Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Smith & Nephew plc (SNN)

275 + Investors. Track Smart Money conviction in SNN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
8Q ▲
Buyers last Q
66%

Smart Money Signals — SNN

Based on 277 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added SNN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
277 hedge funds hold SNN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q
+56 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 66% buying

179 buying94 selling
Last quarter: 179 funds were net buyers (48 opened a brand new position + 131 added to an existing one). Only 94 were sellers (61 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new SNN position: 37 → 46 → 42 → 48. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 22% medium ■ 22% new
155 out of 277 hedge funds have held SNN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~48 new funds/quarter

40 → 37 → 46 → 42 → 48 new funds/Q
New funds entering each quarter: 37 → 46 → 42 → 48. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 10% 1-2yr ■ 28% new
Of 277 current holders: 170 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
37 of 277 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in SNN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SNN

In 2026 Q1, 179 hedge funds were net buyers of SNN (48 opened a new position, 131 added to an existing one), while 94 reduced or exited (61 trimmed, 33 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in SNN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 277.

Hedge Fund Ownership: SNN

How many hedge funds hold SNN — quarterly history vs. share price
Quarterly hedge fund ownership of SNN vs. share price

Market Analysis: SNN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SNN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Smith & Nephew plc (SNN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SNN has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
SNN
-5.4%
XLV
+2.8%

SNN outperformed XLV by -8.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
SNN
+0.7%
XLV
+3.9%

Since the filing became public, SNN outperformed XLV by -3.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 2 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: SNN
275 + Investors

Track Smart Money conviction in SNN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 275 262 4.96%
13F Shares 32M 32M -0.93%
Total Value $977M $1.04B -5.7%
New Positions 47 42 +5
Increased Positions 130 91 +39
Closed Positions 34 31 +3
Reduced Positions 61 90 -29
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SNN

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Institutional Holders (2026 Q1)

275 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SNN. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SNN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Transmarket Holdings LP 5.78% 241,032 $7.9M
2 Lorne Steinberg Wealth Management Inc. 2.01% 266,380 $8.5M
3 Henry James International Management Inc. 1.72% 149,906 $4.8M
4 Clark Estates Inc/Ny 1.68% 220,000 $7.0M
5 Abc Arbitrage SA 1.23% 290,681 $9.2M
6 River Road Asset Management, LLC 1.17% 3,241,750 $103.0M
7 South Street Advisors LLC 0.99% 215,320 $6.8M
8 Todd Asset Management LLC 0.87% 1,393,322 $44.3M
9 Parvin Asset Management, LLC 0.85% 36,944 $1.2M
10 Causeway Capital Management LLC 0.37% 953,146 $30.3M
11 Brandes Investment Partners, LP 0.30% 1,342,198 $42.7M
12 Miller Global Investments, LLC 0.30% 10,242 $325K
13 Deprince Race & Zollo Inc 0.22% 360,049 $11.4M
14 BKM Wealth Management, LLC 0.21% 18,462 $587K
15 Corient IA LLC 0.18% 5,960 $189K
16 Moran Wealth Management, LLC 0.17% 173,349 $5.5M
17 Seed Wealth Management, Inc. 0.17% 7,570 $241K
18 Phillips Wealth Planners LLC 0.16% 7,337 $214K
19 Cinctive Capital Management LP 0.14% 69,891 $2.2M
20 Gallacher Capital Management LLC 0.14% 11,861 $377K
21 Legacy Wealth Asset Management, LLC 0.14% 18,480 $587K
22 PCM Encore, LLC 0.13% 20,620 $655K
23 LMR Partners LLP 0.12% 1,767,872 $56.2M
24 Plan A Wealth LLC 0.11% 7,386 $235K
25 Kornitzer Capital Management Inc /Ks 0.11% 154,254 $4.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Smith & Nephew plc (SNN)

What does the Smart Money Trend signal show for SNN?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added SNN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SNN?

More buyers than sellers — 66% buying: Last quarter: 179 funds were net buyers (48 opened a brand new position + 131 added to an existing one). Only 94 were sellers (61 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SNN holders?

Elite ownership — 47% AUM from top-100 funds: 37 of 277 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in SNN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SNN?

56% of holders stayed for 2+ years: 155 out of 277 hedge funds have held SNN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Smith & Nephew plc (SNN) following the 2026 Q1 hedge fund 13F filings?

As of today, SNN has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLV sector ETF — an outperformance of -3.2%. Since the quarter end (March 31, 2026), SNN has gained -5.4% vs +2.8% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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