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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
RTS
2001
Round Table Services
New Jersey
$596K +$38.7K +324 +7%
WIS
2002
Wright Investors Service
Connecticut
$592K +$56.7K +475 +11%
WA
2003
WESPAC Advisors
California
$592K +$274K +2,294 +93%
DR
2004
Davis Rea
Ontario, Canada
$590K -$8.96K -75 -2%
SKK
2005
Shepherd Kaplan Krochuk
Massachusetts
$586K -$108K -900 -16%
GJCM
2006
Grand Jean Capital Management
California
$584K -$138K -1,156 -20%
SHJ
2007
Sharkey, Howes & Javer
Colorado
$584K -$23.9K -200 -4%
TFF
2008
The Family Firm
Maryland
$584K +$3.58K +30 +0.6%
OFW
2009
Omnia Family Wealth
Florida
$582K +$2.87K +24 +0.5%
BFM
2010
Boothbay Fund Management
New York
$582K +$193K +1,614 +53%
MFT
2011
Moisand Fitzgerald Tamayo
Florida
$579K -$11.9K -100 -2%
SEIA
2012
Signature Estate & Investment Advisors
California
$575K +$42.9K +359 +8%
MIFH
2013
Migdal Insurance & Financial Holdings
Israel
$569K -$84.7K -709 -13%
RGIA
2014
Rainier Group Investment Advisory
Washington
$565K -$117K -976 -18%
CGL
2015
Clarius Group LLC
Washington
$564K -$2.63K -22 -0.5%
FVCM
2016
F&V Capital Management
Florida
$562K
CWM
2017
Connecticut Wealth Management
Connecticut
$560K +$114K +957 +27%
EMG
2018
Ellington Management Group
Connecticut
$560K +$538K +4,500 New
QAM
2019
Quantres Asset Management
Cayman Islands
$560K +$538K +4,500 New
SAM
2020
Shikiar Asset Management
New York
$557K
SFP
2021
Shepherd Financial Partners
Massachusetts
$555K +$4.18K +35 +0.8%
NVIM
2022
New Vernon Investment Management
Illinois
$553K -$120K -1,001 -18%
SFG
2023
StrategIQ Financial Group
Indiana
$551K +$41.1K +344 +8%
PI
2024
Pachira Investments
California
$551K +$57.3K +480 +12%
AFIA
2025
America First Investment Advisors
Nebraska
$549K

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.