Vault-13

SMITH & NEPHEW PLC SNN

SPDN ADR NEW · ADR · CUSIP 83175M205

226 institutional holders +11 vs Q4 2024
31,333,49831.3m shares reported held*
$889.0mreported value*
35 new 83 added 76 reduced 21 sold out net sold ≈ $67.1m (-2.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $28.37. Options: 3 managers hold calls ($14.2k notional), 3 hold puts ($132.5k).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 196Q4 22: 204Q1 23: 216Q2 23: 230Q3 23: 210Q4 23: 221Q1 24: 213Q2 24: 209Q3 24: 209Q4 24: 215Q1 25: 226226Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022196
Q4 2022204
Q1 2023216
Q2 2023230
Q3 2023210
Q4 2023221
Q1 2024213
Q2 2024209
Q3 2024209
Q4 2024215
Q1 2025226

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 23: 98 bought or addedQ2 23: 95 cut or sold outQ3 23: 89 bought or addedQ3 23: 109 cut or sold outQ3 23Q4 23: 117 bought or addedQ4 23: 99 cut or sold outQ1 24: 113 bought or addedQ1 24: 98 cut or sold outQ1 24Q2 24: 104 bought or addedQ2 24: 90 cut or sold outQ3 24: 97 bought or addedQ3 24: 104 cut or sold outQ3 24Q4 24: 110 bought or addedQ4 24: 97 cut or sold outQ1 25: 118 bought or addedQ1 25: 97 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20239895
Q3 202389109
Q4 202311799
Q1 202411398
Q2 202410490
Q3 202497104
Q4 202411097
Q1 202511897

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$250k$500k$750k$1mQ2 24 calls: $478.3kQ2 24 puts: $156.1kQ2 24P/C 0.33Q3 24 calls: $28.0kQ3 24 puts: $205.5kQ3 24P/C 7.33Q4 24 calls: $933.1kQ4 24 puts: $248.3kQ4 24P/C 0.27Q1 25 calls: $14.2kQ1 25 puts: $132.5kQ1 25P/C 9.34
Numbers
QuarterCallsPutsP/C
Q2 2024$478.3k$156.1k0.33
Q3 2024$28.0k$205.5k7.33
Q4 2024$933.1k$248.3k0.27
Q1 2025$14.2k$132.5k9.34

Biggest buyers

ARMISTICE CAPITAL, LLC Added +1,275,000+1.3m
River Road Asset Management, LLC Added +877,318+877.3k
GOLDMAN SACHS GROUP INC Added +583,809+583.8k
BANK OF MONTREAL /CAN/ Added +493,437+493.4k
BRANDES INVESTMENT PARTNERS, LP Added +177,583+177.6k
NORTHERN TRUST CORP Added +166,248+166.2k
CAUSEWAY CAPITAL MANAGEMENT LLC Added +126,469+126.5k
TOCQUEVILLE ASSET MANAGEMENT L.P. Added +120,291+120.3k
D. E. Shaw & Co., Inc. Added +99,774+99.8k
CITADEL ADVISORS LLC Added +97,459+97.5k

Biggest sellers

MILLENNIUM MANAGEMENT LLC Reduced -1,861,304-1.9m
J. Goldman & Co LP Reduced -1,267,022-1.3m
BARROW HANLEY MEWHINNEY & STRAUSS LLC Reduced -1,249,272-1.2m
Scharf Investments, LLC Reduced -555,004-555.0k
TPG GP A, LLC Sold out -456,206-456.2k
FIDUCIARY MANAGEMENT INC /WI/ Reduced -250,915-250.9k
Point72 Asset Management, L.P. Sold out -249,488-249.5k
Bank of New York Mellon Corp Reduced -160,866-160.9k
MORGAN STANLEY Reduced -151,182-151.2k
Clean Yield Group Reduced -150,568-150.6k

Biggest calls

CITADEL ADVISORS LLC Reduced $8.5k300 shares
GROUP ONE TRADING LLC New $5.7k200 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $130.5k4.6k shares
SIMPLEX TRADING, LLC New $2.0k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Cevian Capital II GP LTD 13D · may seek influence +1.1 pts · filed 2026-07-27 14.2% +1.1 pts 119.2m 2026-07-27

