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Smith & Nephew

207 hedge funds and large institutions have $866M invested in Smith & Nephew in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 87 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $478K | Put options by funds: $156K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 69

6% more capital invested

Capital invested by funds: $815M → $866M (+$51.3M)

0.32% more ownership

Funds ownership: 3.68%4% (+0.32%)

2% less funds holding

Funds holding: 211207 (-4)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

Holders
207
Holders Change
-4
Holders Change %
-1.9%
% of All Funds
2.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
18
Increased
87
Reduced
69
Closed
22
Calls
$478K
Puts
$156K
Net Calls
+$322K
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
FMI
1
Fiduciary Management Inc
Wisconsin
$108M -$6.68M -267,595 -6%
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$104M -$2.51M -100,740 -2%
SI
3
Scharf Investments
California
$74M -$254K -10,163 -0.3%
TGA
4
TPG GP A
Texas
$52M -$8.3M -332,805 -14%
Goldman Sachs
5
Goldman Sachs
New York
$37.7M +$4.18M +167,417 +12%
Bank of America
6
Bank of America
North Carolina
$37.2M +$10.6M +426,292 +40%
Morgan Stanley
7
Morgan Stanley
New York
$35.3M -$2.96M -118,631 -8%
BIP
8
Brandes Investment Partners
California
$34M +$5.82M +233,293 +20%
JGC
9
J. Goldman & Co
New York
$33.1M +$33.3M +1,334,977 New
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$31.1M +$24.1M +964,762 +356%
CEI
11
Clark Estates Inc
New York
$18.6M -$1.25M -50,000 -6%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$16.1M +$7.09M +284,177 +78%
SCM
13
Sio Capital Management
New York
$14.4M +$14.5M +579,619 New
HSBC Holdings
14
HSBC Holdings
United Kingdom
$13.6M +$2.18M +87,360 +19%
Jane Street
15
Jane Street
New York
$13.6M +$13.1M +524,223 +2,262%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$13M +$4.82M +193,046 +58%
Wells Fargo
17
Wells Fargo
California
$12.7M +$395K +15,822 +3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$12M -$1.45M -58,228 -11%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$11.1M -$9.68M -388,006 -46%
BlackRock
20
BlackRock
New York
$8.62M -$8.38M -335,695 -49%
JP Morgan Chase
21
JP Morgan Chase
New York
$8.6M -$2.36M -94,526 -21%
KCM
22
Kornitzer Capital Management
Kansas
$7.57M
Russell Investments Group
23
Russell Investments Group
United Kingdom
$7.53M +$373K +14,967 +5%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$7.08M +$7.13M +285,680 New
Northern Trust
25
Northern Trust
Illinois
$6.44M +$1.2M +48,004 +23%

SNN Hedge Fund Activity: Q2 2024 in Review

207 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Smith & Nephew (SNN) for Q2 2024, worth a combined $866M — up 6.3% from $815M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of SNN and 18 opened new positions — a net loss of 4 holders — while 69 trimmed existing stakes and 87 added.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $33.3M. The largest seller was Millennium Management, exiting entirely with an estimated $12.2M sold.

  • 207 institutional investors held Smith & Nephew (SNN) as of Q2 2024, down from 211 in Q1 2024.
  • Funds reported $866M of Smith & Nephew stock for Q2 2024, up 6.3% quarter-over-quarter.
  • 18 funds opened new Smith & Nephew positions in Q2 2024 and 22 closed out, a net change of -4 holders.
  • The largest Smith & Nephew buyer in Q2 2024 was J. Goldman & Co, an estimated $33.3M added.
  • The largest Smith & Nephew seller in Q2 2024 was Millennium Management, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2024.