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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
AFIA
2026
America First Investment Advisors
Nebraska
$508K
PHAM
2027
Palisades Hudson Asset Management
Florida
$505K +$77.6K +672 +18%
CCA
2028
Conestoga Capital Advisors
Pennsylvania
$501K
CHA
2029
Cedar Hill Associates
Illinois
$501K +$7.39K +64 +1%
BWP
2030
BSW Wealth Partners
Colorado
$501K +$445K +3,856 +781%
TNAM
2031
Terra Nova Asset Management
New York
$497K +$202K +1,745 +68%
WAS
2032
Winch Advisory Services
Wisconsin
$495K -$233K -2,020 -32%
TCM
2033
Tran Capital Management
California
$495K
RW
2034
REDW Wealth
New Mexico
$494K +$495K +4,285 New
WIS
2035
Wright Investors Service
Connecticut
$493K +$167K +1,445 +51%
PIM
2036
Provident Investment Management
Michigan
$492K
SEIA
2037
Signature Estate & Investment Advisors
California
$491K +$4.62K +40 +0.9%
NOCM
2038
Night Owl Capital Management
Connecticut
$489K +$57.2K +495 +13%
AI
2039
Accredited Investors
Minnesota
$488K -$693 -6 -0.1%
PCM
2040
Prelude Capital Management
New York
$484K -$183K -1,588 -27%
SCM
2041
Shapiro Capital Management
Georgia
$484K +$69.3K +600 +17%
VFP
2042
Verus Financial Partners
Virginia
$483K +$462 +4 +0.1%
CA
2043
Cortland Associates
Missouri
$480K -$8.09K -70 -2%
GRP
2044
Global Retirement Partners
California
$480K +$482K +4,169 New
AWA
2045
Arete Wealth Advisors
Illinois
$478K +$266K +2,299 +124%
GA
2046
Gateway Advisory
New Jersey
$477K -$4.04K -35 -0.8%
EWM
2047
Empirical Wealth Management
Washington
$476K +$109K +944 +30%
IWC
2048
Integrated Wealth Counsel
California
$474K +$34.7K +300 +8%
SFG
2049
StrategIQ Financial Group
Indiana
$470K +$143K +1,240 +44%
MWM
2050
Meridian Wealth Management
Kentucky
$470K +$478K +4,139 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.