Insider purchases and sales in Q1 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q1 2025.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FIDUCIARY MANAGEMENT INC /WI/ 1.03% of their portfolio MILWAUKEE, WI 3,747,7263.7m $106.3m $106.3m 1.03% Reduced -250.9k -250,915
2 River Road Asset Management, LLC 1.12% of their portfolio LOUISVILLE, KY 2,909,3342.9m $82.5m $82.5m 1.12% Added +877.3k +877,318
3 Scharf Investments, LLC 1.78% of their portfolio LOS GATOS, CA 2,076,5202.1m $58.9m $58.9m 1.78% Reduced -555.0k -555,004
4 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,771,4011.8m $50.3m $50.3m 0.01% Added +583.8k +583,809
5 ARMISTICE CAPITAL, LLC 1.34% of their portfolio NEW YORK, NY 1,769,0001.8m $50.2m $50.2m 1.34% Added +1.3m +1,275,000
6 MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio NEW YORK, NY 1,564,4611.6m $44.4m $44.4m 0.04% Reduced -1.9m -1,861,304
7 BRANDES INVESTMENT PARTNERS, LP 0.44% of their portfolio LA JOLLA, CA 1,540,6221.5m $43.7m $43.7m 0.44% Added +177.6k +177,583
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,302,4091.3m $36.9m $36.9m 0.00% Reduced -151.2k -151,182
9 BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.09% of their portfolio DALLAS, TX 855,233855.2k $24.3m $24.3m 0.09% Reduced -1.2m -1,249,272
10 CLARK ESTATES INC/NY 5.11% of their portfolio NEW YORK, NY 850,000850.0k $24.1m $24.1m 5.11% Added +50.0k +50,000
11 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 813,528813.5k $23.1m $23.1m 0.01% Added +493.4k +493,437
12 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 674,640674.6k $19.1m $19.1m 0.00% Added +166.2k +166,248
13 J. Goldman & Co LP 0.68% of their portfolio NEW YORK, NY 673,560673.6k $19.1m $19.1m 0.68% Reduced -1.3m -1,267,022
14 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 618,691618.7k $17.6m $17.6m 0.01% Added +83.3k +83,341
15 CAUSEWAY CAPITAL MANAGEMENT LLC 0.36% of their portfolio LOS ANGELES, CA 607,357607.4k $17.2m $17.2m 0.36% Added +126.5k +126,469
16 DEPRINCE RACE & ZOLLO INC 0.32% of their portfolio Winter Park, FL 543,666543.7k $15.4m $15.4m 0.32% Reduced -1.9k -1,913
17 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 509,433509.4k $14.5m $14.5m 0.00% Added +38.5k +38,525
18 FMR LLC 0.00% of their portfolio BOSTON, MA 484,051484.1k $13.7m $13.7m 0.00% Added +20.0k +20,003
19 BlackRock, Inc. 0.00% of their portfolio New York, NY 404,029404.0k $11.5m $11.5m 0.00% Reduced -7.9k -7,863
20 HEARTLAND ADVISORS INC 0.59% of their portfolio MILWAUKEE, WI 359,854359.9k $10.2m $10.2m 0.59% Reduced -77.1k -77,135
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 340,428340.4k $9.7m $9.7m 0.00% Added +48.8k +48,784
22 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 331,740331.7k $9.4m $9.4m 0.00% Reduced -26.1k -26,103
23 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 291,148291.1k $8.3m $8.3m 0.01% Added +47.6k +47,567
24 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 283,483283.5k $8.0m $8.0m 0.01% Added +48.0k +48,043
25 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 266,361266.4k $7.6m $7.6m 0.01% Added +99.8k +99,774
26 Lorne Steinberg Wealth Management Inc. 2.17% of their portfolio MONTREAL, QUEBEC, Z4 262,405262.4k $7.4m $7.4m 2.17% Added +29.2k +29,250
27 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 259,429259.4k $7.4m $7.4m 0.00% Added +56.3k +56,342
28 TOCQUEVILLE ASSET MANAGEMENT L.P. 0.12% of their portfolio New York, NY 251,563251.6k $7.1m $7.1m 0.12% Added +120.3k +120,291
29 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 189,488189.5k $5.4m $5.4m 0.01% Added +97.5k +97,459
30 Pathstone Holdings, LLC 0.02% of their portfolio ENGLEWOOD, NJ 171,887171.9k $4.9m $4.9m 0.02% Added +14.4k +14,409
31 Henry James International Management Inc. 1.52% of their portfolio NEW YORK, NY 156,500156.5k $4.4m $4.4m 1.52% Unchanged
