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Smith & Nephew

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: 22 (0)

0.21% less ownership

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

4% less funds holding

Funds holding: 219211 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
FMI
1
Fiduciary Management Inc
Wisconsin
$117M -$6.47M -235,868 -5%
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$109M +$70.8M +2,578,711 +151%
SI
3
Scharf Investments
California
$76M +$437K +15,930 +0.5%
TGA
4
TPG GP A
Texas
$61.6M +$2.61M +95,195 +4%
Morgan Stanley
5
Morgan Stanley
New York
$39.1M -$64.8M -2,360,229 -60%
Goldman Sachs
6
Goldman Sachs
New York
$34.3M +$264K +9,628 +0.7%
BIP
7
Brandes Investment Partners
California
$28.9M +$1.22M +44,309 +4%
Bank of America
8
Bank of America
North Carolina
$27.3M -$687K -25,028 -2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$21.2M +$1.16M +42,087 +5%
CEI
10
Clark Estates Inc
New York
$20.3M +$4.12M +150,000 +23%
BlackRock
11
BlackRock
New York
$17.3M +$3.84M +139,875 +26%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$13.8M +$518K +18,879 +4%
Wells Fargo
13
Wells Fargo
California
$12.6M -$13.9M -506,317 -50%
Millennium Management
14
Millennium Management
New York
$12.2M +$3.78M +137,740 +40%
HSBC Holdings
15
HSBC Holdings
United Kingdom
$11.7M -$3.61M -131,403 -22%
JP Morgan Chase
16
JP Morgan Chase
New York
$11.2M -$3.24M -118,192 -21%
Optiver Holding
17
Optiver Holding
Netherlands
$9.99M -$5.52M -201,103 -34%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$9.28M +$10M +365,965 New
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$8.41M +$465K +16,931 +5%
KCM
20
Kornitzer Capital Management
Kansas
$7.75M +$1.65M +60,000 +24%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$7.33M -$799K -29,115 -9%
CSS
22
Cubist Systematic Strategies
Connecticut
$7.31M +$6.49M +236,384 +455%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$6.88M -$13.3M -485,848 -64%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$5.99M +$1.81M +66,065 +39%
TAM
25
Tocqueville Asset Management
New York
$5.69M +$4.6M +167,599 +295%

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.