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Smith & Nephew
SNN

125 hedge funds and large institutions have $526M invested in Smith & Nephew in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

69% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 29

13% more funds holding

Funds holding: 111 → 125 (+14)

11% more capital invested

Capital invested by funds: $472M → $526M (+$53.4M)

0.11% more ownership

Funds ownership: 1.81% → 1.93% (+0.11%)

Holders
125
Holders Change
+14
Holders Change %
+12.61%
% of All Funds
3.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
49
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AG
Aperio Group
California
+$8.9M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$8.29M
3
TWI
Thomas White International
Illinois
+$7.7M
4
FWCM
Ferguson Wellman Capital Management
Oregon
+$3.96M
5
RFC
Regions Financial Corp
Alabama
+$2.6M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.47M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$4.55M
3
Invesco
Invesco
Georgia
-$3.87M
4
PIA
Philadelphia International Advisors
Pennsylvania
-$2.48M
5
PI
Placemark Investments
Illinois
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$4.21M +$324K +10,723 +8%
Wells Fargo
27
Wells Fargo
California
$4.15M -$224K -7,422 -5%
FGP
28
Foyston, Gordon, & Payne
Ontario, Canada
$4.12M +$210K +6,945 +5%
FWCM
29
Ferguson Wellman Capital Management
Oregon
$4.01M +$3.96M +130,975 New
EA
30
Euclid Advisors
Connecticut
$3.77M +$68K +2,250 +2%
SGH
31
Sivik Global Healthcare
Connecticut
$3.44M +$378K +12,500 +13%
ADMI
32
Albert D. Mason Inc
Massachusetts
$3.21M – – –
Morgan Stanley
33
Morgan Stanley
New York
$3.08M -$429K -14,188 -12%
Northern Trust
34
Northern Trust
Illinois
$3.07M +$246K +8,123 +9%
Stifel Financial
35
Stifel Financial
Missouri
$3.07M +$3.03M +100,255 New
AAMU
36
Amundi Asset Management US
Massachusetts
$2.94M – – –
GC
37
Grimes & Company
Massachusetts
$2.79M -$44.1K -1,458 -2%
Goldman Sachs
38
Goldman Sachs
New York
$2.76M +$334K +11,042 +14%
RFC
39
Regions Financial Corp
Alabama
$2.63M +$2.6M +85,975 New
KCM
40
Kornitzer Capital Management
Kansas
$2.4M +$529K +17,500 +29%
OAM
41
Oxford Asset Management
United Kingdom
$2.25M +$1.54M +50,755 +224%
RCM
42
Riverhead Capital Management
Delaware
$1.75M +$1.73M +57,250 New
TD Asset Management
43
TD Asset Management
Ontario, Canada
$1.71M -$3.02K -100 -0.2%
EGA
44
Eagle Global Advisors
Texas
$1.65M +$45.4K +1,500 +3%
MSR
45
Main Street Research
Connecticut
$1.57M +$21.2K +700 +1%
PGA
46
Portland Global Advisors
Maine
$1.55M -$151K -5,000 -9%
HSA
47
Hussman Strategic Advisors
Maryland
$1.49M – – –
Bank of America
48
Bank of America
North Carolina
$1.46M +$159K +5,255 +12%
STC
49
SEI Trust Company
Pennsylvania
$1.17M – – –
ACI
50
AMP Capital Investors
Australia
$1.06M +$1.04M +34,408 New
1
2
3 4 5

SNN Hedge Fund Activity: Q1 2014 in Review

125 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Smith & Nephew (SNN) for Q1 2014, worth a combined $526M — up 11% from $472M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SNN positions and 8 closed out — a net gain of 14 holders — while 49 added to existing stakes and 29 trimmed.

The largest buyer was Aperio Group, opening a new position worth an estimated $8.9M. The largest seller was Fidelity Investments, cutting an estimated $6.47M.

  • 125 institutional investors held Smith & Nephew (SNN) as of Q1 2014, up from 111 in Q4 2013.
  • Funds reported $526M of Smith & Nephew stock for Q1 2014, up 11% quarter-over-quarter.
  • 22 funds opened new Smith & Nephew positions in Q1 2014 and 8 closed out, a net change of +14 holders.
  • The largest Smith & Nephew buyer in Q1 2014 was Aperio Group, an estimated $8.9M added.
  • The largest Smith & Nephew seller in Q1 2014 was Fidelity Investments, an estimated $6.47M sold.

Based on aggregated 13F filings for Q1 2014.