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Johnson & Johnson

2,990 hedge funds and large institutions have $267B invested in Johnson & Johnson in 2019 Q4 according to their latest regulatory filings, with 373 funds opening new positions, 1,140 increasing their positions, 1,233 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

465% more first-time investments, than exits

New positions opened: 373 | Existing positions closed: 66

22% more funds holding in top 10

Funds holding in top 10: 485592 (+107)

14% more capital invested

Capital invested by funds: $233B → $267B (+$33.7B)

14% more call options, than puts

Call options by funds: $2.66B | Put options by funds: $2.33B

10% more funds holding

Funds holding: 2,7242,990 (+266)

1.21% more ownership

Funds ownership: 68.38%69.59% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 1,140 | Existing positions reduced: 1,233

Holders
2,990
Holders Change
+266
Holders Change %
+9.77%
% of All Funds
58.92%
Holding in Top 10
592
Holding in Top 10 Change
+107
Holding in Top 10 Change %
+22.06%
% of All Funds
11.67%
New
373
Increased
1,140
Reduced
1,233
Closed
66
Calls
$2.66B
Puts
$2.33B
Net Calls
+$334M
Net Calls Change
+$537M
Name Holding Trade Value Shares
Change
Change in
Stake
Caisse de Depot et Placement du Quebec (CDPQ)
51
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$839M +$69.7M +513,758 +10%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$811M -$74.5M -549,613 -9%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$781M +$63M +464,646 +10%
Barclays
54
Barclays
United Kingdom
$781M -$179M -1,316,832 -20%
IFP
55
Independent Franchise Partners
United Kingdom
$762M -$112M -823,804 -14%
Toronto Dominion Bank
56
Toronto Dominion Bank
Ontario, Canada
$760M +$75.7M +558,058 +27%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$730M -$27.6M -203,327 -4%
Ninety One (UK)
58
Ninety One (UK)
United Kingdom
$690M +$48.7M +359,220 +8%
AAMU
59
Amundi Asset Management US
Massachusetts
$689M +$280M +2,061,958 +77%
Prudential Financial
60
Prudential Financial
New Jersey
$684M -$17.6M -129,779 -3%
EVM
61
Eaton Vance Management
Massachusetts
$679M +$5.09M +37,518 +0.8%
Janus Henderson Group
62
Janus Henderson Group
United Kingdom
$675M +$40.6M +299,422 +7%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$655M +$9.8M +72,274 +2%
Allianz Asset Management
64
Allianz Asset Management
Germany
$649M -$32.1M -236,498 -5%
Ensign Peak Advisors
65
Ensign Peak Advisors
Utah
$646M +$601M +4,428,089 New
Schroder Investment Management Group
66
Schroder Investment Management Group
United Kingdom
$633M -$30.3M -223,547 -5%
LSV Asset Management
67
LSV Asset Management
Illinois
$630M -$32.9M -242,382 -5%
Principal Financial Group
68
Principal Financial Group
Iowa
$625M -$10.3M -75,913 -2%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$621M -$1.58M -11,637 -0.3%
CSIA
70
Charles Schwab Investment Advisory
California
$585M +$23.9M +176,457 +5%
PI
71
Putnam Investments
Massachusetts
$585M +$22.4M +164,944 +4%
Two Sigma Advisers
72
Two Sigma Advisers
New York
$578M -$68.7M -506,700 -11%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$578M -$2.34M -17,272 -0.4%
Canada Pension Plan Investment Board
74
Canada Pension Plan Investment Board
Ontario, Canada
$573M -$64.3M -473,962 -11%
JIM
75
Jensen Investment Management
Oregon
$568M +$20.4M +150,370 +4%

JNJ Hedge Fund Activity: Q4 2019 in Review

2,990 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q4 2019, worth a combined $267B — up 14% from $233B a quarter earlier.

Buyers outnumbered sellers: 373 funds opened new JNJ positions and 66 closed out — a net gain of 307 holders — while 1,140 added to existing stakes and 1,233 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $783M. The largest seller was Capital World Investors, cutting an estimated $1.27B.

  • 2,990 institutional investors held Johnson & Johnson (JNJ) as of Q4 2019, up from 2,724 in Q3 2019.
  • Funds reported $267B of Johnson & Johnson stock for Q4 2019, up 14% quarter-over-quarter.
  • 373 funds opened new Johnson & Johnson positions in Q4 2019 and 66 closed out, a net change of +307 holders.
  • The largest Johnson & Johnson buyer in Q4 2019 was JP Morgan Chase, an estimated $783M added.
  • The largest Johnson & Johnson seller in Q4 2019 was Capital World Investors, an estimated $1.27B sold.

Based on aggregated 13F filings for Q4 2019.