SNN
Smith & Nephew plc · Healthcare · Medical - Devices
Données momentum (gérants comparables) :
étendue des détenteurs -7.7% ·
flux d'actions +2.9% ·
nouvelles positions nettes -8.3%
— formule
Accumulation concentrée — hausse des parts chez un moins grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 75 | +1 | 22.17M | $639.71M | +4 | −3 |
| Q1 2026 | 75 | +2 | 19.54M | $620.82M | +5 | −3 |
| Q4 2025 | 73 | 0 | 18.46M | $605.64M | — | — |
| Q3 2025 | 12 | -1 | 6.32M | $229.46M | +1 | −2 |
| Q2 2025 | 10 | +2 | 1.67M | $51.09M | +2 | — |
| 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 | — |
| Q2 2024 | 3 | — | 434.31K | $10.76M | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 1.95M | — | $70.88M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 1.95M | — | $70.88M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 1.95M | — | $70.88M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.95M | — | $70.83M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.95M | — | $70.83M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.95M | — | $70.83M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.95M | — | $70.83M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.95M | — | $70.83M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.95M | — | $70.83M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 571.86K | — | $20.75M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 571.86K | — | $20.75M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 571.86K | — | $20.75M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 571.86K | — | $20.75M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 571.86K | — | $20.75M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 571.86K | — | $20.75M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 571.86K | — | $20.75M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 571.86K | — | $20.75M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 571.86K | — | $20.75M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 571.86K | — | $20.75M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 571.86K | — | $20.75M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 571.86K | — | $20.75M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 571.86K | — | $20.75M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 571.86K | — | $20.75M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 571.86K | — | $20.75M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 571.86K | — | $20.75M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 542.79K | +7.5% | $19.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 542.79K | +7.5% | $19.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | BlackRock ✦ (passif) | 463.24K | +13.8% | $16.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | BlackRock ✦ (passif) | 463.24K | +13.8% | $16.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Arrowstreet Capital ✦ | 410.62K | Nouveau | $14.90M | 0.0% | New | 1 | SEC ↗ |
| 31 | Bridgewater Associates ✦ | 203.99K | +163.8% | $7.40M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 32 | Millennium Management ✦ | 65.73K | -83.9% | $2.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | D. E. Shaw & Co. ✦ | 57.62K | +5.1% | $2.09M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 55.87K | -15.2% | $2.03M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 35 | State Street Global Advisors ✦ (passif) | 36.43K | -1.3% | $1.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 9.91K | +22.0% | $359,595 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 9.91K | +22.0% | $359,595 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 9.91K | +22.0% | $359,595 | 0.0% | ▲ Add | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Arrowstreet Capital | $14.90M | 0.0% |
Sorti(e)
| Renaissance Technologies | $2.95M | était 0.0% |
| Marshall Wace | $261,366 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 2 détenteurs, 515.19K actions, $4.73M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.