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Johnson & Johnson

2,349 hedge funds and large institutions have $224B invested in Johnson & Johnson in 2017 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 905 increasing their positions, 1,108 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 63

8% more capital invested

Capital invested by funds: $208B → $224B (+$16.6B)

5% more funds holding in top 10

Funds holding in top 10: 722759 (+37)

1% more funds holding

Funds holding: 2,3202,349 (+29)

0.15% more ownership

Funds ownership: 66.32%66.46% (+0.15%)

18% less repeat investments, than reductions

Existing positions increased: 905 | Existing positions reduced: 1,108

20% less call options, than puts

Call options by funds: $1.76B | Put options by funds: $2.2B

Holders
2,349
Holders Change
+29
Holders Change %
+1.25%
% of All Funds
58.48%
Holding in Top 10
759
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+5.12%
% of All Funds
18.89%
New
112
Increased
905
Reduced
1,108
Closed
63
Calls
$1.76B
Puts
$2.2B
Net Calls
-$444M
Net Calls Change
+$360M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1026
Garland Capital Management
Washington
$6.17M +$23.9K +200 +0.4%
AC
1027
Addison Capital
Pennsylvania
$6.15M +$367K +3,068 +7%
IRF
1028
IBM Retirement Fund
New York
$6.12M -$26.3M -219,831 -85%
TWA
1029
TCI Wealth Advisors
Arizona
$6.11M -$176K -1,472 -3%
GT
1030
Greenleaf Trust
Michigan
$6.11M -$185K -1,549 -3%
MYLI
1031
Meiji Yasuda Life Insurance
Japan
$6.07M -$1.24M -10,400 -18%
SHGA
1032
Sand Hill Global Advisors
California
$6.05M -$430K -3,602 -7%
IC
1033
Inverness Counsel
New York
$6.03M -$131K -1,100 -2%
MSAM
1034
Moloney Securities Asset Management
Missouri
$6.03M +$827K +6,925 +17%
WPP
1035
Whalerock Point Partners
Rhode Island
$6.01M -$35.2K -295 -0.6%
SCM
1036
Sitrin Capital Management
California
$6M -$52.6K -440 -0.9%
APP
1037
Avantax Planning Partners
Iowa
$6M +$460K +3,854 +9%
RWM
1038
RKL Wealth Management
Pennsylvania
$5.97M +$178K +1,494 +3%
ABP
1039
Arthur B. Page
$5.95M +$124K +1,035 +2%
WA
1040
WBH Advisory
Maryland
$5.94M +$278K +2,330 +5%
GWI
1041
Grace & White Inc
New York
$5.91M
BHBT
1042
Burke & Herbert Bank & Trust
Virginia
$5.89M +$146K +1,218 +3%
MBI
1043
Montrusco Bolton Investments
Quebec, Canada
$5.89M -$24K -201 -0.4%
TSS
1044
Two Sigma Securities
New York
$5.88M +$4.97M +41,613 +741%
HBWM
1045
Hollow Brook Wealth Management
New York
$5.87M -$684K -5,725 -11%
LWAC
1046
Laurel Wealth Advisors (California)
California
$5.85M +$59.7K +500 +1%
I
1047
IberiaBank
Louisiana
$5.85M +$265K +2,221 +5%
LA
1048
Lau Associates
Delaware
$5.84M +$637K +5,335 +13%
RJA
1049
Robshaw & Julian Associates
New York
$5.82M +$109K +910 +2%
FFWA
1050
FRG Family Wealth Advisors
Washington
$5.8M +$100K +840 +2%

JNJ Hedge Fund Activity: Q1 2017 in Review

2,349 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q1 2017, worth a combined $224B — up 8% from $208B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new JNJ positions and 63 closed out — a net gain of 49 holders — while 905 added to existing stakes and 1,108 trimmed.

The largest buyer was BlackRock, adding an estimated $19.5B. The largest seller was Fidelity Investments, cutting an estimated $850M.

  • 2,349 institutional investors held Johnson & Johnson (JNJ) as of Q1 2017, up from 2,320 in Q4 2016.
  • Funds reported $224B of Johnson & Johnson stock for Q1 2017, up 8% quarter-over-quarter.
  • 112 funds opened new Johnson & Johnson positions in Q1 2017 and 63 closed out, a net change of +49 holders.
  • The largest Johnson & Johnson buyer in Q1 2017 was BlackRock, an estimated $19.5B added.
  • The largest Johnson & Johnson seller in Q1 2017 was Fidelity Investments, an estimated $850M sold.

Based on aggregated 13F filings for Q1 2017.