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Johnson & Johnson

2,349 hedge funds and large institutions have $224B invested in Johnson & Johnson in 2017 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 905 increasing their positions, 1,108 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 63

8% more capital invested

Capital invested by funds: $208B → $224B (+$16.6B)

5% more funds holding in top 10

Funds holding in top 10: 722759 (+37)

1% more funds holding

Funds holding: 2,3202,349 (+29)

0.15% more ownership

Funds ownership: 66.32%66.46% (+0.15%)

18% less repeat investments, than reductions

Existing positions increased: 905 | Existing positions reduced: 1,108

20% less call options, than puts

Call options by funds: $1.76B | Put options by funds: $2.2B

Holders
2,349
Holders Change
+29
Holders Change %
+1.25%
% of All Funds
58.48%
Holding in Top 10
759
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+5.12%
% of All Funds
18.89%
New
112
Increased
905
Reduced
1,108
Closed
63
Calls
$1.76B
Puts
$2.2B
Net Calls
-$444M
Net Calls Change
+$360M
Name Holding Trade Value Shares
Change
Change in
Stake
UAS
1976
United Asset Strategies
New York
$657K -$266K -2,226 -30%
MCM
1977
MV Capital Management
Maryland
$655K -$34.9K -292 -5%
AA
1978
AlphaMark Advisors
Kentucky
$653K
WP
1979
Wedgewood Partners
Missouri
$653K
CWM
1980
Circle Wealth Management
New Jersey
$648K +$2.39K +20 +0.4%
ST
1981
Sageworth Trust
Pennsylvania
$648K +$23.9K +200 +4%
FRM
1982
Fox Run Management
Connecticut
$648K +$621K +5,200 New
CWM
1983
Confluence Wealth Management
Oregon
$638K -$77.4K -648 -11%
PTC
1984
Provident Trust Company
Wisconsin
$634K
VWA
1985
V Wealth Advisors
Kansas
$633K +$60.9K +510 +11%
IFS
1986
Ifrah Financial Services
Arkansas
$632K -$16.5K -138 -3%
JWM
1987
Jacobus Wealth Management
Wisconsin
$631K +$15.5K +130 +3%
SFG
1988
Sather Financial Group
Texas
$630K
IIM
1989
Ironwood Investment Management
Massachusetts
$629K +$3.94K +33 +0.7%
ACP
1990
Aveo Capital Partners
Colorado
$627K -$539K -4,516 -47%
NEPWA
1991
New England Private Wealth Advisors
Massachusetts
$626K -$284K -2,375 -32%
GI
1992
Glovista Investments
New Jersey
$624K -$113K -950 -16%
SIA
1993
Starfire Investment Advisers
Michigan
$624K
MFP
1994
Michael F. Price
$623K -$1.79M -15,000 -75%
HCM
1995
Harvey Capital Management
Florida
$622K
OSAM
1996
O'Shaughnessy Asset Management
Connecticut
$621K -$185K -1,550 -24%
PCM
1997
Perritt Capital Management
Illinois
$605K -$597 -5 -0.1%
WMC
1998
Westwood Management Corporation
Illinois
$604K
EWM
1999
Empirical Wealth Management
Washington
$603K +$84.9K +711 +17%
AWA
2000
Arete Wealth Advisors
Illinois
$602K +$82.4K +690 +17%

JNJ Hedge Fund Activity: Q1 2017 in Review

2,349 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q1 2017, worth a combined $224B — up 8% from $208B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new JNJ positions and 63 closed out — a net gain of 49 holders — while 905 added to existing stakes and 1,108 trimmed.

The largest buyer was BlackRock, adding an estimated $19.5B. The largest seller was Fidelity Investments, cutting an estimated $850M.

  • 2,349 institutional investors held Johnson & Johnson (JNJ) as of Q1 2017, up from 2,320 in Q4 2016.
  • Funds reported $224B of Johnson & Johnson stock for Q1 2017, up 8% quarter-over-quarter.
  • 112 funds opened new Johnson & Johnson positions in Q1 2017 and 63 closed out, a net change of +49 holders.
  • The largest Johnson & Johnson buyer in Q1 2017 was BlackRock, an estimated $19.5B added.
  • The largest Johnson & Johnson seller in Q1 2017 was Fidelity Investments, an estimated $850M sold.

Based on aggregated 13F filings for Q1 2017.