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Johnson & Johnson

2,320 hedge funds and large institutions have $208B invested in Johnson & Johnson in 2016 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 901 increasing their positions, 1,000 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 73

4% more funds holding

Funds holding: 2,2272,320 (+93)

0.43% more ownership

Funds ownership: 65.89%66.32% (+0.43%)

2% less capital invested

Capital invested by funds: $211B → $208B (-$3.27B)

10% less repeat investments, than reductions

Existing positions increased: 901 | Existing positions reduced: 1,000

6% less funds holding in top 10

Funds holding in top 10: 771722 (-49)

32% less call options, than puts

Call options by funds: $1.7B | Put options by funds: $2.5B

Holders
2,320
Holders Change
+93
Holders Change %
+4.18%
% of All Funds
58%
Holding in Top 10
722
Holding in Top 10 Change
-49
Holding in Top 10 Change %
-6.36%
% of All Funds
18.05%
New
202
Increased
901
Reduced
1,000
Closed
73
Calls
$1.7B
Puts
$2.5B
Net Calls
-$804M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
976
Osborne Partners Capital Management
California
$6.53M -$183K -1,580 -3%
HCM
977
Hodges Capital Management
Texas
$6.51M -$231K -2,002 -3%
NME
978
Notis-McConarty Edward
$6.5M -$17.3K -150 -0.3%
SCM
979
Schnieders Capital Management
California
$6.49M +$312K +2,700 +5%
WAM
980
Weatherly Asset Management
California
$6.48M -$48.9K -423 -0.7%
SI
981
SII Investments
Wisconsin
$6.48M +$186K +1,610 +3%
SDJVC
982
St. Denis J. Villere & Co
Louisiana
$6.47M -$219K -1,900 -3%
TI
983
TT International
United Kingdom
$6.46M
CCM
984
Catawba Capital Management
Virginia
$6.45M -$128K -1,105 -2%
GP
985
Girard Partners
Pennsylvania
$6.45M +$200K +1,728 +3%
FNBTCON
986
First National Bank & Trust Co of Newtown
Pennsylvania
$6.44M -$114K -990 -2%
WKWM
987
Walter & Keenan Wealth Management
Indiana
$6.43M -$586K -5,075 -8%
MHS
988
M Holdings Securities
Oregon
$6.43M +$4.09M +35,428 +177%
CAMG
989
CWA Asset Management Group
Florida
$6.42M +$745K +6,451 +13%
PTC
990
Private Trust Company
Ohio
$6.41M +$120K +1,042 +2%
LNWWM
991
Laird Norton Wetherby Wealth Management
California
$6.41M -$106K -914 -2%
TFA
992
Toth Financial Advisory
Virginia
$6.4M +$35.3K +306 +0.6%
FCMC
993
Founders Capital Management (Connecticut)
Connecticut
$6.4M -$53K -459 -0.8%
AMIM
994
Aull & Monroe Investment Management
Alabama
$6.36M -$36.5K -316 -0.6%
AW
995
ACG Wealth
Georgia
$6.33M -$1.07M -9,273 -14%
OIM
996
Opus Investment Management
Massachusetts
$6.31M
PP
997
Paloma Partners
Connecticut
$6.28M +$3.09M +26,728 +96%
AUB
998
Atlantic Union Bankshares
Virginia
$6.23M +$68.5K +593 +1%
CBTWT
999
Community Bank & Trust (Waco, Texas)
Texas
$6.16M -$304K -2,632 -5%
BCM
1000
BTC Capital Management
Iowa
$6.14M -$118K -1,024 -2%

JNJ Hedge Fund Activity: Q4 2016 in Review

2,320 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q4 2016, worth a combined $208B — down 1.5% from $211B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new JNJ positions and 73 closed out — a net gain of 129 holders — while 901 added to existing stakes and 1,000 trimmed.

The largest buyer was State Street, adding an estimated $565M. The largest seller was Fidelity Investments, cutting an estimated $591M.

  • 2,320 institutional investors held Johnson & Johnson (JNJ) as of Q4 2016, up from 2,227 in Q3 2016.
  • Funds reported $208B of Johnson & Johnson stock for Q4 2016, down 1.5% quarter-over-quarter.
  • 202 funds opened new Johnson & Johnson positions in Q4 2016 and 73 closed out, a net change of +129 holders.
  • The largest Johnson & Johnson buyer in Q4 2016 was State Street, an estimated $565M added.
  • The largest Johnson & Johnson seller in Q4 2016 was Fidelity Investments, an estimated $591M sold.

Based on aggregated 13F filings for Q4 2016.