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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
HFM
1526
Hartford Financial Management
Connecticut
$2.17M -$106K -919 -5%
LAIC
1527
Lederer & Associates Investment Counsel
California
$2.17M +$2.17M +18,817 New
PP
1528
Pegasus Partners
Wisconsin
$2.17M -$779K -6,742 -26%
SGAM
1529
Steinberg Global Asset Management
Florida
$2.16M -$486K -4,210 -18%
AIA
1530
AIMZ Investment Advisors
California
$2.16M -$11.4K -99 -0.5%
NGA
1531
Naples Global Advisors
Florida
$2.16M -$13.2K -114 -0.6%
HW
1532
Hedeker Wealth
Illinois
$2.15M +$1.5M +12,999 +229%
VNA
1533
VNBTrust National Association
Virginia
$2.15M -$132K -1,142 -6%
BCM
1534
Boltwood Capital Management
California
$2.14M -$2.89K -25 -0.1%
B
1535
Bellecapital
Switzerland
$2.14M +$736K +6,374 +52%
CBA
1536
Coastal Bridge Advisors
Connecticut
$2.14M +$5.89K +51 +0.3%
HCA
1537
Harbour Capital Advisors
Virginia
$2.13M -$22.5K -195 -1%
GEA
1538
Glen Eagle Advisors
New Jersey
$2.13M +$2.14M +18,522 New
HFBOT
1539
Home Federal Bank of Tennessee
Tennessee
$2.12M -$19.6K -170 -0.9%
HWA
1540
Heritage Way Advisors
Illinois
$2.12M +$2.12M +18,394 New
SIAP
1541
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.12M +$2.12M +18,395 New
CG
1542
Colony Group
Massachusetts
$2.1M +$228K +1,978 +12%
ZCA
1543
Zeke Capital Advisors
Pennsylvania
$2.1M +$1.21M +10,456 +135%
KA
1544
Kovack Advisors
Florida
$2.09M -$258K -2,237 -11%
PFC
1545
Poplar Forest Capital
California
$2.09M
NSB
1546
Norway Savings Bank
Maine
$2.09M +$2.09M +18,108 New
HL
1547
HeadInvest LLC
Maine
$2.08M +$23.1K +200 +1%
WI
1548
WBI Investments
New Jersey
$2.07M -$423K -3,659 -17%
MIM
1549
Miller Investment Management
Pennsylvania
$2.05M -$6.7K -58 -0.3%
TWA
1550
Tillar-Wenstrup Advisors
Ohio
$2.05M -$50.4K -436 -2%

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.