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Johnson & Johnson

2,228 hedge funds and large institutions have $211B invested in Johnson & Johnson in 2016 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 820 increasing their positions, 1,094 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 57

0% less funds holding

Funds holding: 2,2332,228 (-5)

0.47% less ownership

Funds ownership: 66.35%65.89% (-0.47%)

5% less capital invested

Capital invested by funds: $221B → $211B (-$10.3B)

10% less funds holding in top 10

Funds holding in top 10: 856771 (-85)

25% less repeat investments, than reductions

Existing positions increased: 820 | Existing positions reduced: 1,094

34% less call options, than puts

Call options by funds: $1.96B | Put options by funds: $2.95B

Holders
2,228
Holders Change
-5
Holders Change %
-0.22%
% of All Funds
59.43%
Holding in Top 10
771
Holding in Top 10 Change
-85
Holding in Top 10 Change %
-9.93%
% of All Funds
20.57%
New
75
Increased
820
Reduced
1,094
Closed
57
Calls
$1.96B
Puts
$2.95B
Net Calls
-$994M
Net Calls Change
-$834M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
976
Mark Sheptoff Financial Planning
Connecticut
$6.54M +$25.1K +207 +0.4%
TFA
977
Toth Financial Advisory
Virginia
$6.53M -$173K -1,423 -3%
HAG
978
HighPoint Advisor Group
Illinois
$6.51M +$13.6K +112 +0.2%
CCG
979
Chatham Capital Group
Georgia
$6.47M -$57.6K -475 -0.9%
OIM
980
Opus Investment Management
Massachusetts
$6.47M
HBWM
981
Hollow Brook Wealth Management
New York
$6.46M +$341K +2,813 +5%
PTC
982
Private Trust Company
Ohio
$6.45M +$68.8K +567 +1%
SI
983
SII Investments
Wisconsin
$6.44M -$75.9K -626 -1%
BCM
984
BTC Capital Management
Iowa
$6.41M -$355K -2,930 -5%
GP
985
Girard Partners
Pennsylvania
$6.41M +$686K +5,653 +12%
IC
986
Inverness Counsel
New York
$6.36M -$49.1K -405 -0.7%
NP
987
NS Partners
United Kingdom
$6.35M -$17.8K -147 -0.3%
CPA
988
Capital Planning Advisors
California
$6.35M -$67.9K -560 -1%
SCM
989
Schnieders Capital Management
California
$6.33M -$55.8K -460 -0.9%
BFA
990
Benedict Financial Advisors
Georgia
$6.32M +$36.3K +299 +0.6%
AUB
991
Atlantic Union Bankshares
Virginia
$6.31M -$195K -1,606 -3%
FM
992
Foster & Motley
Ohio
$6.31M +$1.84M +15,200 +40%
MHIC
993
Marble Harbor Investment Counsel
Massachusetts
$6.26M +$67.9K +560 +1%
EM
994
Excalibur Management
Massachusetts
$6.26M -$1.67M -13,768 -21%
BRCM
995
Bright Rock Capital Management
Massachusetts
$6.26M +$343K +2,825 +6%
SHGA
996
Sand Hill Global Advisors
California
$6.22M -$91.5K -754 -1%
SC
997
Saybrook Capital
North Carolina
$6.22M -$84.9K -700 -1%
AHB
998
Abner Herrman & Brock
New Jersey
$6.21M +$18.6K +153 +0.3%
SCM
999
Stevens Capital Management
Pennsylvania
$6.21M +$6.38M +52,580 New
FNT
1000
First Nebraska Trust
Nebraska
$6.21M -$38.9K -321 -0.6%

JNJ Hedge Fund Activity: Q3 2016 in Review

2,228 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q3 2016, worth a combined $211B — down 4.6% from $221B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new JNJ positions and 57 closed out — a net gain of 18 holders — while 820 added to existing stakes and 1,094 trimmed.

The largest buyer was State Street, adding an estimated $592M. The largest seller was Macquarie Group, cutting an estimated $785M.

  • 2,228 institutional investors held Johnson & Johnson (JNJ) as of Q3 2016, down from 2,233 in Q2 2016.
  • Funds reported $211B of Johnson & Johnson stock for Q3 2016, down 4.6% quarter-over-quarter.
  • 75 funds opened new Johnson & Johnson positions in Q3 2016 and 57 closed out, a net change of +18 holders.
  • The largest Johnson & Johnson buyer in Q3 2016 was State Street, an estimated $592M added.
  • The largest Johnson & Johnson seller in Q3 2016 was Macquarie Group, an estimated $785M sold.

Based on aggregated 13F filings for Q3 2016.