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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
CPA
1701
Court Place Advisors
Maryland
$1.42M +$2.89K +25 +0.2%
ANTB
1702
AMG National Trust Bank
Colorado
$1.4M +$92.5K +801 +7%
Koshinski Asset Management
1703
Koshinski Asset Management
Illinois
$1.4M -$137K -1,182 -9%
AIM
1704
Advantage Investment Management
Iowa
$1.4M +$179K +1,553 +15%
I2I
1705
Insight 2811 Inc
Illinois
$1.4M -$23.1K -200 -2%
SAM
1706
Summit Asset Management
Tennessee
$1.4M +$1.16K +10 +0.1%
WI
1707
Wedgewood Investors
Pennsylvania
$1.39M +$19.1K +165 +1%
CCWA
1708
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.39M +$81.8K +708 +6%
GBBWRPM
1709
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.38M +$710K +6,148 +105%
CISOA
1710
Capital Investment Services of America
Wisconsin
$1.38M -$23.1K -200 -2%
CSA
1711
Cottage Street Advisors
Massachusetts
$1.38M +$23.1K +200 +2%
IAA
1712
Ironsides Asset Advisors
North Carolina
$1.37M +$123K +1,064 +10%
BA
1713
Bristol Advisors
Pennsylvania
$1.37M +$1.37M +11,900 New
MA
1714
MCF Advisors
Kentucky
$1.37M -$49.1K -425 -3%
KFA
1715
Kelleher Financial Advisors
New York
$1.37M +$15.5K +134 +1%
ADL
1716
Asset Dedication LLC
California
$1.36M +$241K +2,083 +21%
ICOM
1717
Investment Counselors of Maryland
Maryland
$1.36M -$7.74K -67 -0.6%
JFA
1718
JNBA Financial Advisors
Minnesota
$1.36M -$2.01M -17,381 -60%
TC
1719
Trust Company
Kansas
$1.35M -$1.15M -9,952 -46%
JCM
1720
Jacobi Capital Management
Pennsylvania
$1.35M -$142K -1,229 -9%
WCF
1721
West Coast Financial
California
$1.34M -$405K -3,505 -23%
WCWM
1722
Willow Creek Wealth Management
California
$1.34M -$7.62K -66 -0.6%
SL
1723
Summitry LLC
California
$1.34M -$254K -2,197 -16%
LMIM
1724
Lockheed Martin Investment Management
Maryland
$1.34M +$1.34M +11,600 New
WWM
1725
Willingdon Wealth Management
North Carolina
$1.33M -$74.9K -648 -5%

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.