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Smith & Nephew

187 hedge funds and large institutions have $740M invested in Smith & Nephew in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $9M | Put options by funds: $5.67M

5% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 59

0.03% more ownership

Funds ownership: 2.39%2.42% (+0.03%)

5% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 37

2% less funds holding

Funds holding: 191187 (-4)

6% less capital invested

Capital invested by funds: $784M → $740M (-$44.1M)

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
187
Holders Change
-4
Holders Change %
-2.09%
% of All Funds
4.98%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
35
Increased
62
Reduced
59
Closed
37
Calls
$9M
Puts
$5.67M
Net Calls
+$3.33M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$78.6M +$284K +8,015 +0.3%
CI
2
Cambiar Investors
Colorado
$57.8M +$59.9M +1,692,588 New
Invesco
3
Invesco
Georgia
$52M -$1.49M -42,043 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$47.8M +$7.79M +220,000 +19%
MAA
5
Managed Account Advisors
New Jersey
$42.6M +$6.02M +170,189 +16%
SIG
6
Senator Investment Group
New York
$25.5M +$26.4M +745,000 New
Mawer Investment Management
7
Mawer Investment Management
Alberta, Canada
$24.5M +$2.28M +64,473 +10%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$22.9M +$12.3M +347,015 +107%
EPCM
9
Eton Park Capital Management
New York
$17.2M +$17.8M +502,000 New
CPM
10
Chesapeake Partners Management
Maryland
$13.5M +$7.69M +217,423 +121%
Two Sigma Investments
11
Two Sigma Investments
New York
$13.3M +$3.18M +90,000 +30%
JFL
12
Jarislowsky, Fraser Ltd
Quebec, Canada
$12.9M +$97K +2,742 +0.7%
BCAM
13
Boston Common Asset Management
Massachusetts
$12.2M -$307K -8,680 -2%
Wells Fargo
14
Wells Fargo
California
$11.2M +$8.75M +247,147 +304%
AG
15
Aperio Group
California
$10.9M +$229K +6,480 +2%
Renaissance Technologies
16
Renaissance Technologies
New York
$10.6M -$1.2M -33,850 -10%
NCM
17
Numina Capital Management
New York
$10.1M +$391K +11,042 +4%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$9.88M +$1.37M +38,700 +15%
TWI
19
Thomas White International
Illinois
$8.89M +$376K +10,618 +4%
TAM
20
Todd Asset Management
Kentucky
$8.67M -$7.58M -214,204 -46%
BMCMI
21
Bryn Mawr Capital Management Inc
Pennsylvania
$8.36M +$8.66M +244,640 New
SIP
22
Stoneridge Investment Partners
Pennsylvania
$7.94M +$3.3M +93,180 +67%
TRSOTSOK
23
Teachers Retirement System of the State of Kentucky
Kentucky
$7.86M -$7.54M -213,000 -48%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$7.75M +$1.04M +29,332 +15%
ERSOT
25
Employees Retirement System of Texas
Texas
$7.62M

SNN Hedge Fund Activity: Q1 2015 in Review

187 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Smith & Nephew (SNN) for Q1 2015, worth a combined $740M — down 5.6% from $784M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of SNN and 35 opened new positions — a net loss of 2 holders — while 59 trimmed existing stakes and 62 added.

The largest buyer was Cambiar Investors, opening a new position worth an estimated $59.9M. The largest seller was Arrowstreet Capital, cutting an estimated $24.3M.

  • 187 institutional investors held Smith & Nephew (SNN) as of Q1 2015, down from 191 in Q4 2014.
  • Funds reported $740M of Smith & Nephew stock for Q1 2015, down 5.6% quarter-over-quarter.
  • 35 funds opened new Smith & Nephew positions in Q1 2015 and 37 closed out, a net change of -2 holders.
  • The largest Smith & Nephew buyer in Q1 2015 was Cambiar Investors, an estimated $59.9M added.
  • The largest Smith & Nephew seller in Q1 2015 was Arrowstreet Capital, an estimated $24.3M sold.

Based on aggregated 13F filings for Q1 2015.