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Johnson & Johnson
JNJ

3,869 hedge funds and large institutions have $269B invested in Johnson & Johnson in 2023 Q4 according to their latest regulatory filings, with 373 funds opening new positions, 1,301 increasing their positions, 1,882 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more first-time investments, than exits

New positions opened: 373 | Existing positions closed: 125

19% more call options, than puts

Call options by funds: $3.25B | Put options by funds: $2.73B

5% more funds holding

Funds holding: 3,679 → 3,869 (+190)

2.15% more ownership

Funds ownership: 69.2% → 71.36% (+2.2%)

4% more capital invested

Capital invested by funds: $260B → $269B (+$9.6B)

20% less funds holding in top 10

Funds holding in top 10: 370 → 295 (-75)

31% less repeat investments, than reductions

Existing positions increased: 1,301 | Existing positions reduced: 1,882

Holders
3,869
Holders Change
+190
Holders Change %
+5.16%
% of All Funds
56.4%
Holding in Top 10
295
Holding in Top 10 Change
-75
Holding in Top 10 Change %
-20.27%
% of All Funds
4.3%
New
373
Increased
1,301
Reduced
1,882
Closed
125
Calls
$3.25B
Puts
$2.73B
Net Calls
+$518M
Net Calls Change
+$67.9M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.45B
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$646M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$520M
4
UBS AM
UBS AM
Illinois
+$466M
5
Amundi
Amundi
France
+$398M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$406M
2
Barclays
Barclays
United Kingdom
-$359M
3
Capital World Investors
Capital World Investors
California
-$358M
4
Millennium Management
Millennium Management
New York
-$254M
5
JP Morgan Chase
JP Morgan Chase
New York
-$231M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
3251
CGC Financial Services
Oregon
$409K +$20.1K +131 +5%
AC
3252
ASB Consultores
Florida
$409K -$299K -1,953 -43%
WCFA
3253
Walkner Condon Financial Advisors
Wisconsin
$408K +$98K +639 +33%
HFP
3254
Holistic Financial Partners
Indiana
$407K +$92.2K +601 +30%
EDRIA
3255
Edmonds Duncan Registered Investment Advisors
Kansas
$407K – – –
MTIC
3256
Missouri Trust & Investment Company
Missouri
$407K +$125K +812 +46%
OWA
3257
ORBA Wealth Advisors
Illinois
$407K +$398K +2,594 New
OS
3258
Objectivity Squared
South Carolina
$405K +$396K +2,583 New
BBWA
3259
Bell & Brown Wealth Advisors
California
$405K +$396K +2,582 New
I
3260
InceptionR
California
$404K +$395K +2,578 New
MFG
3261
MTM Financial Group
Pennsylvania
$404K – – –
AC
3262
AWM Capital
Arizona
$404K -$41.1K -268 -9%
GKIM
3263
GW&K Investment Management
Massachusetts
$403K -$8.59K -56 -2%
MCM
3264
Mainstay Capital Management
Michigan
$403K +$394K +2,570 New
GCM
3265
G2 Capital Management
Ohio
$403K +$394K +2,570 New
PIS
3266
POM Investment Strategies
North Carolina
$402K +$393K +2,566 New
AFO
3267
Arrowroot Family Office
California
$401K -$5.37K -35 -1%
BWA
3268
Beam Wealth Advisors
Louisiana
$401K +$6.29K +41 +2%
IAP
3269
Indie Asset Partners
Indiana
$401K – – –
PC
3270
Peavine Capital
Nevada
$400K – – –
PCMF
3271
Private Capital Management (Florida)
Florida
$397K +$31.7K +207 +9%
IPWA
3272
International Private Wealth Advisors
California
$397K +$388K +2,531 New
ME
3273
McIlrath & Eck
Washington
$396K +$1.53K +10 +0.4%
SFA
3274
Source Financial Advisors
New York
$395K -$22.2K -145 -5%
LFGO
3275
Legacy Financial Group (Oklahoma)
Oklahoma
$395K -$307 -2 -0.1%
129 130
131
132 133

JNJ Hedge Fund Activity: Q4 2023 in Review

3,869 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q4 2023, worth a combined $269B — up 3.7% from $260B a quarter earlier.

Buyers outnumbered sellers: 373 funds opened new JNJ positions and 125 closed out — a net gain of 248 holders — while 1,301 added to existing stakes and 1,882 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.45B. The largest seller was Bank of America, cutting an estimated $406M.

  • 3,869 institutional investors held Johnson & Johnson (JNJ) as of Q4 2023, up from 3,679 in Q3 2023.
  • Funds reported $269B of Johnson & Johnson stock for Q4 2023, up 3.7% quarter-over-quarter.
  • 373 funds opened new Johnson & Johnson positions in Q4 2023 and 125 closed out, a net change of +248 holders.
  • The largest Johnson & Johnson buyer in Q4 2023 was Morgan Stanley, an estimated $6.45B added.
  • The largest Johnson & Johnson seller in Q4 2023 was Bank of America, an estimated $406M sold.

Based on aggregated 13F filings for Q4 2023.