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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
SL
1651
Summitry LLC
California
$1.56M +$222K +1,953 +18%
AWM
1652
Avior Wealth Management
Nebraska
$1.55M -$34.3K -302 -2%
NCM
1653
Noesis Capital Mangement
Florida
$1.55M +$690K +6,073 +90%
WI
1654
WrapManager Inc
California
$1.54M +$36.1K +318 +3%
MA
1655
MCF Advisors
Kentucky
$1.54M +$324K +2,849 +29%
NCM
1656
Northside Capital Management
Oregon
$1.53M
MCM
1657
Millie Capital Management
California
$1.53M +$144K +1,267 +11%
Members Trust
1658
Members Trust
Florida
$1.53M +$1.43M +12,623 New
VLKIM
1659
Van Lanschot Kempen Investment Management
Netherlands
$1.53M +$125K +1,100 +10%
ERIM
1660
Eagle Ridge Investment Management
Connecticut
$1.52M +$188K +1,655 +15%
BWA
1661
Burt Wealth Advisors
Maryland
$1.51M -$27.4K -241 -2%
CFA
1662
Capstone Financial Advisors
Illinois
$1.5M -$27.7K -244 -2%
AFP
1663
Ausdal Financial Partners
Iowa
$1.5M -$138K -1,216 -9%
WCWM
1664
Willow Creek Wealth Management
California
$1.49M +$1.39M +12,249 New
CISOA
1665
Capital Investment Services of America
Wisconsin
$1.48M
ICOM
1666
Investment Counselors of Maryland
Maryland
$1.48M -$36.9K -325 -3%
ACM
1667
Argentus Capital Management
Texas
$1.47M +$87.9K +774 +7%
JCM
1668
Jacobi Capital Management
Pennsylvania
$1.47M +$1.36M +11,978 New
SAM
1669
Summit Asset Management
Tennessee
$1.47M +$3.98K +35 +0.3%
PG
1670
Proffitt & Goodson
Tennessee
$1.47M -$51.4K -452 -4%
KFA
1671
Kelleher Financial Advisors
New York
$1.46M -$414K -3,642 -23%
WI
1672
Wedgewood Investors
Pennsylvania
$1.45M +$11.8K +104 +0.9%
NB
1673
Nicolet Bankshares
Wisconsin
$1.44M +$76.6K +674 +6%
ICM
1674
IMS Capital Management
Oregon
$1.44M +$87.6K +771 +7%
FM
1675
Forward Management
California
$1.44M -$16.6K -146 -1%

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.