SMITH & NEPHEW PLC SNN
SPDN ADR NEW · ADR · CUSIP 83175M205
- SectorHealth care
- IndustryOrthopedic, Prosthetic & Surgical Appliances & Supplies
- FilingsSEC EDGAR
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 196 |
| Q4 2022 | 204 |
| Q1 2023 | 216 |
| Q2 2023 | 230 |
| Q3 2023 | 210 |
| Q4 2023 | 221 |
| Q1 2024 | 213 |
| Q2 2024 | 209 |
| Q3 2024 | 209 |
| Q4 2024 | 215 |
| Q1 2025 | 226 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 98 | 95 |
| Q3 2023 | 89 | 109 |
| Q4 2023 | 117 | 99 |
| Q1 2024 | 113 | 98 |
| Q2 2024 | 104 | 90 |
| Q3 2024 | 97 | 104 |
| Q4 2024 | 110 | 97 |
| Q1 2025 | 118 | 97 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $478.3k | $156.1k | 0.33 |
| Q3 2024 | $28.0k | $205.5k | 7.33 |
| Q4 2024 | $933.1k | $248.3k | 0.27 |
| Q1 2025 | $14.2k | $132.5k | 9.34 |
Biggest buyers
| ARMISTICE CAPITAL, LLC | Added | +1.3m |
| River Road Asset Management, LLC | Added | +877.3k |
| GOLDMAN SACHS GROUP INC | Added | +583.8k |
| BANK OF MONTREAL /CAN/ | Added | +493.4k |
| BRANDES INVESTMENT PARTNERS, LP | Added | +177.6k |
| NORTHERN TRUST CORP | Added | +166.2k |
| CAUSEWAY CAPITAL MANAGEMENT LLC | Added | +126.5k |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | Added | +120.3k |
| D. E. Shaw & Co., Inc. | Added | +99.8k |
| CITADEL ADVISORS LLC | Added | +97.5k |
Biggest sellers
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.9m |
| J. Goldman & Co LP | Reduced | -1.3m |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Reduced | -1.2m |
| Scharf Investments, LLC | Reduced | -555.0k |
| TPG GP A, LLC | Sold out | -456.2k |
| FIDUCIARY MANAGEMENT INC /WI/ | Reduced | -250.9k |
| Point72 Asset Management, L.P. | Sold out | -249.5k |
| Bank of New York Mellon Corp | Reduced | -160.9k |
| MORGAN STANLEY | Reduced | -151.2k |
| Clean Yield Group | Reduced | -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.
| Holder | Stake |
|---|---|
| Cevian Capital II GP LTD 13D · may seek influence +1.1 pts · filed 2026-07-27 | 14.2% |
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
| Manager | Shares | Change |
|---|---|---|
| FIDUCIARY MANAGEMENT INC /WI/ 1.03% of their portfolio | 3.7m $106.3m | Reduced -250.9k |
| River Road Asset Management, LLC 1.12% of their portfolio | 2.9m $82.5m | Added +877.3k |
| Scharf Investments, LLC 1.78% of their portfolio | 2.1m $58.9m | Reduced -555.0k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.8m $50.3m | Added +583.8k |
| ARMISTICE CAPITAL, LLC 1.34% of their portfolio | 1.8m $50.2m | Added +1.3m |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 1.6m $44.4m | Reduced -1.9m |
| BRANDES INVESTMENT PARTNERS, LP 0.44% of their portfolio | 1.5m $43.7m | Added +177.6k |
| MORGAN STANLEY 0.00% of their portfolio | 1.3m $36.9m | Reduced -151.2k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.09% of their portfolio | 855.2k $24.3m | Reduced -1.2m |
| CLARK ESTATES INC/NY 5.11% of their portfolio | 850.0k $24.1m | Added +50.0k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 813.5k $23.1m | Added +493.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 674.6k $19.1m | Added +166.2k |
| J. Goldman & Co LP 0.68% of their portfolio | 673.6k $19.1m | Reduced -1.3m |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 618.7k $17.6m | Added +83.3k |
| CAUSEWAY CAPITAL MANAGEMENT LLC 0.36% of their portfolio | 607.4k $17.2m | Added +126.5k |
| DEPRINCE RACE & ZOLLO INC 0.32% of their portfolio | 543.7k $15.4m | Reduced -1.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 509.4k $14.5m | Added +38.5k |
