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Johnson & Johnson

2,233 hedge funds and large institutions have $221B invested in Johnson & Johnson in 2016 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 868 increasing their positions, 1,042 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 50

14% more capital invested

Capital invested by funds: $194B → $221B (+$26.9B)

13% more funds holding in top 10

Funds holding in top 10: 756856 (+100)

1% more funds holding

Funds holding: 2,2042,233 (+29)

7% less call options, than puts

Call options by funds: $2.12B | Put options by funds: $2.28B

2.28% less ownership

Funds ownership: 68.63%66.35% (-2.3%)

17% less repeat investments, than reductions

Existing positions increased: 868 | Existing positions reduced: 1,042

Holders
2,233
Holders Change
+29
Holders Change %
+1.32%
% of All Funds
59.56%
Holding in Top 10
856
Holding in Top 10 Change
+100
Holding in Top 10 Change %
+13.23%
% of All Funds
22.83%
New
98
Increased
868
Reduced
1,042
Closed
50
Calls
$2.12B
Puts
$2.28B
Net Calls
-$160M
Net Calls Change
-$455M
Name Holding Trade Value Shares
Change
Change in
Stake
FWSM
1951
First Wilshire Securities Management
California
$552K
IAS
1952
IMA Advisory Services
Colorado
$548K +$513K +4,516 New
TA
1953
Tiedemann Advisors
New York
$546K
SHJ
1954
Sharkey, Howes & Javer
Colorado
$544K
IIM
1955
Ironwood Investment Management
Massachusetts
$544K +$2.16K +19 +0.4%
CWM
1956
Confluence Wealth Management
Oregon
$544K +$19.9K +175 +4%
FVCM
1957
F&V Capital Management
Florida
$541K +$19.9K +175 +4%
CHA
1958
Cedar Hill Associates
Illinois
$540K -$17K -150 -3%
TFF
1959
The Family Firm
Maryland
$540K +$2.27K +20 +0.5%
ACM
1960
Armbruster Capital Management
New York
$538K +$3.41K +30 +0.7%
PAS
1961
Park Avenue Securities
New York
$537K +$503K +4,425 New
AIM
1962
Assured Investment Management
New York
$536K +$29.3K +258 +6%
AI
1963
Accredited Investors
Minnesota
$535K +$125K +1,099 +28%
AFIA
1964
America First Investment Advisors
Nebraska
$534K
CGL
1965
Clarius Group LLC
Washington
$534K +$536K +4,715 New
CCA
1966
Conestoga Capital Advisors
Pennsylvania
$528K -$14.5K -128 -3%
GA
1967
Gateway Advisory
New Jersey
$528K +$9.43K +83 +2%
TIM
1968
Tortoise Investment Management
New York
$526K +$2.73K +24 +0.6%
CCM
1969
Colorado Capital Management
Colorado
$525K -$37.4K -329 -7%
RTS
1970
Round Table Services
New Jersey
$525K -$4.89K -43 -1%
SEIA
1971
Signature Estate & Investment Advisors
California
$523K +$227K +2,000 +86%
TCM
1972
Tran Capital Management
California
$522K
SAM
1973
Shikiar Asset Management
New York
$519K -$11.2K -99 -2%
PIM
1974
Provident Investment Management
Michigan
$518K
HHGA
1975
Halbert Hargrove Global Advisors
California
$517K -$11.7K -103 -2%

JNJ Hedge Fund Activity: Q2 2016 in Review

2,233 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q2 2016, worth a combined $221B — up 14% from $194B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new JNJ positions and 50 closed out — a net gain of 48 holders — while 868 added to existing stakes and 1,042 trimmed.

The largest buyer was Macquarie Group, adding an estimated $723M. The largest seller was Royal London Asset Management, cutting an estimated $8.14B.

  • 2,233 institutional investors held Johnson & Johnson (JNJ) as of Q2 2016, up from 2,204 in Q1 2016.
  • Funds reported $221B of Johnson & Johnson stock for Q2 2016, up 14% quarter-over-quarter.
  • 98 funds opened new Johnson & Johnson positions in Q2 2016 and 50 closed out, a net change of +48 holders.
  • The largest Johnson & Johnson buyer in Q2 2016 was Macquarie Group, an estimated $723M added.
  • The largest Johnson & Johnson seller in Q2 2016 was Royal London Asset Management, an estimated $8.14B sold.

Based on aggregated 13F filings for Q2 2016.