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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
CIC
2076
Chase Investment Counsel
Virginia
$449K +$14.3K +120 +3%
RW
2077
REDW Wealth
New Mexico
$448K -$81.9K -686 -16%
PFGIA
2078
Patriot Financial Group Insurance Agency
Massachusetts
$448K +$100K +841 +31%
GKWIM
2079
Gerber Kawasaki Wealth & Investment Management
California
$446K +$28.6K +239 +7%
SCA
2080
Sippican Capital Advisors
Massachusetts
$445K -$30.8K -258 -7%
KFA
2081
Kays Financial Advisory
Georgia
$443K +$47.7K +399 +13%
AW
2082
Alpha Windward
Massachusetts
$442K -$19.1K -160 -4%
SS
2083
Sunbelt Securities
Texas
$442K +$15.2K +127 +4%
BIG
2084
Bellwether Investment Group
Tennessee
$440K -$603K -5,050 -59%
HIM
2085
Hillsdale Investment Management
Ontario, Canada
$440K -$2.39K -20 -0.6%
VIM
2086
Veritas Investment Management
United Kingdom
$440K
CW
2087
Cabot-Wellington
Massachusetts
$438K -$143K -1,200 -26%
HHGA
2088
Halbert Hargrove Global Advisors
California
$437K -$51.4K -430 -11%
DTL
2089
Dynamic Technology Lab
Singapore
$436K +$418K +3,500 New
BCA
2090
Benchmark Capital Advisors
New York
$429K
DAM
2091
Deltec Asset Management
New York
$427K
PHAM
2092
Palisades Hudson Asset Management
Florida
$423K -$117K -982 -22%
FSCM
2093
Front Street Capital Management
Montana
$423K -$9.44K -79 -2%
CG
2094
Corundum Group
Colorado
$423K
HA
2095
Harfst & Associates
Wyoming
$415K +$6.45K +54 +2%
SFWA
2096
Summit Financial Wealth Advisors
Louisiana
$412K -$195K -1,636 -33%
PFA
2097
Pure Financial Advisors
California
$412K +$24.3K +203 +7%
CWM
2098
Cedar Wealth Management
California
$410K +$19.9K +167 +5%
BA
2099
BKS Advisors
Michigan
$408K -$360K -3,012 -48%
RMSCM
2100
R.M. Sincerbeaux Capital Management
New York
$407K

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.