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Johnson & Johnson

2,193 hedge funds and large institutions have $188B invested in Johnson & Johnson in 2015 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 886 increasing their positions, 900 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 52

10% more funds holding in top 10

Funds holding in top 10: 646710 (+64)

9% more capital invested

Capital invested by funds: $172B → $188B (+$16B)

5% more funds holding

Funds holding: 2,0942,193 (+99)

0.18% less ownership

Funds ownership: 66.51%66.33% (-0.18%)

1% less call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.86B

2% less repeat investments, than reductions

Existing positions increased: 886 | Existing positions reduced: 900

Holders
2,193
Holders Change
+99
Holders Change %
+4.73%
% of All Funds
57.51%
Holding in Top 10
710
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+9.91%
% of All Funds
18.62%
New
180
Increased
886
Reduced
900
Closed
52
Calls
$1.84B
Puts
$1.86B
Net Calls
-$18.4M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
2126
Group One Trading
Illinois
$183K +$179K +1,780 New
DSN
2127
D. Scott Neal
Kentucky
$180K -$247K -2,452 -58%
CFS
2128
Commonwealth Financial Services
West Virginia
$167K +$12.4K +123 +8%
KKAMG
2129
Kernodle & Katon Asset Management Group
Arkansas
$166K +$163K +1,617 New
SFG
2130
Sage Financial Group
Pennsylvania
$164K
RWG
2131
Regal Wealth Group
California
$160K +$156K +1,553 New
CAL
2132
Capital Advisors Ltd
Ohio
$151K
SC
2133
SRB Corp
Massachusetts
$145K -$19.3K -192 -12%
JSAM
2134
J. Safra Asset Management
New York
$144K +$141K +1,400 New
NC
2135
NewSquare Capital
Pennsylvania
$143K +$5.03K +50 +4%
SAM
2136
Solaris Asset Management
New York
$135K
NCM
2137
Nelson Capital Management
California
$123K
OAM
2138
Orinda Asset Management
California
$122K
AWMS
2139
Advocacy Wealth Management Services
Georgia
$121K +$119K +1,180 New
AA
2140
Apriem Advisors
California
$117K +$11.8K +117 +11%
LWA
2141
Lenox Wealth Advisors
New York
$109K +$5.93K +59 +6%
TCM
2142
Tanaka Capital Management
New York
$108K +$101K +1,000 +2,000%
Cohen & Steers
2143
Cohen & Steers
New York
$103K
UFA
2144
US Financial Advisors
Massachusetts
$99K +$67.2K +668 +225%
JIR
2145
James Investment Research
Ohio
$89K -$226K -2,250 -72%
N
2146
Nuveen
North Carolina
$82.3K -$1.87M -18,585 -2%
HL
2147
Harding Loevner
New Jersey
$82K
TWMP
2148
Taylor Wealth Management Partners
Massachusetts
$81K
RBC
2149
Roble Belko & Company
Pennsylvania
$81K +$7.54K +75 +11%
LWM
2150
Lenox Wealth Management
Ohio
$80K

JNJ Hedge Fund Activity: Q4 2015 in Review

2,193 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q4 2015, worth a combined $188B — up 9.3% from $172B a quarter earlier.

Buyers outnumbered sellers: 180 funds opened new JNJ positions and 52 closed out — a net gain of 128 holders — while 886 added to existing stakes and 900 trimmed.

The largest buyer was Vanguard Group, adding an estimated $370M. The largest seller was Franklin Resources, cutting an estimated $490M.

  • 2,193 institutional investors held Johnson & Johnson (JNJ) as of Q4 2015, up from 2,094 in Q3 2015.
  • Funds reported $188B of Johnson & Johnson stock for Q4 2015, up 9.3% quarter-over-quarter.
  • 180 funds opened new Johnson & Johnson positions in Q4 2015 and 52 closed out, a net change of +128 holders.
  • The largest Johnson & Johnson buyer in Q4 2015 was Vanguard Group, an estimated $370M added.
  • The largest Johnson & Johnson seller in Q4 2015 was Franklin Resources, an estimated $490M sold.

Based on aggregated 13F filings for Q4 2015.