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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
BHA
1251
Beech Hill Advisors
New York
$3.79M -$1.31M -11,300 -26%
IFAM
1252
Institutional & Family Asset Management
Colorado
$3.79M +$23.7K +205 +0.6%
BAM
1253
Bruderman Asset Management
New York
$3.79M +$280K +2,428 +8%
LC
1254
Lincoln Capital
Nebraska
$3.79M -$20.7K -179 -0.5%
HIM
1255
Hermes Investment Management
United Kingdom
$3.78M
PA
1256
Perennial Advisors
New York
$3.77M +$3.78M +32,735 New
NA
1257
NewEdge Advisors
Louisiana
$3.77M +$525K +4,549 +16%
HPIA
1258
Hamilton Point Investment Advisors
North Carolina
$3.76M -$33.5K -290 -0.9%
NCMW
1259
Northern Capital Management (Wisconsin)
Wisconsin
$3.76M +$147K +1,275 +4%
FDS
1260
First Dallas Securities
Texas
$3.76M -$194K -1,676 -5%
MBT
1261
Montecito Bank & Trust
California
$3.75M -$260K -2,252 -6%
EAM
1262
Evanson Asset Management
California
$3.74M -$88.1K -763 -2%
MFW
1263
Meristem Family Wealth
Minnesota
$3.74M -$11.1K -96 -0.3%
MDCM
1264
Morgan Dempsey Capital Management
Wisconsin
$3.74M +$620K +5,366 +20%
PAMG
1265
Patton Albertson Miller Group
Tennessee
$3.71M +$377K +3,268 +11%
HSA
1266
HBK Sorce Advisory
Pennsylvania
$3.71M +$588K +5,087 +19%
KFP
1267
Keystone Financial Planning
Ohio
$3.7M -$139K -1,203 -4%
GAM
1268
Garrison Asset Management
Arkansas
$3.7M +$11.6K +100 +0.3%
NFG
1269
NewFocus Financial Group
Washington
$3.69M +$120K +1,040 +3%
VFM
1270
Viking Fund Management
North Dakota
$3.69M +$3.7M +32,000 New
SACTSONJ
1271
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.68M
CWM
1272
Concert Wealth Management
California
$3.68M -$873K -7,557 -19%
NMIFOAC
1273
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.67M
CCM
1274
CrestPoint Capital Management
Missouri
$3.66M +$139K +1,200 +4%
PMG
1275
Private Management Group
California
$3.65M -$16.3K -141 -0.4%

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.