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Johnson & Johnson

2,725 hedge funds and large institutions have $233B invested in Johnson & Johnson in 2019 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 1,041 increasing their positions, 1,352 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 2,7562,725 (-31)

4.6% less ownership

Funds ownership: 72.98%68.38% (-4.6%)

7% less capital invested

Capital invested by funds: $252B → $233B (-$18.5B)

11% less call options, than puts

Call options by funds: $1.71B | Put options by funds: $1.91B

11% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 102

23% less repeat investments, than reductions

Existing positions increased: 1,041 | Existing positions reduced: 1,352

24% less funds holding in top 10

Funds holding in top 10: 639485 (-154)

Holders
2,725
Holders Change
-31
Holders Change %
-1.12%
% of All Funds
59.75%
Holding in Top 10
485
Holding in Top 10 Change
-154
Holding in Top 10 Change %
-24.1%
% of All Funds
10.63%
New
91
Increased
1,041
Reduced
1,352
Closed
102
Calls
$1.71B
Puts
$1.91B
Net Calls
-$203M
Net Calls Change
+$4.99M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
2001
Ellis Investment Partners
Pennsylvania
$1.06M +$9.88K +75 +0.9%
NO
2002
Ninety One
South Africa
$1.06M
TC
2003
TAP Consulting
Missouri
$1.06M +$1.08M +8,196 New
CWAG
2004
Compton Wealth Advisory Group
Virginia
$1.06M +$148K +1,126 +16%
ICOM
2005
Investment Counselors of Maryland
Maryland
$1.05M -$310K -2,350 -22%
PCM
2006
Poehling Capital Management
Wisconsin
$1.05M -$88.3K -670 -8%
DDPIC
2007
Deroy & Devereaux Private Investment Counsel
Michigan
$1.05M -$9.88K -75 -0.9%
IWS
2008
Insight Wealth Strategies
California
$1.05M +$86K +653 +9%
CBOR
2009
Community Bank of Raymore
Missouri
$1.05M
AFM
2010
Andesa Financial Management
Pennsylvania
$1.05M -$270K -2,046 -20%
PWPS
2011
Pinnacle Wealth Planning Services
Ohio
$1.05M +$95K +721 +10%
SFFS
2012
Stonehage Fleming Financial Services
Jersey
$1.05M +$516K +3,915 +93%
I2I
2013
Insight 2811 Inc
Illinois
$1.05M -$102K -773 -9%
PVWM
2014
Point View Wealth Management
New Jersey
$1.04M -$188K -1,430 -15%
CWM
2015
Centric Wealth Management
Illinois
$1.04M +$79.4K +603 +8%
GIA
2016
Gladstone Institutional Advisory
Florida
$1.04M +$225K +1,707 +27%
FA
2017
FMA Advisory
Pennsylvania
$1.04M -$1.15M -8,756 -52%
CFS
2018
CRA Financial Services
New Jersey
$1.04M -$131K -996 -11%
MYIA
2019
Mount Yale Investment Advisors
Colorado
$1.04M +$31K +235 +3%
KA
2020
Klingman & Associates
New York
$1.04M -$4.48K -34 -0.4%
TL
2021
TrueWealth LLC
Georgia
$1.04M -$13.7K -104 -1%
NJBEST
2022
New Jersey Better Educational Savings Trust
New Jersey
$1.03M
BMCM
2023
Bryn Mawr Capital Management
Pennsylvania
$1.03M -$132K -1,000 -11%
IP
2024
Investment Partners
Ohio
$1.03M -$4.88K -37 -0.5%
LF
2025
Lantz Financial
Illinois
$1.03M -$30.3K -230 -3%

JNJ Hedge Fund Activity: Q3 2019 in Review

2,725 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q3 2019, worth a combined $233B — down 7.4% from $252B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of JNJ and 91 opened new positions — a net loss of 11 holders — while 1,352 trimmed existing stakes and 1,041 added.

The largest buyer was Wellington Management Group, adding an estimated $304M. The largest seller was Phocas Financial Corp, cutting an estimated $16.5B.

  • 2,725 institutional investors held Johnson & Johnson (JNJ) as of Q3 2019, down from 2,756 in Q2 2019.
  • Funds reported $233B of Johnson & Johnson stock for Q3 2019, down 7.4% quarter-over-quarter.
  • 91 funds opened new Johnson & Johnson positions in Q3 2019 and 102 closed out, a net change of -11 holders.
  • The largest Johnson & Johnson buyer in Q3 2019 was Wellington Management Group, an estimated $304M added.
  • The largest Johnson & Johnson seller in Q3 2019 was Phocas Financial Corp, an estimated $16.5B sold.

Based on aggregated 13F filings for Q3 2019.