32 KORNITZER CAPITAL MANAGEMENT INC /KS 0.09% of their portfolio SHAWNEE MISSION, KS 154,254154.3k $4.4m $4.4m 0.09% Unchanged
33 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 150,717150.7k $4.3m $4.3m 0.00% Added +25.8k +25,827
34 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 148,371148.4k $4.2m $4.2m 0.00% Added +61.3k +61,282
35 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 142,567142.6k $4.0m $4.0m 0.00% Added +6.1k +6,129
36 Optiver Holding B.V. 0.15% of their portfolio AMSTERDAM, P7 141,333141.3k $4.0m $4.0m 0.15% Reduced -66.1k -66,086
37 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 138,591138.6k $3.9m $3.9m 0.00% First filing
38 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 137,986138.0k $3.9m $3.9m 0.01% Added +12.2k +12,197
39 Boston Partners 0.00% of their portfolio BOSTON, MA 129,893129.9k $3.7m $3.7m 0.00% Added +40.2k +40,211
40 Sivik Global Healthcare LLC 1.86% of their portfolio GREENWICH, CT 120,000120.0k $3.4m $3.4m 1.86% Reduced -5.0k -5,000
41 Aberdeen Group plc 0.01% of their portfolio EDINBURGH, X0 118,710118.7k $3.4m $3.4m 0.01% Reduced -22.5k -22,498
42 Moran Wealth Management, LLC 0.11% of their portfolio NAPLES, FL 117,385117.4k $3.3m $3.3m 0.11% Added +1.6k +1,570
43 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 114,820114.8k $3.3m $3.3m 0.00% Reduced -4.0k -3,999
44 Crossmark Global Holdings, Inc. 0.06% of their portfolio HOUSTON, TX 114,477114.5k $3.2m $3.2m 0.06% Added +251 +251
45 UBS Group AG 0.00% of their portfolio ZURICH, V8 104,536104.5k $3.0m $3.0m 0.00% Reduced -29.6k -29,569
46 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 92,23392.2k $2.7m $2.7m 0.00% Added +1.5k +1,540
47 QRG CAPITAL MANAGEMENT, INC. 0.03% of their portfolio BERWYN, PA 85,53485.5k $2.4m $2.4m 0.03% Added +2.1k +2,095
48 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 82,65682.7k $2.3m $2.3m 0.00% Added +7.4k +7,441
49 ABC ARBITRAGE SA 0.41% of their portfolio PARIS, I0 77,24277.2k $2.2m $2.2m 0.41% Reduced -120.0k -119,964
50 Ridgewood Investments LLC 0.99% of their portfolio SPRINGFIELD, NJ 74,93974.9k $2.1m $2.1m 0.99% Reduced -1.0k -1,040
51 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 72,12472.1k $2.0m $2.0m 0.00% Reduced -9.3k -9,276
52 EARNEST PARTNERS LLC 0.01% of their portfolio ATLANTA, GA 71,70871.7k $2.0m $2.0m 0.01% Reduced -11.6k -11,604
53 HANTZ FINANCIAL SERVICES, INC. 0.03% of their portfolio SOUTHFIELD, MI 68,70468.7k $1.9m $1.9m 0.03% Reduced -953 -953
54 Bridgewater Associates, LP 0.01% of their portfolio Westport, CT 65,66365.7k $1.9m $1.9m 0.01% Reduced -100.7k -100,740
55 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 63,48563.5k $1.8m $1.8m 0.01% Reduced -34.3k -34,333
56 EAGLE GLOBAL ADVISORS LLC 0.07% of their portfolio Houston, TX 60,40060.4k $1.7m $1.7m 0.07% Reduced -6.0k -6,000
57 Tower Research Capital LLC (TRC) 0.05% of their portfolio NEW YORK, NY 58,55458.6k $1.7m $1.7m 0.05% Added +49.3k +49,272
58 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 57,82857.8k $1.6m $1.6m 0.00% Reduced -698 -698
59 ASHTON THOMAS SECURITIES, LLC 0.44% of their portfolio ROCHESTER, NY 55,40255.4k $1.6m $1.6m 0.44% Added +16.7k +16,692
60 OPPENHEIMER ASSET MANAGEMENT INC. 0.02% of their portfolio NEW YORK, NY 53,59053.6k $1.5m $1.5m 0.02% Added +14.7k +14,677
61 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 51,87951.9k $1.5m $1.5m 0.00% Added +1.5k +1,525
62 Integrated Quantitative Investments LLC 0.72% of their portfolio BELLEVUE, WA 51,40051.4k $1.5m $1.5m 0.72% New
63 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 47,65147.7k $1.4m $1.4m 0.00% Reduced -641 -641
64 Aquatic Capital Management LLC 0.03% of their portfolio CHICAGO, IL 44,28144.3k $1.3m $1.3m 0.03% Added +2.7k +2,691
65 Mariner, LLC 0.00% of their portfolio Overland Park, KS 43,59643.6k $1.2m $1.2m 0.00% Reduced -20.6k -20,550
66 Parvin Asset Management, LLC 1.17% of their portfolio SIOUX FALLS, SD 36,65036.6k $1.0m $1.0m 1.17% Added +19.9k +19,900