| FMR LLC 0.00% of their portfolio | 484.1k $13.7m | Added +20.0k |
| BlackRock, Inc. 0.00% of their portfolio | 404.0k $11.5m | Reduced -7.9k |
| HEARTLAND ADVISORS INC 0.59% of their portfolio | 359.9k $10.2m | Reduced -77.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 340.4k $9.7m | Added +48.8k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 331.7k $9.4m | Reduced -26.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 291.1k $8.3m | Added +47.6k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 283.5k $8.0m | Added +48.0k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 266.4k $7.6m | Added +99.8k |
| Lorne Steinberg Wealth Management Inc. 2.17% of their portfolio | 262.4k $7.4m | Added +29.2k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 259.4k $7.4m | Added +56.3k |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.12% of their portfolio | 251.6k $7.1m | Added +120.3k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 189.5k $5.4m | Added +97.5k |
| Pathstone Holdings, LLC 0.02% of their portfolio | 171.9k $4.9m | Added +14.4k |
| Henry James International Management Inc. 1.52% of their portfolio | 156.5k $4.4m | Unchanged |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.09% of their portfolio | 154.3k $4.4m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 150.7k $4.3m | Added +25.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 148.4k $4.2m | Added +61.3k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 142.6k $4.0m | Added +6.1k |
| Optiver Holding B.V. 0.15% of their portfolio | 141.3k $4.0m | Reduced -66.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 138.6k $3.9m | First filing |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 138.0k $3.9m | Added +12.2k |
| Boston Partners 0.00% of their portfolio | 129.9k $3.7m | Added +40.2k |
| Sivik Global Healthcare LLC 1.86% of their portfolio | 120.0k $3.4m | Reduced -5.0k |
| Aberdeen Group plc 0.01% of their portfolio | 118.7k $3.4m | Reduced -22.5k |
| Moran Wealth Management, LLC 0.11% of their portfolio | 117.4k $3.3m | Added +1.6k |
| CITIGROUP INC 0.00% of their portfolio | 114.8k $3.3m | Reduced -4.0k |
| Crossmark Global Holdings, Inc. 0.06% of their portfolio | 114.5k $3.2m | Added +251 |
| UBS Group AG 0.00% of their portfolio | 104.5k $3.0m | Reduced -29.6k |
| STATE STREET CORP 0.00% of their portfolio | 92.2k $2.7m | Added +1.5k |
| QRG CAPITAL MANAGEMENT, INC. 0.03% of their portfolio | 85.5k $2.4m | Added +2.1k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 82.7k $2.3m | Added +7.4k |
| ABC ARBITRAGE SA 0.41% of their portfolio | 77.2k $2.2m | Reduced -120.0k |
| Ridgewood Investments LLC 0.99% of their portfolio | 74.9k $2.1m | Reduced -1.0k |
| Creative Planning 0.00% of their portfolio | 72.1k $2.0m | Reduced -9.3k |
| EARNEST PARTNERS LLC 0.01% of their portfolio | 71.7k $2.0m | Reduced -11.6k |
| HANTZ FINANCIAL SERVICES, INC. 0.03% of their portfolio | 68.7k $1.9m | Reduced -953 |
| Bridgewater Associates, LP 0.01% of their portfolio | 65.7k $1.9m | Reduced -100.7k |
| Quantinno Capital Management LP 0.01% of their portfolio | 63.5k $1.8m | Reduced -34.3k |
| EAGLE GLOBAL ADVISORS LLC 0.07% of their portfolio | 60.4k $1.7m | Reduced -6.0k |
| Tower Research Capital LLC (TRC) 0.05% of their portfolio | 58.6k $1.7m | Added +49.3k |
| LPL Financial LLC 0.00% of their portfolio | 57.8k $1.6m | Reduced -698 |
