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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
DA
1851
Doliver Advisors
Texas
$2.41M -$103K -672 -4%
CC
1852
Constitution Capital
Connecticut
$2.41M -$97.4K -635 -4%
WGCA
1853
Wolf Group Capital Advisors
Virginia
$2.41M +$32K +209 +1%
SIP
1854
Stoneridge Investment Partners
Pennsylvania
$2.4M – – –
BIM
1855
Barton Investment Management
Pennsylvania
$2.4M – – –
SCI
1856
Stableford Capital II
Arizona
$2.4M +$43.5K +284 +2%
FAM
1857
Formidable Asset Management
Ohio
$2.4M +$857K +5,586 +57%
CFFP
1858
Center for Financial Planning
Michigan
$2.4M +$1.23K +8 +0.1%
PPWP
1859
Premier Path Wealth Partners
New Jersey
$2.39M +$2.34M +15,274 New
WDG
1860
Wealth Dimensions Group
Ohio
$2.39M -$13K -85 -0.6%
PWAM
1861
Pinnacle West Asset Management
Wyoming
$2.39M +$92K +600 +4%
TAM
1862
Titleist Asset Management
Texas
$2.38M +$44K +287 +2%
JE
1863
JMAC Enterprises
Pennsylvania
$2.38M -$132K -862 -5%
SPIS
1864
Steward Partners Investment Solutions
Oregon
$2.36M +$2.31M +15,048 New
MW
1865
Marcum Wealth
Ohio
$2.36M +$14.3K +93 +0.6%
AF
1866
Apexium Financial
Texas
$2.35M +$690K +4,503 +43%
SAM
1867
Simplify Asset Management
Nevada
$2.35M -$177K -1,157 -7%
AA
1868
Argent Advisors
Louisiana
$2.35M -$572K -3,731 -20%
CIA
1869
Compass Ion Advisors
Pennsylvania
$2.35M +$20.7K +135 +0.9%
FCAS
1870
First Command Advisory Services
Texas
$2.35M -$9.66K -63 -0.4%
RFG
1871
RFP Financial Group
Georgia
$2.35M -$135K -878 -6%
CCG
1872
Ceeto Capital Group
Florida
$2.35M -$3.83K -25 -0.2%
KF
1873
KKM Financial
Illinois
$2.34M +$2.29M +14,944 New
BEAM
1874
Baker Ellis Asset Management
Washington
$2.33M -$33.7K -220 -1%
GWS
1875
Glassman Wealth Services
Virginia
$2.33M +$55.7K +363 +2%
73 74
75
76 77

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.