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Johnson & Johnson

2,228 hedge funds and large institutions have $211B invested in Johnson & Johnson in 2016 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 820 increasing their positions, 1,094 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 57

0% less funds holding

Funds holding: 2,2332,228 (-5)

0.47% less ownership

Funds ownership: 66.35%65.89% (-0.47%)

5% less capital invested

Capital invested by funds: $221B → $211B (-$10.3B)

10% less funds holding in top 10

Funds holding in top 10: 856771 (-85)

25% less repeat investments, than reductions

Existing positions increased: 820 | Existing positions reduced: 1,094

34% less call options, than puts

Call options by funds: $1.96B | Put options by funds: $2.95B

Holders
2,228
Holders Change
-5
Holders Change %
-0.22%
% of All Funds
59.43%
Holding in Top 10
771
Holding in Top 10 Change
-85
Holding in Top 10 Change %
-9.93%
% of All Funds
20.57%
New
75
Increased
820
Reduced
1,094
Closed
57
Calls
$1.96B
Puts
$2.95B
Net Calls
-$994M
Net Calls Change
-$834M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
1601
Convergence Investment Partners
Florida
$1.71M +$9.95K +82 +0.6%
SSWM
1602
Sheets Smith Wealth Management
North Carolina
$1.7M -$35.2K -290 -2%
FC
1603
Forte Capital
New York
$1.69M -$14.6K -120 -0.8%
PAM
1604
Peak Asset Management
Colorado
$1.69M +$26K +214 +2%
HPBT
1605
High Point Bank & Trust
North Carolina
$1.69M -$4.61K -38 -0.3%
PCMC
1606
Paragon Capital Management (Colorado)
Colorado
$1.69M +$42.8K +353 +3%
FFSOTS
1607
Fiduciary Financial Services of The Southwest
Texas
$1.68M -$58.2K -480 -3%
NBC
1608
Neuberger Berman Canada
Ontario, Canada
$1.68M +$827K +6,815 +92%
EWA
1609
Exencial Wealth Advisors
Oklahoma
$1.68M +$43.6K +359 +3%
AIM
1610
Aspen Investment Management
Michigan
$1.67M -$12.1K -100 -0.7%
RCA
1611
Rowland Carmichael Advisors
Arizona
$1.67M -$56.5K -466 -3%
OWP
1612
Obermeyer Wealth Partners
Colorado
$1.66M -$19.4K -160 -1%
CWM
1613
Cornerstone Wealth Management
Missouri
$1.66M +$1.69M +13,951 New
CCM
1614
Canal Capital Management
Virginia
$1.66M +$84.8K +699 +5%
VLKIM
1615
Van Lanschot Kempen Investment Management
Netherlands
$1.65M +$170K +1,400 +11%
CICI
1616
Capital Investment Counsel Inc
North Carolina
$1.65M
ITIM
1617
Indiana Trust & Investment Management
Indiana
$1.64M -$30.3K -250 -2%
BLAM
1618
Bourne Lent Asset Management
New York
$1.63M
SL
1619
Summitry LLC
California
$1.63M +$116K +955 +7%
NAMA
1620
Nikko Asset Management Americas
New York
$1.63M
AWM
1621
Avior Wealth Management
Nebraska
$1.63M +$110K +910 +7%
GBT
1622
Grove Bank & Trust
Florida
$1.61M +$17K +140 +1%
SIG
1623
Stanford Investment Group
California
$1.61M +$81.2K +669 +5%
KWMG
1624
King Wealth Management Group
Florida
$1.61M -$485 -4 -0%
STMM
1625
South Texas Money Management
Texas
$1.6M -$601K -4,956 -27%

JNJ Hedge Fund Activity: Q3 2016 in Review

2,228 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q3 2016, worth a combined $211B — down 4.6% from $221B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new JNJ positions and 57 closed out — a net gain of 18 holders — while 820 added to existing stakes and 1,094 trimmed.

The largest buyer was State Street, adding an estimated $592M. The largest seller was Macquarie Group, cutting an estimated $785M.

  • 2,228 institutional investors held Johnson & Johnson (JNJ) as of Q3 2016, down from 2,233 in Q2 2016.
  • Funds reported $211B of Johnson & Johnson stock for Q3 2016, down 4.6% quarter-over-quarter.
  • 75 funds opened new Johnson & Johnson positions in Q3 2016 and 57 closed out, a net change of +18 holders.
  • The largest Johnson & Johnson buyer in Q3 2016 was State Street, an estimated $592M added.
  • The largest Johnson & Johnson seller in Q3 2016 was Macquarie Group, an estimated $785M sold.

Based on aggregated 13F filings for Q3 2016.