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Johnson & Johnson

2,725 hedge funds and large institutions have $233B invested in Johnson & Johnson in 2019 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 1,041 increasing their positions, 1,352 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 2,7562,725 (-31)

4.6% less ownership

Funds ownership: 72.98%68.38% (-4.6%)

7% less capital invested

Capital invested by funds: $252B → $233B (-$18.5B)

11% less call options, than puts

Call options by funds: $1.71B | Put options by funds: $1.91B

11% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 102

23% less repeat investments, than reductions

Existing positions increased: 1,041 | Existing positions reduced: 1,352

24% less funds holding in top 10

Funds holding in top 10: 639485 (-154)

Holders
2,725
Holders Change
-31
Holders Change %
-1.12%
% of All Funds
59.75%
Holding in Top 10
485
Holding in Top 10 Change
-154
Holding in Top 10 Change %
-24.1%
% of All Funds
10.63%
New
91
Increased
1,041
Reduced
1,352
Closed
102
Calls
$1.71B
Puts
$1.91B
Net Calls
-$203M
Net Calls Change
+$4.99M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1301
Stellar Capital Management
Arizona
$3.78M -$148K -1,126 -4%
MGIA
1302
Matthew Goff Investment Advisor
Texas
$3.78M -$52K -395 -1%
BWM
1303
Baystate Wealth Management
Massachusetts
$3.77M -$61.8K -469 -2%
MIM
1304
Montgomery Investment Management
Maryland
$3.77M -$13.2K -100 -0.3%
CCM
1305
Chickasaw Capital Management
Tennessee
$3.76M +$69.8K +530 +2%
DPIM
1306
Duff & Phelps Investment Management
Illinois
$3.76M
SIMM
1307
Stillwater Investment Management (Minnesota)
Minnesota
$3.75M +$38.3K +291 +1%
CBB
1308
Citizens Business Bank
California
$3.74M
CT
1309
Clearstead Trust
Maine
$3.74M +$3.29K +25 +0.1%
GFA
1310
Gifford Fong Associates
California
$3.74M
MWM
1311
Marietta Wealth Management
Georgia
$3.73M +$411K +3,118 +12%
FIM
1312
Fruth Investment Management
Texas
$3.73M -$42.8K -325 -1%
MPIA
1313
Mountain Pacific Investment Advisers
Idaho
$3.72M -$171K -1,300 -4%
HCA
1314
Harbour Capital Advisors
Virginia
$3.7M +$114K +867 +3%
AL
1315
Aspiriant LLC
California
$3.69M -$1.63M -12,397 -30%
TFS
1316
TrustCore Financial Services
Tennessee
$3.69M -$646K -4,905 -15%
MC
1317
Mathes Company
New York
$3.68M -$46.1K -350 -1%
HIM
1318
Hotaling Investment Management
Pennsylvania
$3.68M -$253K -1,921 -6%
TC
1319
Telemus Capital
Michigan
$3.67M +$147K +1,115 +4%
FMTCOCP
1320
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.67M +$81K +615 +2%
AWM
1321
Aries Wealth Management
Maine
$3.66M -$74.6K -566 -2%
NCM
1322
Northstar Capital Management
New York
$3.65M
BCMO
1323
Buckingham Capital Management (Ohio)
Ohio
$3.65M -$876K -6,650 -19%
AF
1324
Aldebaran Financial
$3.62M -$19.5K -148 -0.5%
TFS
1325
Thoroughbred Financial Services
Tennessee
$3.62M -$109K -828 -3%

JNJ Hedge Fund Activity: Q3 2019 in Review

2,725 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q3 2019, worth a combined $233B — down 7.4% from $252B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of JNJ and 91 opened new positions — a net loss of 11 holders — while 1,352 trimmed existing stakes and 1,041 added.

The largest buyer was Wellington Management Group, adding an estimated $304M. The largest seller was Phocas Financial Corp, cutting an estimated $16.5B.

  • 2,725 institutional investors held Johnson & Johnson (JNJ) as of Q3 2019, down from 2,756 in Q2 2019.
  • Funds reported $233B of Johnson & Johnson stock for Q3 2019, down 7.4% quarter-over-quarter.
  • 91 funds opened new Johnson & Johnson positions in Q3 2019 and 102 closed out, a net change of -11 holders.
  • The largest Johnson & Johnson buyer in Q3 2019 was Wellington Management Group, an estimated $304M added.
  • The largest Johnson & Johnson seller in Q3 2019 was Phocas Financial Corp, an estimated $16.5B sold.

Based on aggregated 13F filings for Q3 2019.