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Johnson & Johnson

2,233 hedge funds and large institutions have $221B invested in Johnson & Johnson in 2016 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 868 increasing their positions, 1,042 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 50

14% more capital invested

Capital invested by funds: $194B → $221B (+$26.9B)

13% more funds holding in top 10

Funds holding in top 10: 756856 (+100)

1% more funds holding

Funds holding: 2,2042,233 (+29)

7% less call options, than puts

Call options by funds: $2.12B | Put options by funds: $2.28B

2.28% less ownership

Funds ownership: 68.63%66.35% (-2.3%)

17% less repeat investments, than reductions

Existing positions increased: 868 | Existing positions reduced: 1,042

Holders
2,233
Holders Change
+29
Holders Change %
+1.32%
% of All Funds
59.56%
Holding in Top 10
856
Holding in Top 10 Change
+100
Holding in Top 10 Change %
+13.23%
% of All Funds
22.83%
New
98
Increased
868
Reduced
1,042
Closed
50
Calls
$2.12B
Puts
$2.28B
Net Calls
-$160M
Net Calls Change
-$455M
Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
726
TCV Trust & Wealth Management
Virginia
$11.8M +$444K +3,906 +4%
SAM
727
Strategy Asset Managers
California
$11.8M -$402K -3,535 -4%
FFBTD
728
First Financial Bank - Trust Division
Ohio
$11.7M +$41.1K +362 +0.4%
LAM
729
Lebenthal Asset Management
New York
$11.7M +$3.66M +32,234 +50%
CCG
730
Cypress Capital Group
Florida
$11.6M -$58.2K -512 -0.5%
DDC
731
DF Dent & Co
Maryland
$11.6M -$145K -1,274 -1%
PWM
732
Patriot Wealth Management
Texas
$11.5M +$242K +2,129 +2%
BHTS
733
Bar Harbor Trust Services
Maine
$11.4M -$249K -2,195 -2%
TAM
734
Trillium Asset Management
Massachusetts
$11.4M -$32.6K -287 -0.3%
BFIM
735
Beese Fulmer Investment Management
Ohio
$11.4M -$90.4K -796 -0.8%
BFG
736
Beacon Financial Group
Texas
$11.4M -$169K -1,491 -2%
JMFC
737
J.M. Forbes & Co
Massachusetts
$11.3M +$82.9K +730 +0.8%
CA
738
Callahan Advisors
Texas
$11.3M -$29.8K -262 -0.3%
CIC
739
Carnegie Investment Counsel
Ohio
$11.3M +$1.35M +11,874 +15%
LA
740
Lynch & Associates
Indiana
$11.2M -$68.6K -604 -0.6%
BCM
741
Beddow Capital Management
Wyoming
$11.2M -$548K -4,825 -5%
GIP
742
Granite Investment Partners
California
$11.2M -$87.5K -770 -0.8%
CL
743
Croft-Leominster
Maryland
$11.2M -$320K -2,815 -3%
SWP
744
Stratos Wealth Partners
Ohio
$11.2M +$1.94M +17,065 +23%
LIA
745
LS Investment Advisors
Michigan
$11.1M +$817K +7,188 +9%
TCM
746
Tufton Capital Management
Maryland
$11.1M -$276K -2,429 -3%
TSW
747
Thompson Siegel & Walmsley
Virginia
$11.1M -$3.98M -35,007 -28%
CIA
748
Choate Investment Advisors
Massachusetts
$11.1M -$377K -3,314 -4%
TSS
749
Thomas Story & Son
Indiana
$11.1M
BONST
750
Bank of Nova Scotia Trust
Ontario, Canada
$11.1M +$169K +1,489 +2%

JNJ Hedge Fund Activity: Q2 2016 in Review

2,233 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q2 2016, worth a combined $221B — up 14% from $194B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new JNJ positions and 50 closed out — a net gain of 48 holders — while 868 added to existing stakes and 1,042 trimmed.

The largest buyer was Macquarie Group, adding an estimated $723M. The largest seller was Royal London Asset Management, cutting an estimated $8.14B.

  • 2,233 institutional investors held Johnson & Johnson (JNJ) as of Q2 2016, up from 2,204 in Q1 2016.
  • Funds reported $221B of Johnson & Johnson stock for Q2 2016, up 14% quarter-over-quarter.
  • 98 funds opened new Johnson & Johnson positions in Q2 2016 and 50 closed out, a net change of +48 holders.
  • The largest Johnson & Johnson buyer in Q2 2016 was Macquarie Group, an estimated $723M added.
  • The largest Johnson & Johnson seller in Q2 2016 was Royal London Asset Management, an estimated $8.14B sold.

Based on aggregated 13F filings for Q2 2016.