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Smith & Nephew

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: 111125 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$96.3M -$6.47M -213,945 -6%
Fisher Asset Management
2
Fisher Asset Management
Washington
$76M -$4.55M -150,412 -6%
Invesco
3
Invesco
Georgia
$50.1M -$3.87M -127,832 -7%
MAA
4
Managed Account Advisors
New Jersey
$29.8M -$232K -7,670 -0.8%
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$28.6M +$702K +23,220 +3%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$15.8M +$8.29M +274,058 +113%
JFL
7
Jarislowsky, Fraser Ltd
Quebec, Canada
$13.8M -$43.6K -1,440 -0.3%
TAM
8
Todd Asset Management
Kentucky
$12.5M +$83K +2,743 +0.7%
BCAM
9
Boston Common Asset Management
Massachusetts
$12.4M -$246K -8,138 -2%
TRSOTSOK
10
Teachers Retirement System of the State of Kentucky
Kentucky
$12.2M
ERSOT
11
Employees Retirement System of Texas
Texas
$9.02M
AG
12
Aperio Group
California
$9M +$8.9M +294,330 New
GC
13
Guggenheim Capital
Illinois
$8.4M +$2.42M +79,875 +41%
TWI
14
Thomas White International
Illinois
$8.23M +$7.7M +254,665 +1,790%
PIA
15
Philadelphia International Advisors
Pennsylvania
$7.42M -$2.48M -82,040 -25%
Renaissance Technologies
16
Renaissance Technologies
New York
$6.44M +$272K +9,000 +4%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$6.36M +$339K +11,200 +6%
DVM
18
Dreman Value Management
Florida
$5.97M +$867K +28,660 +17%
CAM
19
Capstone Asset Management
Texas
$5.28M -$200K -6,625 -4%
US Bancorp
20
US Bancorp
Minnesota
$4.54M +$1.18M +38,905 +36%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$4.5M +$318K +10,500 +8%
PPA
22
Parametric Portfolio Associates
Washington
$4.47M +$15.9K +527 +0.4%
SI
23
Scout Investments
Missouri
$4.36M +$370K +12,238 +9%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$4.26M +$1.74M +57,512 +70%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$4.23M +$363K +11,990 +9%

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.