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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
MC
1201
Mathes Company
New York
$4.11M -$806K -6,975 -16%
WIM
1202
Wittenberg Investment Management
Massachusetts
$4.11M +$4.12M +35,690 New
HCM
1203
Hall Capital Management
Rhode Island
$4.11M +$4.12M +35,684 New
NIC
1204
Northwest Investment Counselors
Oregon
$4.1M -$15K -130 -0.4%
Kovitz Investment Group Partners
1205
Kovitz Investment Group Partners
Illinois
$4.1M -$49.8K -431 -1%
GHA
1206
Garcia Hamilton & Associates
Texas
$4.09M -$237K -2,052 -5%
Edgewood Management
1207
Edgewood Management
Connecticut
$4.08M +$4.97K +43 +0.1%
HCM
1208
Highbridge Capital Management
New York
$4.08M -$9.77M -84,596 -71%
FPTW
1209
Franklin, Parlapiano, Turner & Welch
Texas
$4.08M +$59.5K +515 +1%
II
1210
IFM Investors
Australia
$4.04M +$4.05M +35,029 New
IAA
1211
Independent Advisor Alliance
North Carolina
$4.04M +$4.08M +35,345 New
CBB
1212
Citizens Business Bank
California
$4.03M -$6.24K -54 -0.2%
SGH
1213
Sivik Global Healthcare
Connecticut
$4.03M -$2.89M -25,000 -42%
ACM
1214
Argyle Capital Management
Pennsylvania
$4.03M -$170K -1,470 -4%
NCM
1215
Neumann Capital Management
California
$4.02M -$23.1K -200 -0.6%
PWAP
1216
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.01M -$60K -519 -1%
FCM
1217
Forester Capital Management
Illinois
$4M -$742K -6,422 -16%
EI
1218
EDMP Inc
Florida
$3.99M -$67.3K -583 -2%
FMWA
1219
Forvis Mazars Wealth Advisors
Missouri
$3.99M +$246K +2,130 +7%
IH
1220
IFC Holdings
Florida
$3.98M +$170K +1,470 +4%
BOTW
1221
Bank of the West
California
$3.94M -$172K -1,485 -4%
Dodge & Cox
1222
Dodge & Cox
California
$3.94M -$92.4K -800 -2%
DSC
1223
Duncker Streett & Co
Missouri
$3.94M +$201K +1,738 +5%
AC
1224
Allstate Corporation
Illinois
$3.93M -$5.81M -50,320 -60%
AB
1225
Atlas Brown
Kentucky
$3.93M

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.