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Johnson & Johnson

2,233 hedge funds and large institutions have $221B invested in Johnson & Johnson in 2016 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 868 increasing their positions, 1,042 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 50

14% more capital invested

Capital invested by funds: $194B → $221B (+$26.9B)

13% more funds holding in top 10

Funds holding in top 10: 756856 (+100)

1% more funds holding

Funds holding: 2,2042,233 (+29)

7% less call options, than puts

Call options by funds: $2.12B | Put options by funds: $2.28B

2.28% less ownership

Funds ownership: 68.63%66.35% (-2.3%)

17% less repeat investments, than reductions

Existing positions increased: 868 | Existing positions reduced: 1,042

Holders
2,233
Holders Change
+29
Holders Change %
+1.32%
% of All Funds
59.56%
Holding in Top 10
856
Holding in Top 10 Change
+100
Holding in Top 10 Change %
+13.23%
% of All Funds
22.83%
New
98
Increased
868
Reduced
1,042
Closed
50
Calls
$2.12B
Puts
$2.28B
Net Calls
-$160M
Net Calls Change
-$455M
Name Holding Trade Value Shares
Change
Change in
Stake
HKIM
1101
Hayek Kallen Investment Management
Alabama
$5.36M -$202K -1,776 -4%
MNBTD
1102
Moody National Bank Trust Division
Texas
$5.35M +$681K +5,993 +16%
OSNBOA
1103
Old Second National Bank of Aurora
Illinois
$5.34M -$15.8K -139 -0.3%
ISB
1104
Iowa State Bank
Iowa
$5.34M -$288K -2,538 -5%
GF
1105
Gerstein Fisher
New York
$5.32M +$420K +3,696 +9%
RIM
1106
Regent Investment Management
Kentucky
$5.32M +$280K +2,468 +6%
NSAM
1107
North Star Asset Management
Wisconsin
$5.3M -$90.9K -800 -2%
VNA
1108
Valley National Advisers
Pennsylvania
$5.28M -$57.8K -509 -1%
SB
1109
Simmons Bank
Arkansas
$5.27M -$139K -1,223 -3%
JIC
1110
Joel Isaacson & Co
New York
$5.26M +$142K +1,246 +3%
BRWA
1111
B. Riley Wealth Advisors
Florida
$5.25M +$462K +4,070 +8%
RMAM
1112
Raab & Moskowitz Asset Management
New Jersey
$5.23M -$65.3K -575 -1%
AIM
1113
Allen Investment Management
New York
$5.23M +$587K +5,163 +14%
EWM
1114
Endurance Wealth Management
Rhode Island
$5.23M -$91.6K -806 -2%
MIC
1115
MU Investments Company
Japan
$5.21M -$307K -2,700 -6%
HIM
1116
Hanlon Investment Management
New Jersey
$5.2M +$4.87M +42,879 New
NCM
1117
Narwhal Capital Management
Georgia
$5.2M
PAIM
1118
Punch & Associates Investment Management
Minnesota
$5.18M +$58.3K +513 +1%
WPC
1119
White Pine Capital
Minnesota
$5.18M
GT
1120
Greenleaf Trust
Michigan
$5.18M +$2.73M +24,054 +129%
PWM
1121
Perigon Wealth Management
California
$5.17M +$836K +7,355 +21%
RWM
1122
RKL Wealth Management
Pennsylvania
$5.17M +$714K +6,287 +17%
FCM
1123
Forester Capital Management
Illinois
$5.17M +$47.7K +420 +1%
NIT
1124
NumerixS Investment Technologies
British Columbia, Canada
$5.15M +$4.83M +42,492 New
LA
1125
Lau Associates
Delaware
$5.15M -$112K -984 -2%

JNJ Hedge Fund Activity: Q2 2016 in Review

2,233 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q2 2016, worth a combined $221B — up 14% from $194B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new JNJ positions and 50 closed out — a net gain of 48 holders — while 868 added to existing stakes and 1,042 trimmed.

The largest buyer was Macquarie Group, adding an estimated $723M. The largest seller was Royal London Asset Management, cutting an estimated $8.14B.

  • 2,233 institutional investors held Johnson & Johnson (JNJ) as of Q2 2016, up from 2,204 in Q1 2016.
  • Funds reported $221B of Johnson & Johnson stock for Q2 2016, up 14% quarter-over-quarter.
  • 98 funds opened new Johnson & Johnson positions in Q2 2016 and 50 closed out, a net change of +48 holders.
  • The largest Johnson & Johnson buyer in Q2 2016 was Macquarie Group, an estimated $723M added.
  • The largest Johnson & Johnson seller in Q2 2016 was Royal London Asset Management, an estimated $8.14B sold.

Based on aggregated 13F filings for Q2 2016.