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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
MNBTD
1101
Moody National Bank Trust Division
Texas
$5.08M
JIC
1102
Joel Isaacson & Co
New York
$5.07M +$51.3K +444 +1%
MKC
1103
M. Kraus & Co
Vermont
$5.07M +$188K +1,630 +4%
PCA
1104
Personal Capital Advisors
California
$5.05M +$772K +6,685 +18%
WIC
1105
Woodmont Investment Counsel
Tennessee
$5.05M +$444K +3,844 +10%
FPB
1106
First PREMIER Bank
South Dakota
$5.04M -$125K -1,083 -2%
RIM
1107
Regent Investment Management
Kentucky
$5M -$34.8K -301 -0.7%
FCH
1108
Freestone Capital Holdings
Washington
$4.98M +$40.2K +348 +0.8%
OSNBOA
1109
Old Second National Bank of Aurora
Illinois
$4.98M -$12.2K -106 -0.2%
AMCA
1110
Arthur M. Cohen & Associates
Illinois
$4.94M +$4.96M +42,904 New
NCM
1111
Narwhal Capital Management
Georgia
$4.93M
CIS
1112
Capital International Sarl
California
$4.93M +$381K +3,300 +8%
SRC
1113
Shufro Rose & Co
New York
$4.93M -$23K -199 -0.5%
HKIM
1114
Hayek Kallen Investment Management
Alabama
$4.92M -$125K -1,079 -2%
HBT
1115
Hills Bank & Trust
Iowa
$4.9M -$55.7K -482 -1%
BBI
1116
Baxter Bros Inc
Connecticut
$4.9M -$16.2K -140 -0.3%
FWM
1117
Frontier Wealth Management
Missouri
$4.89M +$590K +5,109 +14%
SAM
1118
Smithbridge Asset Management
Pennsylvania
$4.88M +$38.1K +330 +0.8%
SWM
1119
Stockman Wealth Management
Montana
$4.85M +$218K +1,883 +5%
Balyasny Asset Management
1120
Balyasny Asset Management
Illinois
$4.85M +$4.35M +37,616 +839%
LIM
1121
Leavell Investment Management
Alabama
$4.85M +$41.8K +362 +0.9%
SSW
1122
Smith Shellnut Wilson
Mississippi
$4.84M +$4.85M +41,985 New
VNA
1123
Valley National Advisers
Pennsylvania
$4.83M -$114K -988 -2%
SBIA
1124
Sheaff Brock Investment Advisors
Indiana
$4.83M -$5.2M -45,008 -52%
SB
1125
Simmons Bank
Arkansas
$4.81M +$15.2K +132 +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.