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Johnson & Johnson

2,233 hedge funds and large institutions have $221B invested in Johnson & Johnson in 2016 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 868 increasing their positions, 1,042 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 50

14% more capital invested

Capital invested by funds: $194B → $221B (+$26.9B)

13% more funds holding in top 10

Funds holding in top 10: 756856 (+100)

1% more funds holding

Funds holding: 2,2042,233 (+29)

7% less call options, than puts

Call options by funds: $2.12B | Put options by funds: $2.28B

2.28% less ownership

Funds ownership: 68.63%66.35% (-2.3%)

17% less repeat investments, than reductions

Existing positions increased: 868 | Existing positions reduced: 1,042

Holders
2,233
Holders Change
+29
Holders Change %
+1.32%
% of All Funds
59.56%
Holding in Top 10
856
Holding in Top 10 Change
+100
Holding in Top 10 Change %
+13.23%
% of All Funds
22.83%
New
98
Increased
868
Reduced
1,042
Closed
50
Calls
$2.12B
Puts
$2.28B
Net Calls
-$160M
Net Calls Change
-$455M
Name Holding Trade Value Shares
Change
Change in
Stake
UBWV
1501
United Bank (West Virginia)
West Virginia
$2.33M +$728K +6,408 +50%
SI
1502
Scharf Investments
California
$2.33M
FIM
1503
Fernwood Investment Management
Massachusetts
$2.33M -$27.3K -240 -1%
NEAM
1504
New England Asset Management
Connecticut
$2.32M +$11.4K +100 +0.5%
HA
1505
Harfst & Associates
Wyoming
$2.31M +$1.8M +15,798 +480%
AIA
1506
AIMZ Investment Advisors
California
$2.31M -$2.31M -20,313 -52%
RFA
1507
Reilly Financial Advisors
California
$2.31M +$174K +1,534 +9%
WA
1508
Wheatland Advisors
Pennsylvania
$2.3M -$11.2K -99 -0.5%
BFPW
1509
BOK Financial Private Wealth
Colorado
$2.3M +$947K +8,330 +78%
HL
1510
HeadInvest LLC
Maine
$2.3M
HCA
1511
Harbour Capital Advisors
Virginia
$2.29M -$19.9K -175 -0.9%
NGA
1512
Naples Global Advisors
Florida
$2.29M -$19.1K -168 -0.9%
BJL
1513
Brighton Jones LLC
Washington
$2.28M +$5.45K +48 +0.3%
CHJWM
1514
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.28M -$110K -969 -5%
DMC
1515
Drexel Morgan & Co
Pennsylvania
$2.28M -$20.2K -178 -0.9%
BP
1516
Ballentine Partners
Massachusetts
$2.26M -$34.7K -305 -2%
BCM
1517
Boltwood Capital Management
California
$2.25M +$24.4K +215 +1%
TWA
1518
Tillar-Wenstrup Advisors
Ohio
$2.25M +$37.2K +327 +2%
WIA
1519
Westbourne Investment Advisors
Maryland
$2.25M +$111K +975 +6%
FDCC
1520
Foster Dykema Cabot & Co
Massachusetts
$2.25M -$85.2K -750 -4%
PMFA
1521
Plante Moran Financial Advisors
Michigan
$2.25M +$1.14K +10 +0.1%
STMM
1522
South Texas Money Management
Texas
$2.24M -$39.1K -344 -2%
PFBT
1523
Parkside Financial Bank & Trust
Missouri
$2.24M -$282K -2,486 -12%
CBA
1524
Coastal Bridge Advisors
Connecticut
$2.24M +$4.54K +40 +0.2%
HFBOT
1525
Home Federal Bank of Tennessee
Tennessee
$2.23M +$3.18K +28 +0.2%

JNJ Hedge Fund Activity: Q2 2016 in Review

2,233 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q2 2016, worth a combined $221B — up 14% from $194B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new JNJ positions and 50 closed out — a net gain of 48 holders — while 868 added to existing stakes and 1,042 trimmed.

The largest buyer was Macquarie Group, adding an estimated $723M. The largest seller was Royal London Asset Management, cutting an estimated $8.14B.

  • 2,233 institutional investors held Johnson & Johnson (JNJ) as of Q2 2016, up from 2,204 in Q1 2016.
  • Funds reported $221B of Johnson & Johnson stock for Q2 2016, up 14% quarter-over-quarter.
  • 98 funds opened new Johnson & Johnson positions in Q2 2016 and 50 closed out, a net change of +48 holders.
  • The largest Johnson & Johnson buyer in Q2 2016 was Macquarie Group, an estimated $723M added.
  • The largest Johnson & Johnson seller in Q2 2016 was Royal London Asset Management, an estimated $8.14B sold.

Based on aggregated 13F filings for Q2 2016.