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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
TIA
1501
Tiemann Investment Advisors
California
$2.28M -$121K -1,049 -5%
FA
1502
Fagan Associates
New York
$2.28M +$61.8K +535 +3%
ST
1503
Spot Trading
Illinois
$2.28M +$2.28M +19,763 New
WEC
1504
Winslow Evans & Crocker
Massachusetts
$2.27M -$40K -346 -2%
RGI
1505
River Global Investors
United Kingdom
$2.26M
BWM
1506
Braver Wealth Management
Massachusetts
$2.26M +$134K +1,160 +6%
CFSG
1507
Community Financial Services Group
Vermont
$2.25M +$6.35K +55 +0.3%
DAS
1508
Dynamic Advisor Solutions
Arizona
$2.24M +$48.7K +422 +2%
NBC
1509
Neuberger Berman Canada
Ontario, Canada
$2.24M +$604K +5,231 +37%
SNBOSCI
1510
Security National Bank of Sioux City Iowa
Iowa
$2.23M -$1.16K -10 -0.1%
CL
1511
Choreo LLC
Illinois
$2.23M -$83.2K -720 -4%
UBWV
1512
United Bank (West Virginia)
West Virginia
$2.22M +$43.8K +379 +2%
AFG
1513
Albion Financial Group
Utah
$2.22M -$4.25M -36,819 -66%
AIIMS
1514
Analyst IMS Investment Management Services
Israel
$2.21M -$80.2K -694 -3%
DAC
1515
Dividend Assets Capital
South Carolina
$2.21M +$243K +2,100 +12%
BP
1516
Ballentine Partners
Massachusetts
$2.21M +$172K +1,490 +8%
MA
1517
Marshwinds Advisory
Georgia
$2.21M -$22.1K -191 -1%
FIM
1518
Fernwood Investment Management
Massachusetts
$2.21M -$2.31K -20 -0.1%
PFBT
1519
Parkside Financial Bank & Trust
Missouri
$2.21M +$9.93K +86 +0.5%
WA
1520
Wheatland Advisors
Pennsylvania
$2.2M +$116 +1 +0%
PMFA
1521
Plante Moran Financial Advisors
Michigan
$2.2M -$103K -895 -4%
OC
1522
Oarsman Capital
Wisconsin
$2.19M -$1.25M -10,791 -36%
Wolverine Trading
1523
Wolverine Trading
Illinois
$2.19M +$2.2M +19,017 New
BWAM
1524
Boyd Watterson Asset Management
Ohio
$2.19M -$883K -7,640 -29%
KCPG
1525
Kavar Capital Partners Group
Kansas
$2.18M -$75K -649 -3%

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.