SNN
Smith & Nephew plc · Healthcare · Medical - Devices
Señales de momentum (gestores comparables):
amplitud de titulares -7.7% ·
flujo de acciones +2.9% ·
nuevas posiciones netas -8.3%
· fórmula
Acumulación concentrada: acciones en aumento entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 25.98K | $699,904 | n/a | n/a |
| Q2 2026 | 74 | +1 | 22.16M | $639.36M | +4 | −4 |
| Q1 2026 | 75 | +2 | 19.54M | $620.82M | +5 | −3 |
| Q4 2025 | 73 | 0 | 18.46M | $605.64M | n/a | n/a |
| Q3 2025 | 12 | -1 | 6.32M | $229.46M | +1 | −2 |
| Q2 2025 | 10 | +2 | 1.67M | $51.09M | +2 | n/a |
| Q1 2025 | 6 | 0 | 2.19M | $62.29M | +1 | −1 |
| Q4 2024 | 6 | +1 | 4.19M | $103.01M | +2 | −1 |
| Q3 2024 | 4 | +1 | 214.49K | $6.68M | +1 | n/a |
| Q2 2024 | 3 | n/a | 434.31K | $10.76M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 1.95M | n/a | $70.88M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 1.95M | n/a | $70.83M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 3 | JPMorgan Chase ✦ | 571.86K | n/a | $20.75M | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 4 | Fidelity (FMR) ✦ | 542.79K | +7.5% | $19.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | BlackRock ✦ (pasivo) | 463.24K | +13.8% | $16.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Arrowstreet Capital ✦ | 410.62K | Nuevo | $14.90M | 0.0% | New | 1 | SEC ↗ |
| 7 | Bridgewater Associates ✦ | 203.99K | +163.8% | $7.40M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | Millennium Management ✦ | 65.73K | -83.9% | $2.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 57.62K | +5.1% | $2.09M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 55.87K | -15.2% | $2.03M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | State Street Global Advisors ✦ (pasivo) | 36.43K | -1.3% | $1.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 9.91K | +22.0% | $359,595 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Arrowstreet Capital | $14.90M | 0.0% |
Posición cerrada
| Renaissance Technologies | $2.95M | era 0.0% |
| Marshall Wace | $261,366 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 277 tenedores, 31.65M acciones, $967.35M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.