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Johnson & Johnson

2,228 hedge funds and large institutions have $211B invested in Johnson & Johnson in 2016 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 820 increasing their positions, 1,094 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 57

0% less funds holding

Funds holding: 2,2332,228 (-5)

0.47% less ownership

Funds ownership: 66.35%65.89% (-0.47%)

5% less capital invested

Capital invested by funds: $221B → $211B (-$10.3B)

10% less funds holding in top 10

Funds holding in top 10: 856771 (-85)

25% less repeat investments, than reductions

Existing positions increased: 820 | Existing positions reduced: 1,094

34% less call options, than puts

Call options by funds: $1.96B | Put options by funds: $2.95B

Holders
2,228
Holders Change
-5
Holders Change %
-0.22%
% of All Funds
59.43%
Holding in Top 10
771
Holding in Top 10 Change
-85
Holding in Top 10 Change %
-9.93%
% of All Funds
20.57%
New
75
Increased
820
Reduced
1,094
Closed
57
Calls
$1.96B
Puts
$2.95B
Net Calls
-$994M
Net Calls Change
-$834M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2001
Solaris Asset Management
New York
$434K +$29.7K +245 +7%
HHGA
2002
Halbert Hargrove Global Advisors
California
$433K -$72.3K -596 -14%
AW
2003
Alpha Windward
Massachusetts
$430K -$40.2K -331 -8%
CFP
2004
Cornerstone Financial Partners
North Carolina
$427K -$5.58K -46 -1%
MGAM
2005
McGowan Group Asset Management
Texas
$427K
SCM
2006
Shapiro Capital Management
Georgia
$425K
HS
2007
Huntington Steele
Pennsylvania
$423K
WMSA
2008
Weiss Multi-Strategy Advisers
New York
$422K -$21.4K -176 -5%
HIM
2009
Hillsdale Investment Management
Ontario, Canada
$419K -$22.4K -185 -5%
CWM
2010
Connecticut Wealth Management
Connecticut
$419K +$428K +3,527 New
RT
2011
Reliance Trust
Georgia
$419K +$430K +3,548 New
HIS
2012
Horizon Investment Services
Indiana
$418K
VIM
2013
Veritas Investment Management
United Kingdom
$417K
WCM
2014
Westend Capital Management
California
$412K
FSCM
2015
Front Street Capital Management
Montana
$411K -$6.07K -50 -1%
CCM
2016
Copeland Capital Management
Pennsylvania
$407K -$27.3K -225 -6%
MCP
2017
Mirador Capital Partners
California
$407K -$23.5K -194 -5%
BCA
2018
Benchmark Capital Advisors
New York
$407K +$48.5K +400 +13%
DAM
2019
Deltec Asset Management
New York
$405K
SFI
2020
SPC Financial Inc
Maryland
$405K +$1.33K +11 +0.3%
CG
2021
Corundum Group
Colorado
$401K +$20.5K +169 +5%
PFA
2022
Pure Financial Advisors
California
$401K +$57.3K +472 +16%
RAM
2023
Riggs Asset Management
Pennsylvania
$398K -$31.1K -256 -7%
FI
2024
FormulaFolio Investments
Michigan
$394K +$74.2K +612 +22%
LD
2025
Lipe & Dalton
New York
$393K

JNJ Hedge Fund Activity: Q3 2016 in Review

2,228 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q3 2016, worth a combined $211B — down 4.6% from $221B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new JNJ positions and 57 closed out — a net gain of 18 holders — while 820 added to existing stakes and 1,094 trimmed.

The largest buyer was State Street, adding an estimated $592M. The largest seller was Macquarie Group, cutting an estimated $785M.

  • 2,228 institutional investors held Johnson & Johnson (JNJ) as of Q3 2016, down from 2,233 in Q2 2016.
  • Funds reported $211B of Johnson & Johnson stock for Q3 2016, down 4.6% quarter-over-quarter.
  • 75 funds opened new Johnson & Johnson positions in Q3 2016 and 57 closed out, a net change of +18 holders.
  • The largest Johnson & Johnson buyer in Q3 2016 was State Street, an estimated $592M added.
  • The largest Johnson & Johnson seller in Q3 2016 was Macquarie Group, an estimated $785M sold.

Based on aggregated 13F filings for Q3 2016.