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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
BA
1076
BCM Advisors
Louisiana
$5.28M +$5.29M +45,792 New
SGCA
1077
Steel Grove Capital Advisors
Tennessee
$5.27M +$308K +2,669 +6%
DLCIG
1078
D.L. Carlson Investment Group
New Hampshire
$5.27M -$212K -1,835 -4%
PHS
1079
Pekin Hardy Strauss
Illinois
$5.27M +$55K +476 +1%
FFWA
1080
FRG Family Wealth Advisors
Washington
$5.26M +$160K +1,385 +3%
AL
1081
Aspiriant LLC
California
$5.25M -$19.9K -172 -0.4%
WA
1082
WBH Advisory
Maryland
$5.23M -$26.2K -227 -0.5%
RC
1083
Roundview Capital
New Jersey
$5.22M +$98.8K +855 +2%
Aristotle Capital Management
1084
Aristotle Capital Management
California
$5.22M -$69.3K -600 -1%
UIM
1085
USS Investment Management
United Kingdom
$5.21M -$17.5M -151,800 -77%
FMC
1086
First Merchants Corp
Indiana
$5.21M +$31.9K +276 +0.6%
DAM
1087
Doheny Asset Management
California
$5.2M -$18.4K -159 -0.4%
AAIM
1088
American Assets Investment Management
California
$5.18M
CCT
1089
Capital City Trust
Florida
$5.18M -$549K -4,756 -10%
I
1090
IberiaBank
Louisiana
$5.15M -$654K -5,662 -11%
LCM
1091
Logan Capital Management
Pennsylvania
$5.15M +$282K +2,444 +6%
CG
1092
Caprock Group
Idaho
$5.14M -$540K -4,671 -9%
LPT
1093
Legacy Private Trust
Wisconsin
$5.14M +$375K +3,248 +8%
FNBOMD
1094
First National Bank of Mount Dora
Florida
$5.13M -$51.6K -447 -1%
ISB
1095
Iowa State Bank
Iowa
$5.11M +$7.05K +61 +0.1%
CCM
1096
Coldstream Capital Management
Washington
$5.11M +$316K +2,735 +7%
APP
1097
Avantax Planning Partners
Iowa
$5.11M +$5.12M +44,308 New
WS
1098
Wedbush Securities
California
$5.1M -$269K -2,332 -5%
AIM
1099
Allen Investment Management
New York
$5.1M +$131K +1,135 +3%
FBC
1100
Fairfield, Bush & Co
Connecticut
$5.08M +$114K +988 +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.