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Smith & Nephew

227 hedge funds and large institutions have $1.49B invested in Smith & Nephew in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

423% more call options, than puts

Call options by funds: $45.4M | Put options by funds: $8.68M

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

5% more funds holding

Funds holding: 216227 (+11)

0% less capital invested

Capital invested by funds: $1.49B → $1.49B (-$586K)

0.34% less ownership

Funds ownership: 4.66%4.32% (-0.34%)

31% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 91

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
227
Holders Change
+11
Holders Change %
+5.09%
% of All Funds
4.91%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
41
Increased
63
Reduced
91
Closed
25
Calls
$45.4M
Puts
$8.68M
Net Calls
+$36.7M
Net Calls Change
+$38.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FMI
1
Fiduciary Management Inc
Wisconsin
$328M -$10.6M -274,824 -3%
CI
2
Cambiar Investors
Colorado
$217M -$8.02M -208,777 -4%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$161M -$7.32M -190,588 -5%
IAM
4
Iridian Asset Management
Connecticut
$93.3M -$14M -364,381 -14%
Bank of America
5
Bank of America
North Carolina
$56.9M -$1.38M -35,995 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$53.8M +$44.6M +1,160,015 +641%
NI
7
Nuance Investments
Missouri
$47.6M -$52.7M -1,371,345 -54%
FIM
8
Foresters Investment Management
New York
$33.9M +$140K +3,650 +0.4%
Millennium Management
9
Millennium Management
New York
$31M +$5.12M +133,177 +21%
PPA
10
Parametric Portfolio Associates
Washington
$30.4M -$208K -5,423 -0.7%
Northern Trust
11
Northern Trust
Illinois
$28.5M -$251K -6,521 -0.9%
NC
12
Nicholas Company
Wisconsin
$18.6M +$45.7K +1,190 +0.3%
AG
13
Aperio Group
California
$17.1M +$650K +16,916 +4%
Goldman Sachs
14
Goldman Sachs
New York
$17M +$2.18M +56,814 +15%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$16.6M -$8.56M -222,858 -35%
Wells Fargo
16
Wells Fargo
California
$15.8M -$3.47M -90,231 -19%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$15.3M +$226K +5,883 +2%
CGH
18
Crossmark Global Holdings
Texas
$15M +$5.42K +141 +0%
Morgan Stanley
19
Morgan Stanley
New York
$14.5M +$10.9M +284,423 +372%
US Bancorp
20
US Bancorp
Minnesota
$13.5M -$1.59M -41,356 -11%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$11.5M -$1.8M -46,859 -14%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$9.52M -$106K -2,748 -1%
JFL
23
Jarislowsky, Fraser Ltd
Quebec, Canada
$9.32M -$2.64M -68,757 -23%
FC
24
Fairpointe Capital
Illinois
$9M +$302K +7,856 +4%
Deutsche Bank
25
Deutsche Bank
Germany
$8.91M +$8.51M +221,420 +33,548%

SNN Hedge Fund Activity: Q1 2019 in Review

227 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Smith & Nephew (SNN) for Q1 2019, worth a combined $1.49B — down 0.04% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SNN positions and 25 closed out — a net gain of 16 holders — while 63 added to existing stakes and 91 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $44.6M. The largest seller was Nuance Investments, cutting an estimated $52.7M.

  • 227 institutional investors held Smith & Nephew (SNN) as of Q1 2019, up from 216 in Q4 2018.
  • Funds reported $1.49B of Smith & Nephew stock for Q1 2019, down 0.04% quarter-over-quarter.
  • 41 funds opened new Smith & Nephew positions in Q1 2019 and 25 closed out, a net change of +16 holders.
  • The largest Smith & Nephew buyer in Q1 2019 was Fidelity Investments, an estimated $44.6M added.
  • The largest Smith & Nephew seller in Q1 2019 was Nuance Investments, an estimated $52.7M sold.

Based on aggregated 13F filings for Q1 2019.