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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
KCMRT
1601
Kemper Corp Master Retirement Trust
Illinois
$1.81M
SIM
1602
Spark Investment Management
New York
$1.81M +$1.69M +14,900 New
FFSOTS
1603
Fiduciary Financial Services of The Southwest
Texas
$1.78M +$85.3K +751 +5%
SSWM
1604
Sheets Smith Wealth Management
North Carolina
$1.78M +$341 +3 +0%
RCA
1605
Rowland Carmichael Advisors
Arizona
$1.77M +$53.5K +471 +3%
YP
1606
Yellowstone Partners
Idaho
$1.75M -$388K -3,415 -19%
FC
1607
Forte Capital
New York
$1.75M -$59.7K -525 -4%
CIP
1608
Convergence Investment Partners
Florida
$1.74M -$1.25M -11,036 -43%
HPBT
1609
High Point Bank & Trust
North Carolina
$1.74M +$28.4K +250 +2%
AIM
1610
Aspen Investment Management
Michigan
$1.73M +$22.7K +200 +1%
OWP
1611
Obermeyer Wealth Partners
Colorado
$1.73M +$306K +2,695 +23%
OLA
1612
Oliver Luxxe Assets
New Jersey
$1.72M -$122K -1,074 -7%
PAM
1613
Peak Asset Management
Colorado
$1.71M +$179K +1,578 +13%
ITIM
1614
Indiana Trust & Investment Management
Indiana
$1.71M +$95.2K +838 +6%
EWA
1615
Exencial Wealth Advisors
Oklahoma
$1.71M +$229K +2,013 +17%
OFS
1616
Orrstown Financial Services
Pennsylvania
$1.71M -$30.3K -267 -2%
FWCM
1617
First Western Capital Management
California
$1.7M +$1.59M +14,026 New
CICI
1618
Capital Investment Counsel Inc
North Carolina
$1.7M -$75.6K -665 -5%
PP
1619
Paloma Partners
Connecticut
$1.7M -$821K -7,228 -34%
PCMC
1620
Paragon Capital Management (Colorado)
Colorado
$1.69M -$10.9K -96 -0.7%
BLAM
1621
Bourne Lent Asset Management
New York
$1.68M
OIA
1622
Optimum Investment Advisors
Illinois
$1.68M -$117K -1,030 -7%
ST
1623
Sentinel Trust
Texas
$1.67M -$11.4K -100 -0.7%
HWA
1624
Heritage Wealth Advisors
Virginia
$1.67M +$365K +3,211 +30%
KWMG
1625
King Wealth Management Group
Florida
$1.65M -$2.95K -26 -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.