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Johnson & Johnson

2,320 hedge funds and large institutions have $208B invested in Johnson & Johnson in 2016 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 901 increasing their positions, 1,000 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 73

4% more funds holding

Funds holding: 2,2272,320 (+93)

0.43% more ownership

Funds ownership: 65.89%66.32% (+0.43%)

2% less capital invested

Capital invested by funds: $211B → $208B (-$3.27B)

10% less repeat investments, than reductions

Existing positions increased: 901 | Existing positions reduced: 1,000

6% less funds holding in top 10

Funds holding in top 10: 771722 (-49)

32% less call options, than puts

Call options by funds: $1.7B | Put options by funds: $2.5B

Holders
2,320
Holders Change
+93
Holders Change %
+4.18%
% of All Funds
58%
Holding in Top 10
722
Holding in Top 10 Change
-49
Holding in Top 10 Change %
-6.36%
% of All Funds
18.05%
New
202
Increased
901
Reduced
1,000
Closed
73
Calls
$1.7B
Puts
$2.5B
Net Calls
-$804M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
301
Gotham Asset Management
New York
$54.8M +$30.2M +261,679 +122%
BAPIM
302
British Airways Pensions Investment Management
United Kingdom
$54.4M -$23.5M -203,167 -30%
SAM
303
Sawgrass Asset Management
Florida
$53.9M -$707K -6,120 -1%
MIS
304
Morningstar Investment Services
Illinois
$53.9M +$3.19M +27,626 +6%
SIA
305
Sit Investment Associates
Minnesota
$53.8M -$6.85M -59,300 -11%
Natixis Advisors
306
Natixis Advisors
Massachusetts
$53.7M -$12.2M -105,499 -18%
Alyeska Investment Group
307
Alyeska Investment Group
Illinois
$53.5M +$53.6M +464,345 New
UCFA
308
United Capital Financial Advisors
Texas
$53.2M +$778K +6,736 +1%
XK
309
Xact Kapitalforvaltning
Sweden
$53M +$1.66M +14,361 +3%
TAF
310
Tredje AP-fonden
Sweden
$52.5M +$5.41M +46,839 +11%
WCM
311
Wedge Capital Management
North Carolina
$51.7M +$3.21M +27,811 +7%
CIBC World Market
312
CIBC World Market
Ontario, Canada
$51.6M +$337K +2,921 +0.7%
SBH
313
Segall Bryant & Hamill
Illinois
$51.4M +$5.14M +44,521 +11%
TCM
314
Tekla Capital Management
Massachusetts
$51.1M +$12.2M +105,900 +31%
LCS
315
Levin Capital Strategies
New York
$50.7M -$4.27M -36,941 -8%
ZIG
316
Zurich Insurance Group
Switzerland
$50.6M +$3.76M +32,565 +8%
MCM
317
McKinley Capital Management
Alaska
$50.3M -$8.62M -74,590 -15%
QI
318
QS Investors
New York
$50.1M -$15.4M -133,125 -23%
FQ
319
First Quadrant
California
$50.1M -$1.57M -13,613 -3%
FT
320
Fiduciary Trust
Massachusetts
$50M +$542K +4,693 +1%
MA
321
MUFG Americas
New York
$49.2M -$6.27M -54,276 -11%
N
322
Natixis
France
$48.9M +$45.1M +390,069 +1,147%
BFS
323
Bradley Foster & Sargent
Connecticut
$48.6M +$1.26M +10,877 +3%
MVIP
324
Mar Vista Investment Partners
California
$47.9M +$791K +6,847 +2%
RCAMU
325
Rothschild & Co Asset Management US
Connecticut
$47.5M +$16.3M +141,215 +52%

JNJ Hedge Fund Activity: Q4 2016 in Review

2,320 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q4 2016, worth a combined $208B — down 1.5% from $211B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new JNJ positions and 73 closed out — a net gain of 129 holders — while 901 added to existing stakes and 1,000 trimmed.

The largest buyer was State Street, adding an estimated $565M. The largest seller was Fidelity Investments, cutting an estimated $591M.

  • 2,320 institutional investors held Johnson & Johnson (JNJ) as of Q4 2016, up from 2,227 in Q3 2016.
  • Funds reported $208B of Johnson & Johnson stock for Q4 2016, down 1.5% quarter-over-quarter.
  • 202 funds opened new Johnson & Johnson positions in Q4 2016 and 73 closed out, a net change of +129 holders.
  • The largest Johnson & Johnson buyer in Q4 2016 was State Street, an estimated $565M added.
  • The largest Johnson & Johnson seller in Q4 2016 was Fidelity Investments, an estimated $591M sold.

Based on aggregated 13F filings for Q4 2016.