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Smith & Nephew
SNN

211 hedge funds and large institutions have $815M invested in Smith & Nephew in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 83 increasing their positions, 66 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 66

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.21% less ownership

Funds ownership: 3.89% → 3.68% (-0.21%)

4% less funds holding

Funds holding: 219 → 211 (-8)

12% less capital invested

Capital invested by funds: $926M → $815M (-$111M)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

95% less call options, than puts

Call options by funds: $71K | Put options by funds: $1.33M

Holders
211
Holders Change
-8
Holders Change %
-3.65%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
83
Reduced
66
Closed
33
Calls
$71K
Puts
$1.33M
Net Calls
-$1.26M
Net Calls Change
-$3.38M

Top Buyers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$70.8M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$10M
3
CSS
Cubist Systematic Strategies
Connecticut
+$6.49M
4
TAM
Tocqueville Asset Management
New York
+$4.6M
5
CEI
Clark Estates Inc
New York
+$4.12M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$64.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$19.5M
3
Wells Fargo
Wells Fargo
California
-$13.9M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$13.3M
5
SCM
Soleus Capital Management
Connecticut
-$12.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$22K -$2.74K -100 -10%
W
152
WealthCollab
Washington
$21.9K – – –
NFSG
153
Newbridge Financial Services Group
Florida
$20.3K – – –
TIM
154
Thompson Investment Management
Wisconsin
$20K – – –
IA
155
IFP Advisors
Florida
$19.9K +$1.18K +43 +6%
DAM
156
Delta Asset Management
Tennessee
$19K – – –
PB
157
Pinnacle Bancorp
Nebraska
$15.5K – – –
EC
158
EntryPoint Capital
New York
$15.3K -$18.7K -682 -53%
LC
159
Lindbrook Capital
California
$15.1K -$1.56K -57 -9%
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$12.8K -$5.71K -208 -29%
FMII
161
Farmers & Merchants Investments Inc
Nebraska
$11.5K – – –
AWM
162
Avior Wealth Management
Nebraska
$10.8K +$11.6K +424 New
SPIA
163
Steward Partners Investment Advisory
New York
$9.31K +$4.53K +165 +82%
TPCW
164
TD Private Client Wealth
New York
$8.19K +$2.28K +83 +35%
RIL
165
Rothschild Investment LLC
Illinois
$8.01K -$384 -14 -4%
MA
166
Montag & Associates
Georgia
$7.43K – – –
Simplex Trading
167
Simplex Trading
Illinois
$7K +$8.45K +308 New
RFG
168
RFP Financial Group
Georgia
$6.34K +$3.16K +115 +85%
HGERS
169
Householder Group Estate & Retirement Specialist
Arizona
$6.34K +$6.86K +250 New
FFA
170
Farther Finance Advisors
California
$6.29K -$82 -3 -1%
Macquarie Group
171
Macquarie Group
Australia
$6K – – –
HCP
172
Hexagon Capital Partners
Arkansas
$5.66K -$851 -31 -12%
FHA
173
First Horizon Advisors
Tennessee
$5.04K -$384 -14 -7%
JWM
174
Janiczek Wealth Management
Colorado
$4.95K – – –
TRCT
175
Tower Research Capital (TRC)
New York
$4.54K -$23K -837 -82%
5 6
7
8 9

SNN Hedge Fund Activity: Q1 2024 in Review

211 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Smith & Nephew (SNN) for Q1 2024, worth a combined $815M — down 12% from $926M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of SNN and 29 opened new positions — a net loss of 4 holders — while 66 trimmed existing stakes and 83 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $70.8M. The largest seller was Morgan Stanley, cutting an estimated $64.8M.

  • 211 institutional investors held Smith & Nephew (SNN) as of Q1 2024, down from 219 in Q4 2023.
  • Funds reported $815M of Smith & Nephew stock for Q1 2024, down 12% quarter-over-quarter.
  • 29 funds opened new Smith & Nephew positions in Q1 2024 and 33 closed out, a net change of -4 holders.
  • The largest Smith & Nephew buyer in Q1 2024 was Barrow, Hanley, Mewhinney & Strauss, an estimated $70.8M added.
  • The largest Smith & Nephew seller in Q1 2024 was Morgan Stanley, an estimated $64.8M sold.

Based on aggregated 13F filings for Q1 2024.