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Smith & Nephew

207 hedge funds and large institutions have $952M invested in Smith & Nephew in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $866M → $952M (+$86.2M)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

0% more funds holding

Funds holding: 207207 (0)

0.49% less ownership

Funds ownership: 4%3.5% (-0.49%)

7% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 76

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

86% less call options, than puts

Call options by funds: $28K | Put options by funds: $206K

Holders
207
Holders Change
Holders Change %
0%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
29
Increased
71
Reduced
76
Closed
27
Calls
$28K
Puts
$206K
Net Calls
-$178K
Net Calls Change
-$500K
Name Holding Trade Value Shares
Change
Change in
Stake
FMI
1
Fiduciary Management Inc
Wisconsin
$132M -$3.91M -131,850 -3%
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$123M -$6.91M -232,803 -6%
SI
3
Scharf Investments
California
$90.3M -$2.54M -85,649 -3%
Goldman Sachs
4
Goldman Sachs
New York
$75.8M +$27.1M +913,431 +60%
TGA
5
TPG GP A
Texas
$46.2M -$18.2M -612,605 -29%
Morgan Stanley
6
Morgan Stanley
New York
$40.4M -$3.79M -127,585 -9%
RRAM
7
River Road Asset Management
Kentucky
$38.6M +$36.8M +1,239,187 New
BIP
8
Brandes Investment Partners
California
$38.1M -$4.42M -149,006 -11%
CEI
9
Clark Estates Inc
New York
$21.3M -$1.93M -65,000 -9%
DRZID
10
DePrince Race & Zollo Inc (DRZ)
Florida
$17M +$9.12M +307,438 +129%
Wells Fargo
11
Wells Fargo
California
$15.1M -$790K -26,627 -5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$14.9M -$212K -7,145 -1%
HA
13
Heartland Advisors
Wisconsin
$13.6M +$13M +437,072 New
Fidelity Investments
14
Fidelity Investments
Massachusetts
$13.3M -$627K -21,131 -5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$12.2M -$3.89M -131,228 -25%
BlackRock
16
BlackRock
New York
$12.2M +$1.33M +44,657 +13%
Bank of America
17
Bank of America
North Carolina
$12.2M -$33M -1,110,464 -74%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$12.2M +$2.57M +86,587 +28%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$11M -$26.2M -883,934 -72%
KCM
20
Kornitzer Capital Management
Kansas
$9.52M
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8.77M +$1.34M +45,290 +19%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$7.62M -$1.22M -40,995 -14%
TAM
23
Tocqueville Asset Management
New York
$7.39M +$170K +5,738 +2%
PD
24
Point72 (DIFC)
United Arab Emirates
$7.2M +$6.86M +231,200 New
LSWM
25
Lorne Steinberg Wealth Management
Canada
$7.19M -$1.48K -50 -0%

SNN Hedge Fund Activity: Q3 2024 in Review

207 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Smith & Nephew (SNN) for Q3 2024, worth a combined $952M — up 9.9% from $866M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SNN positions and 27 closed out — a net gain of 2 holders — while 71 added to existing stakes and 76 trimmed.

The largest buyer was River Road Asset Management, opening a new position worth an estimated $36.8M. The largest seller was J. Goldman & Co, exiting entirely with an estimated $33.1M sold.

  • 207 institutional investors held Smith & Nephew (SNN) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $952M of Smith & Nephew stock for Q3 2024, up 9.9% quarter-over-quarter.
  • 29 funds opened new Smith & Nephew positions in Q3 2024 and 27 closed out, a net change of +2 holders.
  • The largest Smith & Nephew buyer in Q3 2024 was River Road Asset Management, an estimated $36.8M added.
  • The largest Smith & Nephew seller in Q3 2024 was J. Goldman & Co, an estimated $33.1M sold.

Based on aggregated 13F filings for Q3 2024.