300.00 | 9,042 | 2017-02-03 | Filing | |
| $83.33 | 3,942 | $328,486.86 | 3,942 | 2016-11-30 | Filing | |
| $83.47 | 8,928 | $745,205.88 | 43,690 | 2016-11-30 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $85.65 | 619 | $53,017.35 | 40,034 | 2026-10-08 | Filing | |
| $87.51 | 619 | $54,168.69 | 40,034 | 2026-09-11 | Filing | |
| $91.06 | 544 | $49,533.92 | 14,868 | 2026-08-31 | Filing | |
| $89.98 | 2,644 | $237,907.12 | 17,984 | 2026-08-28 | Filing | |
| $90.99 | 30,646 | $2,788,546.96 | 44,324 | 2026-08-26 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 11,943,675 | $1,030,978,043 | 2.27% | |
| 2. | 2,719,271 | $234,727,473 | 0.23% | |
| 3. | 963,362 | $83,157,408 | 0.25% | |
| 4. | 723,022 | $62,411,259 | 2.57% | |
| 5. | 589,732 | $50,905,666 | 6.6% |