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Johnson & Johnson

2,349 hedge funds and large institutions have $224B invested in Johnson & Johnson in 2017 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 905 increasing their positions, 1,108 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 63

8% more capital invested

Capital invested by funds: $208B → $224B (+$16.6B)

5% more funds holding in top 10

Funds holding in top 10: 722759 (+37)

1% more funds holding

Funds holding: 2,3202,349 (+29)

0.15% more ownership

Funds ownership: 66.32%66.46% (+0.15%)

18% less repeat investments, than reductions

Existing positions increased: 905 | Existing positions reduced: 1,108

20% less call options, than puts

Call options by funds: $1.76B | Put options by funds: $2.2B

Holders
2,349
Holders Change
+29
Holders Change %
+1.25%
% of All Funds
58.48%
Holding in Top 10
759
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+5.12%
% of All Funds
18.89%
New
112
Increased
905
Reduced
1,108
Closed
63
Calls
$1.76B
Puts
$2.2B
Net Calls
-$444M
Net Calls Change
+$360M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1726
Consolidated Capital Management
California
$1.46M +$1.4M +11,741 New
ICM
1727
IronBridge Capital Management
Illinois
$1.46M +$193K +1,619 +16%
CPA
1728
Clear Perspective Advisors
Illinois
$1.46M -$109K -915 -7%
SIM
1729
Sadoff Investment Management
Wisconsin
$1.44M -$259K -2,170 -16%
BW
1730
Bison Wealth
Georgia
$1.44M -$186K -1,559 -12%
WCBA
1731
Weaver C. Barksdale & Associates
Tennessee
$1.44M +$324K +2,709 +31%
BWA
1732
Burt Wealth Advisors
Maryland
$1.44M -$103K -865 -7%
AFS
1733
Access Financial Services
Minnesota
$1.44M +$50.8K +425 +4%
Lido Advisors
1734
Lido Advisors
California
$1.43M -$152K -1,275 -10%
QCMC
1735
Quantum Capital Management (California)
California
$1.43M -$938K -7,852 Closed
HI
1736
Horizon Investments
North Carolina
$1.42M -$1.7M -14,212 -55%
WCF
1737
West Coast Financial
California
$1.42M -$34.9K -292 -2%
SFM
1738
Signature Financial Management
Virginia
$1.42M +$510K +4,268 +60%
HCM
1739
Hutchinson Capital Management
California
$1.41M -$26.9K -225 -2%
HWP
1740
Hefty Wealth Partners
Indiana
$1.41M +$1.13M +9,434 +499%
SMG
1741
Spectrum Management Group
Indiana
$1.41M -$324K -2,714 -19%
WPA
1742
Winning Points Advisors
Florida
$1.4M +$10.8K +90 +0.8%
MFW
1743
Mosaic Family Wealth
Missouri
$1.4M +$19.7K +165 +1%
RA
1744
RFG Advisory
Alabama
$1.39M +$285K +2,388 +27%
FNBSF
1745
First National Bank Sioux Falls
South Dakota
$1.38M
BIM
1746
Bridgecreek Investment Management
Oklahoma
$1.38M
LOAMS
1747
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.38M -$1.67M -13,955 -56%
AFP
1748
Ausdal Financial Partners
Iowa
$1.37M -$17.6K -147 -1%
MM
1749
Midas Management
New York
$1.37M
RI
1750
Ridgewood Investments
New Jersey
$1.37M +$80K +670 +6%

JNJ Hedge Fund Activity: Q1 2017 in Review

2,349 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q1 2017, worth a combined $224B — up 8% from $208B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new JNJ positions and 63 closed out — a net gain of 49 holders — while 905 added to existing stakes and 1,108 trimmed.

The largest buyer was BlackRock, adding an estimated $19.5B. The largest seller was Fidelity Investments, cutting an estimated $850M.

  • 2,349 institutional investors held Johnson & Johnson (JNJ) as of Q1 2017, up from 2,320 in Q4 2016.
  • Funds reported $224B of Johnson & Johnson stock for Q1 2017, up 8% quarter-over-quarter.
  • 112 funds opened new Johnson & Johnson positions in Q1 2017 and 63 closed out, a net change of +49 holders.
  • The largest Johnson & Johnson buyer in Q1 2017 was BlackRock, an estimated $19.5B added.
  • The largest Johnson & Johnson seller in Q1 2017 was Fidelity Investments, an estimated $850M sold.

Based on aggregated 13F filings for Q1 2017.