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Smith & Nephew

236 hedge funds and large institutions have $1.87B invested in Smith & Nephew in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 85 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $836K

82% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 22

15% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 74

6% more funds holding

Funds holding: 223236 (+13)

1% more capital invested

Capital invested by funds: $1.85B → $1.87B (+$20.6M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.03% less ownership

Funds ownership: 4.45%4.43% (-0.03%)

Holders
236
Holders Change
+13
Holders Change %
+5.83%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
40
Increased
85
Reduced
74
Closed
22
Calls
$1.7M
Puts
$836K
Net Calls
+$865K
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FMI
1
Fiduciary Management Inc
Wisconsin
$390M -$7.12M -157,830 -2%
WCM Investment Management
2
WCM Investment Management
California
$202M +$73.6M +1,631,796 +64%
NI
3
Nuance Investments
Missouri
$160M +$76.6M +1,697,407 +105%
CI
4
Cambiar Investors
Colorado
$154M -$13.4M -297,087 -8%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$127M -$29.7M -658,504 -20%
Northern Trust
6
Northern Trust
Illinois
$67.9M +$32.4M +718,641 +103%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$54.6M -$18M -399,638 -26%
Bank of America
8
Bank of America
North Carolina
$54.4M +$1.7M +37,627 +3%
PPA
9
Parametric Portfolio Associates
Washington
$41.4M +$1.96M +43,499 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$32.4M +$18.8M +417,328 +163%
PWLP
11
Prio Wealth Limited Partnership
Massachusetts
$30.6M +$727K +16,117 +3%
AAMU
12
Amundi Asset Management US
Massachusetts
$25.8M -$421K -9,337 -2%
GT
13
Glenmede Trust
Pennsylvania
$24.9M -$1.86M -41,211 -7%
AG
14
Aperio Group
California
$23.9M +$51.5K +1,142 +0.2%
Grantham, Mayo, Van Otterloo & Co (GMO)
15
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$23.6M +$10.3M +229,200 +88%
NC
16
Nicholas Company
Wisconsin
$20.2M -$1.88M -41,610 -9%
Goldman Sachs
17
Goldman Sachs
New York
$19.2M -$3.82M -84,559 -17%
Jane Street
18
Jane Street
New York
$18M -$6.57M -145,551 -28%
BGC
19
Beutel, Goodman & Co
Ontario, Canada
$17.6M +$225K +4,987 +1%
CGH
20
Crossmark Global Holdings
Texas
$17.4M +$218K +4,826 +1%
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$17.4M -$8.94M -198,100 -35%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$17.2M +$227K +5,034 +1%
OMC
23
Old Mission Capital
Illinois
$16.1M +$5.63M +124,789 +60%
JP Morgan Chase
24
JP Morgan Chase
New York
$14.1M +$4.95M +109,621 +60%
Wells Fargo
25
Wells Fargo
California
$13.4M -$2.03M -44,948 -14%

SNN Hedge Fund Activity: Q4 2019 in Review

236 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Smith & Nephew (SNN) for Q4 2019, worth a combined $1.87B — up 1.1% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SNN positions and 22 closed out — a net gain of 18 holders — while 85 added to existing stakes and 74 trimmed.

The largest buyer was Nuance Investments, adding an estimated $76.6M. The largest seller was Iridian Asset Management, exiting entirely with an estimated $124M sold.

  • 236 institutional investors held Smith & Nephew (SNN) as of Q4 2019, up from 223 in Q3 2019.
  • Funds reported $1.87B of Smith & Nephew stock for Q4 2019, up 1.1% quarter-over-quarter.
  • 40 funds opened new Smith & Nephew positions in Q4 2019 and 22 closed out, a net change of +18 holders.
  • The largest Smith & Nephew buyer in Q4 2019 was Nuance Investments, an estimated $76.6M added.
  • The largest Smith & Nephew seller in Q4 2019 was Iridian Asset Management, an estimated $124M sold.

Based on aggregated 13F filings for Q4 2019.