We are live on ! Find out more
JNJ icon

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
SG
2001
Swarthmore Group
Pennsylvania
$570K -$2.05M -17,775 -78%
SFWA
2002
Summit Financial Wealth Advisors
Louisiana
$569K +$5.43K +47 +1%
JWM
2003
Jacobus Wealth Management
Wisconsin
$568K -$301K -2,605 -35%
ELC
2004
Edgar Lomax Company
Virginia
$566K +$567K +4,910 New
TPW
2005
Tiller Private Wealth
Pennsylvania
$565K +$566K +4,901 New
CCM
2006
Colorado Capital Management
Colorado
$564K +$65.3K +565 +13%
SHJ
2007
Sharkey, Howes & Javer
Colorado
$563K +$46.2K +400 +9%
FI
2008
FormulaFolio Investments
Michigan
$562K +$178K +1,541 +46%
PCM
2009
Perritt Capital Management
Illinois
$560K -$24.3K -210 -4%
WMC
2010
Westwood Management Corporation
Illinois
$559K -$11.5M -99,500 -95%
DR
2011
Davis Rea
Ontario, Canada
$555K
MFT
2012
Moisand Fitzgerald Tamayo
Florida
$547K -$27.7K -240 -5%
EWM
2013
Evermay Wealth Management
Virginia
$542K
WA
2014
WealthTrust-Arizona
Arizona
$538K +$10.7K +93 +2%
TFF
2015
The Family Firm
Maryland
$537K +$693 +6 +0.1%
OFW
2016
Omnia Family Wealth
Florida
$536K +$537K +4,649 New
CW
2017
Cabot-Wellington
Massachusetts
$535K
VWA
2018
V Wealth Advisors
Kansas
$533K +$34.4K +298 +7%
WCM
2019
Weatherstone Capital Management
Colorado
$532K +$24.3K +210 +5%
CGL
2020
Clarius Group LLC
Washington
$526K -$26.7K -231 -5%
PIM
2021
Parasol Investment Management
Illinois
$524K +$7.74K +67 +1%
FVCM
2022
F&V Capital Management
Florida
$520K
SAM
2023
Shikiar Asset Management
New York
$516K +$23.1K +200 +5%
RTS
2024
Round Table Services
New Jersey
$514K +$1.85K +16 +0.4%
SFP
2025
Shepherd Financial Partners
Massachusetts
$512K +$510K +4,419 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.