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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
SCM
1676
SOL Capital Management
Maryland
$1.52M -$26K -225 -2%
KPCM
1677
Kings Point Capital Management
New York
$1.52M -$39K -338 -3%
BW
1678
Bison Wealth
Georgia
$1.51M +$15.9K +138 +1%
PG
1679
Proffitt & Goodson
Tennessee
$1.51M +$92.1K +797 +6%
WP
1680
WealthSource Partners
California
$1.5M -$229K -1,986 -13%
MC
1681
Miles Capital
Iowa
$1.5M +$121K +1,044 +9%
NCM
1682
Noesis Capital Mangement
Florida
$1.49M
Lido Advisors
1683
Lido Advisors
California
$1.49M +$112K +967 +8%
KKAMG
1684
Kernodle & Katon Asset Management Group
Arkansas
$1.48M +$173K +1,497 +13%
PWS
1685
Peloton Wealth Strategists
Indiana
$1.48M
CAS
1686
Cue Advisory Services
Arizona
$1.48M +$87.8K +760 +6%
NCM
1687
Northside Capital Management
Oregon
$1.46M
IIC
1688
Integrated Investment Consultants
Michigan
$1.45M +$130K +1,125 +10%
OFS
1689
Orrstown Financial Services
Pennsylvania
$1.45M -$23.6K -204 -2%
CAW
1690
Cornerstone Advisors (Washington)
Washington
$1.45M +$88.9K +770 +7%
CPA
1691
Clear Perspective Advisors
Illinois
$1.45M +$1.46M +12,597 New
CWM
1692
Cornerstone Wealth Management
Missouri
$1.45M -$170K -1,473 -11%
CPO
1693
Cerity Partners OCIO
New York
$1.45M +$705K +6,100 +95%
CFA
1694
Capstone Financial Advisors
Illinois
$1.45M +$1.5K +13 +0.1%
HDIM
1695
Hanson & Doremus Investment Management
Vermont
$1.44M -$17.9K -155 -1%
VSWA
1696
Vontobel Swiss Wealth Advisors
Switzerland
$1.44M +$1.11M +9,637 +338%
CIC
1697
Cornercap Investment Counsel
Georgia
$1.44M -$28.9K -250 -2%
BWA
1698
Burt Wealth Advisors
Maryland
$1.43M +$3.7K +32 +0.3%
SAM
1699
SignalPoint Asset Management
Missouri
$1.43M +$49.9K +432 +4%
SBL
1700
Sargent Bickham Lagudis
Colorado
$1.42M +$1.4M +12,098 +5,653%

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.