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Johnson & Johnson

3,729 hedge funds and large institutions have $280B invested in Johnson & Johnson in 2023 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 1,676 increasing their positions, 1,560 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $3.16B | Put options by funds: $2.37B

13% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 146

7% more repeat investments, than reductions

Existing positions increased: 1,676 | Existing positions reduced: 1,560

0.75% less ownership

Funds ownership: 69.8%69.05% (-0.75%)

2% less funds holding

Funds holding: 3,7893,729 (-60)

14% less capital invested

Capital invested by funds: $326B → $280B (-$46.2B)

38% less funds holding in top 10

Funds holding in top 10: 706436 (-270)

Holders
3,729
Holders Change
-60
Holders Change %
-1.58%
% of All Funds
59.42%
Holding in Top 10
436
Holding in Top 10 Change
-270
Holding in Top 10 Change %
-38.24%
% of All Funds
6.95%
New
165
Increased
1,676
Reduced
1,560
Closed
146
Calls
$3.16B
Puts
$2.37B
Net Calls
+$796M
Net Calls Change
+$419M
Name Holding Trade Value Shares
Change
Change in
Stake
CPWA
1901
Cerro Pacific Wealth Advisors
California
$2.32M +$232K +1,436 +11%
CAM
1902
Cozad Asset Management
Illinois
$2.31M -$124K -767 -5%
WGCA
1903
Wolf Group Capital Advisors
Virginia
$2.31M -$293K -1,814 -11%
SWA
1904
Sax Wealth Advisors
New Jersey
$2.31M +$59.1K +366 +3%
BCM
1905
Brookmont Capital Management
Texas
$2.31M +$4.84K +30 +0.2%
FWM
1906
Finer Wealth Management
Massachusetts
$2.31M -$15K -93 -0.6%
BFC
1907
Bedel Financial Consulting
Indiana
$2.3M +$35.4K +219 +1%
WDC
1908
Woodward Diversified Capital
California
$2.3M +$14.4K +89 +0.6%
JGIA
1909
Jackson Grant Investment Advisers
Connecticut
$2.3M +$41.7K +258 +2%
TL
1910
Tradewinds LLC
North Carolina
$2.29M +$2.39M +14,776 New
VBCG
1911
Valley Brook Capital Group
Pennsylvania
$2.29M -$16.5K -102 -0.7%
AIA
1912
AIMZ Investment Advisors
California
$2.29M -$65.6K -406 -3%
CF
1913
Centaurus Financial
California
$2.29M -$204K -1,263 -8%
LM
1914
Lincluden Management
Ontario, Canada
$2.29M -$87.2K -540 -4%
SAM
1915
Summit Asset Management
Tennessee
$2.28M -$16K -99 -0.7%
WFS
1916
Widmann Financial Services
Maryland
$2.28M -$32.1K -199 -1%
HBW
1917
Hazlett, Burt & Watson
West Virginia
$2.27M +$24.7K +153 +1%
SLWA
1918
San Luis Wealth Advisors
California
$2.26M +$2.36M +14,603 New
GHAM
1919
Gilman Hill Asset Management
Connecticut
$2.26M -$36.2K -224 -2%
HP
1920
HT Partners
Connecticut
$2.26M -$101K -625 -4%
RCM
1921
RB Capital Management
Nevada
$2.25M +$241K +1,491 +11%
MAM
1922
McCarthy Asset Management
California
$2.25M +$16.1K +100 +0.7%
HCM
1923
Highlander Capital Management
New Jersey
$2.25M
LWP
1924
LMG Wealth Partners
Louisiana
$2.24M +$228K +1,412 +11%
BLAM
1925
Bourne Lent Asset Management
New York
$2.24M

JNJ Hedge Fund Activity: Q1 2023 in Review

3,729 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q1 2023, worth a combined $280B — down 14% from $326B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new JNJ positions and 146 closed out — a net gain of 19 holders — while 1,676 added to existing stakes and 1,560 trimmed.

The largest buyer was BlackRock, adding an estimated $434M. The largest seller was Bank of New York Mellon, cutting an estimated $998M.

  • 3,729 institutional investors held Johnson & Johnson (JNJ) as of Q1 2023, down from 3,789 in Q4 2022.
  • Funds reported $280B of Johnson & Johnson stock for Q1 2023, down 14% quarter-over-quarter.
  • 165 funds opened new Johnson & Johnson positions in Q1 2023 and 146 closed out, a net change of +19 holders.
  • The largest Johnson & Johnson buyer in Q1 2023 was BlackRock, an estimated $434M added.
  • The largest Johnson & Johnson seller in Q1 2023 was Bank of New York Mellon, an estimated $998M sold.

Based on aggregated 13F filings for Q1 2023.