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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
CWC
3276
Carolinas Wealth Consulting
North Carolina
$394K +$9.81K +64 +0.4%
WAS
3277
Winch Advisory Services
Wisconsin
$394K +$47.4K +309 +14%
ACM
3278
AUA Capital Management
Pennsylvania
$394K – – –
PTC
3279
Provident Trust Company
Wisconsin
$393K -$20.2K -132 -5%
FA
3280
FC Advisory
Pennsylvania
$393K +$2.45K +16 +0.6%
ICM
3281
Intrepid Capital Management
Florida
$392K +$173K +1,131 +82%
DSAM
3282
Dock Street Asset Management
Florida
$392K -$119K -774 -24%
BFA
3283
Beacon Financial Advisory
Ohio
$392K -$7.67K -50 -2%
MIM
3284
Meridiem Investment Management
United Kingdom
$392K – – –
MA
3285
Mezzasalma Advisors
New Jersey
$391K -$9.66K -63 -2%
FWSM
3286
First Wilshire Securities Management
California
$389K – – –
GA
3287
Greytown Advisors
Florida
$389K +$1.07K +7 +0.3%
BRIA
3288
Balanced Rock Investment Advisors
Massachusetts
$388K +$380K +2,476 New
MBI
3289
May Barnhard Investments
Maryland
$388K +$380K +2,475 New
SFS
3290
Sharp Financial Services
Pennsylvania
$388K +$380K +2,475 New
SCM
3291
Silvant Capital Management
Georgia
$387K – – –
LP
3292
LGL Partners
Pennsylvania
$387K -$153K -1,001 -29%
OCM
3293
Objective Capital Management
Ohio
$387K -$30.8K -201 -8%
SXL
3294
Summit X LLC
Missouri
$387K -$12.7K -83 -3%
SIC
3295
Schwartz Investment Counsel
Michigan
$386K – – –
TC
3296
Tsai Capital
New York
$386K – – –
HAS
3297
Holland Advisory Services
Florida
$385K -$106K -694 -22%
THL
3298
Tillman Hartley LLC
Colorado
$385K +$307 +2 +0.1%
VCM
3299
Versant Capital Management
Arizona
$385K -$4.75K -31 -1%
LI
3300
Latash Investments
Alaska
$384K – – –
130 131
132
133 134

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.