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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
SS
601
Simplicity Solutions
Minnesota
$18.4M -$2.18M -13,227 -10%
P
602
Pitcairn
Pennsylvania
$18.4M -$330 -2 -0%
LRPA
603
L. Roy Papp & Associates
Arizona
$18.3M -$60.2K -365 -0.3%
CA
604
Callahan Advisors
Texas
$18.3M -$431K -2,614 -2%
VWM
605
Valley Wealth Managers
New Jersey
$18.2M -$515K -3,121 -3%
MC
606
Moors & Cabot
Massachusetts
$18.2M -$161K -976 -0.8%
MA
607
Montag & Associates
Georgia
$18.2M -$632K -3,829 -3%
DWA
608
Douglass Winthrop Advisors
New York
$18.1M +$6.93K +42 +0%
BFIM
609
Beese Fulmer Investment Management
Ohio
$18.1M -$922K -5,585 -5%
SSB
610
Sandy Spring Bank
Maryland
$18M -$801K -4,855 -4%
MCM
611
Mill Capital Management
North Carolina
$18M
BFS
612
Bard Financial Services
Connecticut
$17.9M -$283K -1,713 -1%
WDA
613
Wendell David Associates
New Hampshire
$17.9M +$1.04M +6,290 +6%
TA
614
TruWealth Advisors
Louisiana
$17.9M +$2.07M +12,561 +12%
NB
615
NBT Bank
New York
$17.9M +$5.53M +33,543 +41%
MGP
616
Metis Global Partners
California
$17.8M +$1.33M +8,044 +8%
DWT
617
Dorsey & Whitney Trust
South Dakota
$17.7M -$665K -4,029 -3%
GI
618
GAMCO Investors
Connecticut
$17.7M -$3.23M -19,588 -15%
CSPIA
619
Cary Street Partners Investment Advisory
Virginia
$17.6M +$4.77M +28,921 +34%
BSW
620
Buckingham Strategic Wealth
Missouri
$17.6M -$126K -763 -0.7%
BFG
621
Bleakley Financial Group
New Jersey
$17.6M -$1.68M -10,188 -8%
Envestnet Portfolio Solutions
622
Envestnet Portfolio Solutions
Illinois
$17.5M +$18.6M +112,667 New
TCA
623
Transcend Capital Advisors
New Jersey
$17.5M +$10M +60,704 +117%
IWC
624
Integrated Wealth Concepts
Massachusetts
$17.5M -$570K -3,453 -3%
JMFC
625
J.M. Forbes & Co
Massachusetts
$17.5M +$61.7K +374 +0.3%

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.