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Johnson & Johnson

2,349 hedge funds and large institutions have $224B invested in Johnson & Johnson in 2017 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 905 increasing their positions, 1,108 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 63

8% more capital invested

Capital invested by funds: $208B → $224B (+$16.6B)

5% more funds holding in top 10

Funds holding in top 10: 722759 (+37)

1% more funds holding

Funds holding: 2,3202,349 (+29)

0.15% more ownership

Funds ownership: 66.32%66.46% (+0.15%)

18% less repeat investments, than reductions

Existing positions increased: 905 | Existing positions reduced: 1,108

20% less call options, than puts

Call options by funds: $1.76B | Put options by funds: $2.2B

Holders
2,349
Holders Change
+29
Holders Change %
+1.25%
% of All Funds
58.48%
Holding in Top 10
759
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+5.12%
% of All Funds
18.89%
New
112
Increased
905
Reduced
1,108
Closed
63
Calls
$1.76B
Puts
$2.2B
Net Calls
-$444M
Net Calls Change
+$360M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1501
Wheatland Advisors
Pennsylvania
$2.37M -$9.44K -79 -0.4%
NGA
1502
Naples Global Advisors
Florida
$2.37M +$30.1K +252 +1%
GEA
1503
Glen Eagle Advisors
New Jersey
$2.36M +$50.1K +419 +2%
HWA
1504
Heritage Way Advisors
Illinois
$2.36M +$62.7K +525 +3%
CRC
1505
Curi RMB Capital
Illinois
$2.35M +$402K +3,365 +22%
SNBOSCI
1506
Security National Bank of Sioux City Iowa
Iowa
$2.35M -$62.4K -522 -3%
LAIC
1507
Lederer & Associates Investment Counsel
California
$2.35M +$2.99K +25 +0.1%
CAM
1508
Covenant Asset Management
New Jersey
$2.34M -$224K -1,875 -9%
AIA
1509
AIMZ Investment Advisors
California
$2.33M -$2.87K -24 -0.1%
WI
1510
WBI Investments
New Jersey
$2.33M +$87.8K +735 +4%
MWM
1511
Modera Wealth Management
New Jersey
$2.32M +$191K +1,603 +9%
HCA
1512
Harbour Capital Advisors
Virginia
$2.32M +$12.1K +101 +0.5%
LCM
1513
Leisure Capital Management
California
$2.32M -$161K -1,346 -7%
BWAM
1514
Boyd Watterson Asset Management
Ohio
$2.31M -$50.2K -420 -2%
BMCM
1515
Bryn Mawr Capital Management
Pennsylvania
$2.3M -$1.02M -8,555 -32%
CFSG
1516
Community Financial Services Group
Vermont
$2.3M -$128K -1,073 -5%
KC
1517
Kingfisher Capital
North Carolina
$2.29M +$325K +2,720 +17%
SIAP
1518
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.29M
DMC
1519
Drexel Morgan & Co
Pennsylvania
$2.29M +$66.7K +558 +3%
CHJWM
1520
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.28M -$242K -2,022 -10%
WEC
1521
Winslow Evans & Crocker
Massachusetts
$2.28M -$166K -1,388 -7%
HL
1522
HeadInvest LLC
Maine
$2.28M +$26.3K +220 +1%
RGI
1523
River Global Investors
United Kingdom
$2.28M -$155K -1,300 -7%
PP
1524
Pegasus Partners
Wisconsin
$2.27M -$71.7K -600 -3%
CCM
1525
CWH Capital Management
Washington
$2.26M +$57.5K +481 +3%

JNJ Hedge Fund Activity: Q1 2017 in Review

2,349 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q1 2017, worth a combined $224B — up 8% from $208B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new JNJ positions and 63 closed out — a net gain of 49 holders — while 905 added to existing stakes and 1,108 trimmed.

The largest buyer was BlackRock, adding an estimated $19.5B. The largest seller was Fidelity Investments, cutting an estimated $850M.

  • 2,349 institutional investors held Johnson & Johnson (JNJ) as of Q1 2017, up from 2,320 in Q4 2016.
  • Funds reported $224B of Johnson & Johnson stock for Q1 2017, up 8% quarter-over-quarter.
  • 112 funds opened new Johnson & Johnson positions in Q1 2017 and 63 closed out, a net change of +49 holders.
  • The largest Johnson & Johnson buyer in Q1 2017 was BlackRock, an estimated $19.5B added.
  • The largest Johnson & Johnson seller in Q1 2017 was Fidelity Investments, an estimated $850M sold.

Based on aggregated 13F filings for Q1 2017.