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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
LCM
551
LVM Capital Management
Michigan
$22.4M +$713K +4,415 +3%
AAS
552
Avantax Advisory Services
Texas
$22.3M +$711K +4,403 +3%
HTI
553
Hikari Tsushin Inc
Japan
$22.2M
HI
554
Hendershot Investments
Virginia
$22.2M -$494K -3,061 -2%
Kayne Anderson Rudnick Investment Management
555
Kayne Anderson Rudnick Investment Management
California
$22.1M -$543K -3,361 -2%
Barrow, Hanley, Mewhinney & Strauss
556
Barrow, Hanley, Mewhinney & Strauss
Texas
$22M -$9.61M -59,538 -30%
JAFL
557
Jay A. Fishman Ltd
Michigan
$22M -$2.26K -14 -0%
GI
558
GAMCO Investors
Connecticut
$21.9M -$2.36M -14,625 -9%
CA
559
CapWealth Advisors
Tennessee
$21.8M -$2.73M -16,913 -11%
DT
560
Diversified Trust
Tennessee
$21.7M +$1.54M +9,547 +7%
Wealth Enhancement Advisory Services
561
Wealth Enhancement Advisory Services
Minnesota
$21.6M +$8.6M +53,266 +62%
FFM
562
Fullerton Fund Management
Singapore
$21.4M +$12.8M +79,475 +136%
NP
563
NS Partners
United Kingdom
$21.4M -$68.3K -423 -0.3%
AAIM
564
Asset Advisors Investment Management
Georgia
$21.3M -$386K -2,392 -2%
PCIA
565
Prime Capital Investment Advisors
Kansas
$21.2M -$7.7M -47,696 -26%
CC
566
Cannell & Co
New York
$21M -$260K -1,612 -1%
SFG
567
Sather Financial Group
Texas
$21M -$32.3K -200 -0.1%
BFA
568
Beaumont Financial Advisors
Massachusetts
$21M -$694K -4,296 -3%
CFG
569
Citizens Financial Group
Rhode Island
$20.9M +$8.62M +53,387 +65%
SS
570
Simplicity Solutions
Minnesota
$20.8M +$15.1M +93,366 +227%
WPC
571
Waters Parkerson & Co
Louisiana
$20.8M -$75.6K -468 -0.3%
KS
572
Karpas Strategies
Connecticut
$20.8M -$5.97K -37 -0%
ACM
573
Ardent Capital Management
Ohio
$20.8M +$437K +2,709 +2%
WT
574
Washington Trust
Rhode Island
$20.7M +$298K +1,847 +1%
VMPIC
575
Varma Mutual Pension Insurance Co
Finland
$20.7M -$22.6M -140,000 -51%

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.