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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
BCWM
2101
Blue Chip Wealth Management
Florida
$887K +$53.6K +407 +6%
TIA
2102
Tandem Investment Advisors
South Carolina
$886K +$106K +803 +13%
CFG
2103
Cooper Financial Group
California
$885K -$13.7K -104 -1%
SP
2104
Successful Portfolios
Florida
$885K +$52.3K +397 +6%
AWM
2105
Affinity Wealth Management
Delaware
$881K -$14K -106 -2%
PCA
2106
Peddock Capital Advisors
Massachusetts
$879K -$25.8K -196 -3%
DOA
2107
D'Orazio & Associates
Virginia
$878K +$132 +1 +0%
FPFS
2108
First Personal Financial Services
North Carolina
$877K -$328K -2,491 -27%
CIP
2109
Convergence Investment Partners
Florida
$877K -$6.19K -47 -0.7%
SIM
2110
Sadoff Investment Management
Wisconsin
$874K -$59.3K -450 -6%
JA
2111
JOYN Advisors
Georgia
$870K -$588K -4,462 -40%
GHAM
2112
Gilman Hill Asset Management
Connecticut
$869K -$187K -1,420 -17%
PCA
2113
Private Capital Advisors
Connecticut
$865K
MWPCG
2114
Measured Wealth Private Client Group
New Hampshire
$863K -$309K -2,342 -26%
PIM
2115
Progressive Investment Management
Oregon
$861K -$126K -954 -13%
Verition Fund Management
2116
Verition Fund Management
Connecticut
$857K -$2.24M -16,965 -72%
GC
2117
Grace Capital
Massachusetts
$856K -$1.85M -14,075 -68%
NQWM
2118
Northwest Quadrant Wealth Management
Oregon
$856K +$89.2K +677 +11%
RCA
2119
Ranch Capital Advisors
Florida
$849K +$865K +6,562 New
QCM
2120
Quest Capital Management
Texas
$848K -$197K -1,498 -19%
ACM
2121
Ativo Capital Management
Illinois
$846K
KFA
2122
Kelleher Financial Advisors
New York
$846K +$263 +2 +0%
AIP
2123
Ahrens Investment Partners
Louisiana
$846K +$115K +874 +15%
IDBONY
2124
Israel Discount Bank of New York
New York
$838K +$72.7K +552 +9%
IIM
2125
Ironwood Investment Management
Massachusetts
$835K +$8.04K +61 +1%

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.