67 PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio BOSTON, MA 36,14336.1k $1.0m $1.0m 0.01% New
68 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 35,89035.9k $1.0m $1.0m 0.00% Added +2.6k +2,585
69 Clean Yield Group 0.33% of their portfolio NORWICH, VT 35,84635.8k $1.0m $1.0m 0.33% Reduced -150.6k -150,568
70 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 34,56534.6k $980.6k $980.6k 0.00% Reduced -318 -318
71 Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio OAKLAND, CA 32,70632.7k $927.9k $927.9k 0.01% Added +6.3k +6,261
72 Schechter Investment Advisors, LLC 0.08% of their portfolio BIRMINGHAM, MI 32,19632.2k $913.4k $913.4k 0.08% Reduced -3.1k -3,119
73 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 31,63631.6k $897.5k $897.5k 0.00% Reduced -83.5k -83,546
74 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 31,02031.0k $880.0k $880.0k 0.00% Added +20.9k +20,926
75 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 30,57130.6k $867.3k $867.3k 0.00% Added +3.1k +3,063
76 ALPS ADVISORS INC 0.00% of their portfolio Denver, CO 29,52029.5k $837.5k $837.5k 0.00% Reduced -7.3k -7,284
77 Bayesian Capital Management, LP 0.12% of their portfolio Brooklyn, NY 25,10025.1k $712.1k $712.1k 0.12% New
78 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 23,80523.8k $693.1k $693.1k 0.01% Added +15.2k +15,153
79 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 23,60023.6k $669.5k $669.5k 0.00% Reduced -11.0k -11,040
80 Ethic Inc. 0.01% of their portfolio NEW YORK, NY 23,57823.6k $664.7k $664.7k 0.01% Reduced -10.5k -10,454
81 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 23,20123.2k $658.2k $658.2k 0.00% Reduced -52.1k -52,119
82 BKM Wealth Management, LLC 0.26% of their portfolio BROOKFIELD, WI 21,99122.0k $623.9k $623.9k 0.26% Added +2.9k +2,936
83 Investors Research Corp 0.13% of their portfolio ATLANTA, GA 21,00921.0k $596.0k $596.0k 0.13% Unchanged
84 JARISLOWSKY, FRASER Ltd 0.00% of their portfolio MONTREAL, A8 21,00021.0k $595.8k $595.8k 0.00% Reduced -300 -300
85 Inspire Advisors, LLC 0.07% of their portfolio Meridian, ID 20,63820.6k $585.5k $585.5k 0.07% Added +28 +28
86 HIGHLAND CAPITAL MANAGEMENT, LLC 0.03% of their portfolio MEMPHIS, TN 20,37520.4k $578.0k $578.0k 0.03% Reduced -1.9k -1,900
87 Y-Intercept (Hong Kong) Ltd 0.04% of their portfolio HONG KONG, K3 20,10320.1k $570.3k $570.3k 0.04% New
88 SYON CAPITAL LLC 0.05% of their portfolio SAN FRANCISCO, CA 19,81219.8k $562.1k $562.1k 0.05% Reduced -438 -438
89 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 19,80019.8k $561.7k $561.7k 0.01% Reduced -715 -715
90 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 19,43819.4k $551.8k $551.8k 0.00% Reduced -4.9k -4,884
91 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 19,33219.3k $548.4k $548.4k 0.00% Reduced -5.6k -5,572
92 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 19,28019.3k $547.0k $547.0k 0.02% New
93 QUADRANT CAPITAL GROUP LLC 0.02% of their portfolio CINCINNATI, OH 19,09119.1k $541.9k $541.9k 0.02% Added +11.7k +11,660
94 Bleakley Financial Group, LLC 0.02% of their portfolio PARSIPPANY, NJ 18,65318.7k $529.2k $529.2k 0.02% Added +949 +949
95 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 17,90017.9k $507.8k $507.8k 0.00% Added +3.9k +3,880
96 Legacy Wealth Asset Management, LLC 0.14% of their portfolio WOODBURY, MN 17,69917.7k $502.1k $502.1k 0.14% Added +147 +147
97 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 17,32917.3k $491.6k $491.6k 0.00% Reduced -2.5k -2,507
98 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 17,12117.1k $485.7k $485.7k 0.02% Reduced -6.5k -6,472
99 LANARK FINANCIAL, INC. 0.04% of their portfolio BIRMINGHAM, AL 17,10617.1k $485.0k $485.0k 0.04% Added +17.1k +17,091
100 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 16,74816.7k $475.1k $475.1k 0.00% Added +1.4k +1,373