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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
OSAM
1926
O'Shaughnessy Asset Management
Connecticut
$753K -$5.3M -45,914 -88%
AAP
1927
Arax Advisory Partners
Colorado
$752K +$753K +6,523 New
LWM
1928
Lyell Wealth Management
California
$751K +$753K +6,519 New
PCC
1929
Park Circle Company
Maryland
$749K
VHAM
1930
Van Hulzen Asset Management
California
$747K +$254K +2,200 +51%
MCMT
1931
Moon Capital Management (Tennessee)
Tennessee
$746K
IAS
1932
IMA Advisory Services
Colorado
$744K -$71.4K -618 -9%
FHB
1933
First Hawaiian Bank
Hawaii
$743K +$5.89K +51 +0.8%
AWM
1934
AllSquare Wealth Management
New York
$742K +$2.43K +21 +0.3%
SA
1935
SL Advisors
New Jersey
$736K +$5.08K +44 +0.7%
KP
1936
Keel Point
Alabama
$735K -$49.7K -430 -6%
TAM
1937
Todd Asset Management
Kentucky
$729K +$27.5K +238 +4%
TW
1938
Transform Wealth
Colorado
$728K -$2.89K -25 -0.4%
FAG
1939
Financial Advisory Group
Texas
$727K -$11.7K -101 -2%
BA
1940
BKS Advisors
Michigan
$724K +$104K +904 +17%
TFO
1941
Tarbox Family Office
California
$720K -$1.04K -9 -0.1%
IA
1942
Independence Advisors
Pennsylvania
$709K -$10.9K -94 -2%
WA
1943
Waverly Advisors
Alabama
$709K +$77.2K +668 +12%
SA
1944
Sicart Associates
New York
$697K +$698K +6,046 New
NQWM
1945
Northwest Quadrant Wealth Management
Oregon
$697K +$710K +6,149 New
GWM
1946
GSB Wealth Management
Connecticut
$694K +$696K +6,025 New
GS
1947
Girard Securities
California
$693K -$68.3K -591 -9%
AWMG
1948
Alliance Wealth Management Group
New Jersey
$692K -$48.2K -417 -6%
PAWC
1949
P.A.W. Capital
Connecticut
$691K
GCMG
1950
Gyroscope Capital Management Group
Florida
$691K +$693K +6,001 New

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.