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Johnson & Johnson
JNJ

3,870 hedge funds and large institutions have $269B invested in Johnson & Johnson in 2023 Q4 according to their latest regulatory filings, with 374 funds opening new positions, 1,301 increasing their positions, 1,882 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more first-time investments, than exits

New positions opened: 374 | Existing positions closed: 125

19% more call options, than puts

Call options by funds: $3.25B | Put options by funds: $2.73B

5% more funds holding

Funds holding: 3,679 → 3,870 (+191)

2.15% more ownership

Funds ownership: 69.2% → 71.36% (+2.2%)

4% more capital invested

Capital invested by funds: $260B → $269B (+$9.6B)

20% less funds holding in top 10

Funds holding in top 10: 370 → 295 (-75)

31% less repeat investments, than reductions

Existing positions increased: 1,301 | Existing positions reduced: 1,882

Holders
3,870
Holders Change
+191
Holders Change %
+5.19%
% of All Funds
56.41%
Holding in Top 10
295
Holding in Top 10 Change
-75
Holding in Top 10 Change %
-20.27%
% of All Funds
4.3%
New
374
Increased
1,301
Reduced
1,882
Closed
125
Calls
$3.25B
Puts
$2.73B
Net Calls
+$518M
Net Calls Change
+$67.9M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.45B
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$646M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$520M
4
UBS AM
UBS AM
Illinois
+$466M
5
Amundi
Amundi
France
+$398M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$406M
2
Barclays
Barclays
United Kingdom
-$359M
3
Capital World Investors
Capital World Investors
California
-$358M
4
Millennium Management
Millennium Management
New York
-$254M
5
JP Morgan Chase
JP Morgan Chase
New York
-$231M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1151
Stokes Capital Advisors
South Carolina
$6.58M -$241K -1,570 -4%
SCA
1152
Sage Capital Advisors
South Dakota
$6.54M +$48.6K +317 +0.8%
BCA
1153
Bernzott Capital Advisors
California
$6.54M -$86K -561 -1%
ST
1154
Spinnaker Trust
Maine
$6.53M -$343K -2,236 -5%
NG
1155
Northstar Group
New York
$6.53M -$27.9K -182 -0.4%
JFG
1156
Jefferies Financial Group
New York
$6.47M -$501K -3,267 -7%
BA
1157
Bristlecone Advisors
Washington
$6.47M +$232K +1,511 +4%
CGH
1158
Crossmark Global Holdings
Texas
$6.47M -$84K -548 -1%
WFA
1159
Wellspring Financial Advisors
Ohio
$6.47M -$315K -2,054 -5%
SL
1160
Sentry LLC
Tennessee
$6.46M -$8.59K -56 -0.1%
MSFP
1161
Mark Sheptoff Financial Planning
Connecticut
$6.46M -$26.7K -174 -0.4%
NS
1162
NBC Securities
Alabama
$6.46M -$461K -3,009 -7%
WI
1163
Wahed Invest
New York
$6.45M +$458K +2,988 +8%
SCM
1164
Stonebridge Capital Management
California
$6.44M +$23K +150 +0.4%
BFW
1165
Brady Family Wealth
Missouri
$6.42M +$113K +734 +2%
SCM
1166
Spring Capital Management
Texas
$6.4M +$172K +1,124 +3%
GWI
1167
Grace & White Inc
New York
$6.39M – – –
LPT
1168
Legacy Private Trust
Wisconsin
$6.39M +$34K +222 +0.5%
BST
1169
Bath Savings Trust
Maine
$6.38M +$93.4K +609 +2%
SC
1170
Searle & Co
Connecticut
$6.34M +$19.3K +126 +0.3%
FCT
1171
Family Capital Trust
Massachusetts
$6.31M -$3.07K -20 -0%
CWM
1172
Cornerstone Wealth Management
Missouri
$6.29M -$483K -3,150 -7%
BA
1173
BCM Advisors
Louisiana
$6.27M -$3.53K -23 -0.1%
WPW
1174
Waldron Private Wealth
Pennsylvania
$6.26M -$354K -2,308 -5%
FA
1175
Financial Avengers
California
$6.25M +$48K +313 +0.8%
45 46
47
48 49

JNJ Hedge Fund Activity: Q4 2023 in Review

3,870 of the 6,861 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q4 2023, worth a combined $269B — up 3.7% from $260B a quarter earlier.

Buyers outnumbered sellers: 374 funds opened new JNJ positions and 125 closed out — a net gain of 249 holders — while 1,301 added to existing stakes and 1,882 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.45B. The largest seller was Bank of America, cutting an estimated $406M.

  • 3,870 institutional investors held Johnson & Johnson (JNJ) as of Q4 2023, up from 3,679 in Q3 2023.
  • Funds reported $269B of Johnson & Johnson stock for Q4 2023, up 3.7% quarter-over-quarter.
  • 374 funds opened new Johnson & Johnson positions in Q4 2023 and 125 closed out, a net change of +249 holders.
  • The largest Johnson & Johnson buyer in Q4 2023 was Morgan Stanley, an estimated $6.45B added.
  • The largest Johnson & Johnson seller in Q4 2023 was Bank of America, an estimated $406M sold.

Based on aggregated 13F filings for Q4 2023.