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Johnson & Johnson

3,729 hedge funds and large institutions have $280B invested in Johnson & Johnson in 2023 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 1,676 increasing their positions, 1,560 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $3.16B | Put options by funds: $2.37B

13% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 146

7% more repeat investments, than reductions

Existing positions increased: 1,676 | Existing positions reduced: 1,560

0.75% less ownership

Funds ownership: 69.8%69.05% (-0.75%)

2% less funds holding

Funds holding: 3,7893,729 (-60)

14% less capital invested

Capital invested by funds: $326B → $280B (-$46.2B)

38% less funds holding in top 10

Funds holding in top 10: 706436 (-270)

Holders
3,729
Holders Change
-60
Holders Change %
-1.58%
% of All Funds
59.42%
Holding in Top 10
436
Holding in Top 10 Change
-270
Holding in Top 10 Change %
-38.24%
% of All Funds
6.95%
New
165
Increased
1,676
Reduced
1,560
Closed
146
Calls
$3.16B
Puts
$2.37B
Net Calls
+$796M
Net Calls Change
+$419M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
1301
Duality Advisers
Florida
$5.31M +$1.56M +9,667 +39%
LPIC
1302
LeJeune Puetz Investment Counsel
Michigan
$5.3M +$272K +1,685 +5%
RDWM
1303
Red Door Wealth Management
Tennessee
$5.29M +$286K +1,771 +5%
FHA
1304
Flagship Harbor Advisors
Massachusetts
$5.29M +$238K +1,477 +5%
WW
1305
Windle Wealth
Oklahoma
$5.28M +$135K +838 +3%
BCM
1306
Bayesian Capital Management
New York
$5.26M +$5.48M +33,961 New
APP
1307
Avantax Planning Partners
Iowa
$5.26M +$291K +1,804 +6%
GWM
1308
Geneos Wealth Management
Colorado
$5.26M -$497K -3,077 -8%
OSNBOA
1309
Old Second National Bank of Aurora
Illinois
$5.25M -$101K -623 -2%
TF
1310
Tompkins Financial
New York
$5.24M -$131K -811 -2%
CRIG
1311
Charter Research & Investment Group
Connecticut
$5.24M +$150K +929 +3%
WI
1312
Wahed Invest
New York
$5.23M -$2.1K -13 -0%
NLGIA
1313
Nippon Life Global Investors Americas
New York
$5.23M +$441K +2,730 +9%
MAS
1314
Meeder Advisory Services
Ohio
$5.22M -$269K -1,663 -5%
BCM
1315
Brooktree Capital Management
Michigan
$5.2M +$22.3K +138 +0.4%
CCA
1316
Checchi Capital Advisers
California
$5.2M -$228K -1,409 -4%
SLA
1317
Silver Lake Advisory
Utah
$5.19M +$59.7K +370 +1%
MIM
1318
Marco Investment Management
Georgia
$5.19M +$26.8K +166 +0.5%
PSP
1319
Principal Street Partners
Tennessee
$5.15M +$158K +977 +3%
WPC
1320
White Pine Capital
Minnesota
$5.12M -$130K -807 -2%
BHPW
1321
Beverly Hills Private Wealth
California
$5.12M +$1.89M +11,695 +55%
MJB
1322
Mark J. Bradley
$5.12M +$633K +3,920 +13%
AWE
1323
Avidian Wealth Enterprises
Texas
$5.12M +$173K +1,071 +3%
WSCM
1324
Wellington Shields Capital Management
New York
$5.11M -$7.39M -45,766 -12%
EF
1325
Empowered Funds
Pennsylvania
$5.09M +$5.31M +32,854 New

JNJ Hedge Fund Activity: Q1 2023 in Review

3,729 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q1 2023, worth a combined $280B — down 14% from $326B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new JNJ positions and 146 closed out — a net gain of 19 holders — while 1,676 added to existing stakes and 1,560 trimmed.

The largest buyer was BlackRock, adding an estimated $434M. The largest seller was Bank of New York Mellon, cutting an estimated $998M.

  • 3,729 institutional investors held Johnson & Johnson (JNJ) as of Q1 2023, down from 3,789 in Q4 2022.
  • Funds reported $280B of Johnson & Johnson stock for Q1 2023, down 14% quarter-over-quarter.
  • 165 funds opened new Johnson & Johnson positions in Q1 2023 and 146 closed out, a net change of +19 holders.
  • The largest Johnson & Johnson buyer in Q1 2023 was BlackRock, an estimated $434M added.
  • The largest Johnson & Johnson seller in Q1 2023 was Bank of New York Mellon, an estimated $998M sold.

Based on aggregated 13F filings for Q1 2023.