| ASHTON THOMAS SECURITIES, LLC 0.44% of their portfolio | 55.4k $1.6m | Added +16.7k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.02% of their portfolio | 53.6k $1.5m | Added +14.7k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 51.9k $1.5m | Added +1.5k |
| Integrated Quantitative Investments LLC 0.72% of their portfolio | 51.4k $1.5m | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 47.7k $1.4m | Reduced -641 |
| Aquatic Capital Management LLC 0.03% of their portfolio | 44.3k $1.3m | Added +2.7k |
| Mariner, LLC 0.00% of their portfolio | 43.6k $1.2m | Reduced -20.6k |
| Parvin Asset Management, LLC 1.17% of their portfolio | 36.6k $1.0m | Added +19.9k |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 36.1k $1.0m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 35.9k $1.0m | Added +2.6k |
| Clean Yield Group 0.33% of their portfolio | 35.8k $1.0m | Reduced -150.6k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 34.6k $980.6k | Reduced -318 |
| Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio | 32.7k $927.9k | Added +6.3k |
| Schechter Investment Advisors, LLC 0.08% of their portfolio | 32.2k $913.4k | Reduced -3.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 31.6k $897.5k | Reduced -83.5k |
| Cerity Partners LLC 0.00% of their portfolio | 31.0k $880.0k | Added +20.9k |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 30.6k $867.3k | Added +3.1k |
| ALPS ADVISORS INC 0.00% of their portfolio | 29.5k $837.5k | Reduced -7.3k |
| Bayesian Capital Management, LP 0.12% of their portfolio | 25.1k $712.1k | New |
| &PARTNERS 0.01% of their portfolio | 23.8k $693.1k | Added +15.2k |
| Corient Private Wealth LP 0.00% of their portfolio | 23.6k $669.5k | Reduced -11.0k |
| Ethic Inc. 0.01% of their portfolio | 23.6k $664.7k | Reduced -10.5k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 23.2k $658.2k | Reduced -52.1k |
| BKM Wealth Management, LLC 0.26% of their portfolio | 22.0k $623.9k | Added +2.9k |
| Investors Research Corp 0.13% of their portfolio | 21.0k $596.0k | Unchanged |
| JARISLOWSKY, FRASER Ltd 0.00% of their portfolio | 21.0k $595.8k | Reduced -300 |
| Inspire Advisors, LLC 0.07% of their portfolio | 20.6k $585.5k | Added +28 |
| HIGHLAND CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 20.4k $578.0k | Reduced -1.9k |
| Y-Intercept (Hong Kong) Ltd 0.04% of their portfolio | 20.1k $570.3k | New |
| SYON CAPITAL LLC 0.05% of their portfolio | 19.8k $562.1k | Reduced -438 |
| Atria Investments, Inc 0.01% of their portfolio | 19.8k $561.7k | Reduced -715 |
| Focus Partners Wealth 0.00% of their portfolio | 19.4k $551.8k | Reduced -4.9k |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 19.3k $548.4k | Reduced -5.6k |
| CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio | 19.3k $547.0k | New |
| QUADRANT CAPITAL GROUP LLC 0.02% of their portfolio | 19.1k $541.9k | Added +11.7k |
| Bleakley Financial Group, LLC 0.02% of their portfolio | 18.7k $529.2k | Added +949 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 17.9k $507.8k | Added +3.9k |
| Legacy Wealth Asset Management, LLC 0.14% of their portfolio | 17.7k $502.1k | Added +147 |
| HighTower Advisors, LLC 0.00% of their portfolio | 17.3k $491.6k | Reduced -2.5k |
| MGO ONE SEVEN LLC 0.02% of their portfolio | 17.1k $485.7k | Reduced -6.5k |
| LANARK FINANCIAL, INC. 0.04% of their portfolio | 17.1k $485.0k | Added +17.1k |
| Cetera Investment Advisers 0.00% of their portfolio | 16.7k $475.1k | Added +1.4k |