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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
BFA
1001
Benedict Financial Advisors
Georgia
$6.13M +$347 +3 +0%
FAB
1002
First American Bank
Illinois
$6.13M +$592K +5,129 +11%
CI
1003
Cooper Investors
Australia
$6.12M -$28.8M -248,962 -82%
LJHT
1004
Laurie J. Hall Trustee
$6.12M +$6.08M +52,653 New
BRCM
1005
Bright Rock Capital Management
Massachusetts
$6.11M
MHIC
1006
Marble Harbor Investment Counsel
Massachusetts
$6.1M -$5.78K -50 -0.1%
BC
1007
Brinker Capital
Pennsylvania
$6.09M +$5.65M +48,883 +1,222%
EM
1008
Excalibur Management
Massachusetts
$6.09M -$16.7K -145 -0.3%
HBWM
1009
Hollow Brook Wealth Management
New York
$6.09M -$217K -1,880 -3%
FNT
1010
First Nebraska Trust
Nebraska
$6.05M -$2.19K -19 -0%
BRWA
1011
B. Riley Wealth Advisors
Florida
$6.02M -$543K -4,701 -8%
SHGA
1012
Sand Hill Global Advisors
California
$6.01M -$54.5K -472 -0.9%
BCMO
1013
Buckingham Capital Management (Ohio)
Ohio
$6M +$98.8K +855 +2%
EVM
1014
Evelyn V. Moreno
$5.98M -$43.9K -380 -0.7%
AP
1015
Advisor Partners
California
$5.96M +$408K +3,534 +7%
SC
1016
Saybrook Capital
North Carolina
$5.94M -$126K -1,095 -2%
CS
1017
Cannell & Spears
New York
$5.9M +$264K +2,283 +5%
TCM
1018
Tradition Capital Management
New Jersey
$5.9M -$151K -1,305 -2%
CT
1019
Coastline Trust
Rhode Island
$5.89M -$81.4K -705 -1%
FAT
1020
First American Trust
California
$5.88M -$1.39M -12,075 -19%
CAM
1021
Cubic Asset Management
Massachusetts
$5.88M -$3.46K -30 -0.1%
HB
1022
Homrich & Berg
Georgia
$5.87M +$243K +2,104 +4%
NFG
1023
Next Financial Group
Texas
$5.87M +$42.3K +366 +0.7%
SCA
1024
Stonebridge Capital Advisors
Minnesota
$5.85M +$288K +2,494 +5%
HC
1025
Hendley & Co
Ohio
$5.83M -$19.6K -170 -0.3%

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.