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Johnson & Johnson
JNJ

3,871 hedge funds and large institutions have $269B invested in Johnson & Johnson in 2023 Q4 according to their latest regulatory filings, with 374 funds opening new positions, 1,302 increasing their positions, 1,882 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more first-time investments, than exits

New positions opened: 374 | Existing positions closed: 125

19% more call options, than puts

Call options by funds: $3.25B | Put options by funds: $2.73B

5% more funds holding

Funds holding: 3,680 → 3,871 (+191)

2.15% more ownership

Funds ownership: 69.2% → 71.36% (+2.2%)

4% more capital invested

Capital invested by funds: $260B → $269B (+$9.6B)

20% less funds holding in top 10

Funds holding in top 10: 370 → 295 (-75)

31% less repeat investments, than reductions

Existing positions increased: 1,302 | Existing positions reduced: 1,882

Holders
3,871
Holders Change
+191
Holders Change %
+5.19%
% of All Funds
56.4%
Holding in Top 10
295
Holding in Top 10 Change
-75
Holding in Top 10 Change %
-20.27%
% of All Funds
4.3%
New
374
Increased
1,302
Reduced
1,882
Closed
125
Calls
$3.25B
Puts
$2.73B
Net Calls
+$518M
Net Calls Change
+$67.9M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.45B
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$646M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$520M
4
UBS AM
UBS AM
Illinois
+$466M
5
Amundi
Amundi
France
+$398M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$406M
2
Barclays
Barclays
United Kingdom
-$359M
3
Capital World Investors
Capital World Investors
California
-$358M
4
Millennium Management
Millennium Management
New York
-$254M
5
JP Morgan Chase
JP Morgan Chase
New York
-$231M
Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
1776
Monetary Management Group
Missouri
$2.64M -$107K -700 -4%
OF
1777
Outfitter Financial
Maine
$2.64M -$2.3K -15 -0.1%
MC
1778
Martin & Co
Tennessee
$2.64M -$86.6K -565 -3%
BWG
1779
Berry Wealth Group
Texas
$2.62M +$2.57M +16,741 New
EVM
1780
Evelyn V. Moreno
$2.62M -$1.98M -12,883 -43%
FUBT
1781
First United Bank & Trust
Maryland
$2.62M -$105K -684 -4%
CNFG
1782
Creegan & Nassoura Financial Group
New Hampshire
$2.61M – – –
JWA
1783
JFS Wealth Advisors
Pennsylvania
$2.61M +$920 +6 +0%
MPAM
1784
Murphy Pohlad Asset Management
Minnesota
$2.61M -$180K -1,175 -7%
GGS
1785
Galvin Gaustad & Stein
Arizona
$2.6M +$1.85M +12,070 +267%
SFI
1786
SPC Financial Inc
Maryland
$2.6M +$1.38M +8,989 +119%
ET
1787
Entropy Technologies
New York
$2.59M +$2.53M +16,521 New
HCMG
1788
Howard Capital Management Group
California
$2.59M +$94.1K +614 +4%
AIM
1789
AHL Investment Management
Florida
$2.59M – – –
BA
1790
Bridgewater Advisors
New York
$2.58M +$60K +391 +2%
PWS
1791
Peloton Wealth Strategists
Indiana
$2.58M -$83.6K -545 -3%
LSAG
1792
Lake Street Advisors Group
New Hampshire
$2.57M -$323K -2,106 -11%
HAM
1793
Harmony Asset Management
Arizona
$2.57M +$2.51M +16,400 New
HVIA
1794
Hudson Valley Investment Advisors
New York
$2.57M -$259K -1,690 -10%
LCM
1795
Leisure Capital Management
California
$2.56M -$257K -1,676 -9%
LS
1796
Leelyn Smith
Illinois
$2.56M +$155K +1,013 +7%
SWM
1797
Sculati Wealth Management
Michigan
$2.55M +$29K +189 +1%
SNB
1798
Security National Bank
Nebraska
$2.54M -$101K -661 -4%
SAM
1799
Shell Asset Management
Netherlands
$2.53M -$1.37M -8,928 -36%
GPA
1800
Garrison Point Advisors
California
$2.53M +$9.2K +60 +0.4%
70 71
72
73 74

JNJ Hedge Fund Activity: Q4 2023 in Review

3,871 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q4 2023, worth a combined $269B — up 3.7% from $260B a quarter earlier.

Buyers outnumbered sellers: 374 funds opened new JNJ positions and 125 closed out — a net gain of 249 holders — while 1,302 added to existing stakes and 1,882 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.45B. The largest seller was Bank of America, cutting an estimated $406M.

  • 3,871 institutional investors held Johnson & Johnson (JNJ) as of Q4 2023, up from 3,680 in Q3 2023.
  • Funds reported $269B of Johnson & Johnson stock for Q4 2023, up 3.7% quarter-over-quarter.
  • 374 funds opened new Johnson & Johnson positions in Q4 2023 and 125 closed out, a net change of +249 holders.
  • The largest Johnson & Johnson buyer in Q4 2023 was Morgan Stanley, an estimated $6.45B added.
  • The largest Johnson & Johnson seller in Q4 2023 was Bank of America, an estimated $406M sold.

Based on aggregated 13F filings for Q4 2023.