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Johnson & Johnson

3,729 hedge funds and large institutions have $280B invested in Johnson & Johnson in 2023 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 1,676 increasing their positions, 1,560 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $3.16B | Put options by funds: $2.37B

13% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 146

7% more repeat investments, than reductions

Existing positions increased: 1,676 | Existing positions reduced: 1,560

0.75% less ownership

Funds ownership: 69.8%69.05% (-0.75%)

2% less funds holding

Funds holding: 3,7893,729 (-60)

14% less capital invested

Capital invested by funds: $326B → $280B (-$46.2B)

38% less funds holding in top 10

Funds holding in top 10: 706436 (-270)

Holders
3,729
Holders Change
-60
Holders Change %
-1.58%
% of All Funds
59.42%
Holding in Top 10
436
Holding in Top 10 Change
-270
Holding in Top 10 Change %
-38.24%
% of All Funds
6.95%
New
165
Increased
1,676
Reduced
1,560
Closed
146
Calls
$3.16B
Puts
$2.37B
Net Calls
+$796M
Net Calls Change
+$419M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
2601
WrapManager Inc
California
$940K +$13.4K +83 +1%
AIFAIM
2602
American Institute for Advanced Investment Management
Arizona
$939K -$210K -1,300 -18%
CSA
2603
Cottage Street Advisors
Massachusetts
$936K -$145M -895,111 -99%
KPWG
2604
KFA Private Wealth Group
Virginia
$936K +$77.8K +482 +9%
LCM
2605
Liberty Capital Management
Michigan
$936K -$6.46K -40 -0.7%
XSC
2606
X-Square Capital
Puerto Rico
$934K -$202K -1,251 -17%
BFA
2607
Brendel Financial Advisors
New Hampshire
$932K +$971K +6,011 New
LIA
2608
LBMC Investment Advisors
Tennessee
$931K +$323 +2 +0%
AA
2609
Advisory Alpha
Michigan
$930K +$9.2K +57 +1%
IWM
2610
Iams Wealth Management
Nebraska
$930K +$393K +2,435 +67%
SC
2611
Shay Capital
New York
$930K +$969K +6,000 New
TCBWMS
2612
Texas Capital Bank Wealth Management Services
Texas
$930K -$103K -640 -10%
GWAM
2613
Guardian Wealth Advisors (Minnesota)
Minnesota
$926K +$43.4K +269 +5%
BBL
2614
Beck Bode LLC
Massachusetts
$926K +$496K +3,073 +106%
FA
2615
Faithward Advisors
Pennsylvania
$925K +$671K +4,153 +260%
SAM
2616
Secure Asset Management
Michigan
$924K +$41K +254 +4%
RPCONE
2617
Retirement Planning Company of New England
Rhode Island
$923K +$21.2K +131 +2%
LIM
2618
Loudon Investment Management
New Hampshire
$922K
VCP
2619
Vista Capital Partners
Oregon
$922K +$6.62K +41 +0.7%
DOA
2620
D'Orazio & Associates
Virginia
$920K -$1.03M -6,392 -52%
LPAM
2621
Lodestar Private Asset Management
California
$918K +$94K +582 +11%
FWP
2622
Firethorn Wealth Partners
Georgia
$918K +$17K +105 +2%
AWMG
2623
Alliance Wealth Management Group
New Jersey
$917K +$22.6K +140 +2%
TWD
2624
True Wealth Design
Ohio
$917K +$114K +705 +14%
CFO
2625
Callan Family Office
Pennsylvania
$916K +$241K +1,495 +34%

JNJ Hedge Fund Activity: Q1 2023 in Review

3,729 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q1 2023, worth a combined $280B — down 14% from $326B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new JNJ positions and 146 closed out — a net gain of 19 holders — while 1,676 added to existing stakes and 1,560 trimmed.

The largest buyer was BlackRock, adding an estimated $434M. The largest seller was Bank of New York Mellon, cutting an estimated $998M.

  • 3,729 institutional investors held Johnson & Johnson (JNJ) as of Q1 2023, down from 3,789 in Q4 2022.
  • Funds reported $280B of Johnson & Johnson stock for Q1 2023, down 14% quarter-over-quarter.
  • 165 funds opened new Johnson & Johnson positions in Q1 2023 and 146 closed out, a net change of +19 holders.
  • The largest Johnson & Johnson buyer in Q1 2023 was BlackRock, an estimated $434M added.
  • The largest Johnson & Johnson seller in Q1 2023 was Bank of New York Mellon, an estimated $998M sold.

Based on aggregated 13F filings for Q1 2023.