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Johnson & Johnson

3,679 hedge funds and large institutions have $260B invested in Johnson & Johnson in 2023 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 1,220 increasing their positions, 1,999 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $3.26B | Put options by funds: $2.81B

0.63% less ownership

Funds ownership: 69.83%69.2% (-0.63%)

2% less funds holding

Funds holding: 3,7523,679 (-73)

13% less capital invested

Capital invested by funds: $300B → $260B (-$40B)

17% less first-time investments, than exits

New positions opened: 151 | Existing positions closed: 181

19% less funds holding in top 10

Funds holding in top 10: 457370 (-87)

39% less repeat investments, than reductions

Existing positions increased: 1,220 | Existing positions reduced: 1,999

Holders
3,679
Holders Change
-73
Holders Change %
-1.95%
% of All Funds
58.38%
Holding in Top 10
370
Holding in Top 10 Change
-87
Holding in Top 10 Change %
-19.04%
% of All Funds
5.87%
New
151
Increased
1,220
Reduced
1,999
Closed
181
Calls
$3.26B
Puts
$2.81B
Net Calls
+$450M
Net Calls Change
-$1.15B
Name Holding Trade Value Shares
Change
Change in
Stake
NC
326
Nicholas Company
Wisconsin
$50.5M -$1.02M -6,205 -2%
Connor, Clark & Lunn Investment Management (CC&L)
327
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$50.4M +$12.1M +73,229 +29%
OPERF
328
Oregon Public Employees Retirement Fund
Oregon
$49.7M -$15.2M -91,847 -22%
GLA
329
Great Lakes Advisors
Illinois
$49.4M -$1.64M -9,928 -3%
KAS
330
Kestra Advisory Services
Texas
$49.3M -$4.34M -26,310 -8%
PWLP
331
Prio Wealth Limited Partnership
Massachusetts
$49.1M -$1.17M -7,111 -2%
X
332
Xponance
Pennsylvania
$48.9M -$2.3M -13,966 -4%
AOI
333
Auto-Owners Insurance
Michigan
$48.7M
SPIA
334
Steward Partners Investment Advisory
New York
$48.5M -$544K -3,295 -1%
CDH
335
Charles D. Hyman
$48.2M -$180K -1,091 -0.4%
CVA
336
Ceredex Value Advisors
Florida
$47.9M -$25.7M -155,922 -34%
AA
337
Ancora Advisors
Ohio
$47.7M -$1.35M -8,153 -3%
WG
338
Welch Group
Alabama
$47.7M +$755K +4,577 +2%
SYBT
339
Stock Yards Bank & Trust
Kentucky
$47.2M -$553K -3,351 -1%
QCM
340
QRG Capital Management
Illinois
$47.1M +$49.9M +302,323 New
TIAA Trust, National Association
341
TIAA Trust, National Association
North Carolina
$46.7M +$49.5M +299,714 New
VDI
342
Vaughan David Investments
Illinois
$46.6M +$503K +3,048 +1%
CCM
343
Compass Capital Management
Minnesota
$46.6M -$1.74M -10,520 -3%
TAM
344
Troy Asset Management
United Kingdom
$46.6M -$15.7M -95,337 -24%
ACM
345
Advisors Capital Management
New Jersey
$46.5M -$13.5M -81,928 -22%
RCM
346
RNC Capital Management
California
$46.4M +$6.41M +38,853 +15%
PAM
347
Panagora Asset Management
Massachusetts
$46.3M -$36.6M -221,815 -43%
DRZID
348
DePrince Race & Zollo Inc (DRZ)
Florida
$46.2M -$369K -2,236 -0.7%
WIC
349
Willis Investment Counsel
Georgia
$46M -$6.04M -36,585 -11%
CAI
350
Capital Advisors Inc
Oklahoma
$45.8M +$3.39M +20,555 +8%

JNJ Hedge Fund Activity: Q3 2023 in Review

3,679 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q3 2023, worth a combined $260B — down 13% from $300B a quarter earlier.

Sellers outnumbered buyers: 181 funds closed out of JNJ and 151 opened new positions — a net loss of 30 holders — while 1,999 trimmed existing stakes and 1,220 added.

The largest buyer was Goldman Sachs, adding an estimated $394M. The largest seller was Vanguard Group, cutting an estimated $3B.

  • 3,679 institutional investors held Johnson & Johnson (JNJ) as of Q3 2023, down from 3,752 in Q2 2023.
  • Funds reported $260B of Johnson & Johnson stock for Q3 2023, down 13% quarter-over-quarter.
  • 151 funds opened new Johnson & Johnson positions in Q3 2023 and 181 closed out, a net change of -30 holders.
  • The largest Johnson & Johnson buyer in Q3 2023 was Goldman Sachs, an estimated $394M added.
  • The largest Johnson & Johnson seller in Q3 2023 was Vanguard Group, an estimated $3B sold.

Based on aggregated 13F filings for Q3 2023.