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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
NC
2251
NewSquare Capital
Pennsylvania
$197K -$18.5K -160 -9%
SAM
2252
Solaris Asset Management
New York
$185K -$239K -2,067 -56%
SFG
2253
Sage Financial Group
Pennsylvania
$184K
LA
2254
Legacy Advisors
Pennsylvania
$183K +$184K +1,589 New
RWG
2255
Regal Wealth Group
California
$179K
SC
2256
SRB Corp
Massachusetts
$174K +$22.3K +193 +15%
CAL
2257
Capital Advisors Ltd
Ohio
$168K +$5.43K +47 +3%
DPI
2258
Diversified Portfolios Inc
Michigan
$162K +$162K +1,403 New
LIM
2259
Lagoda Investment Management
New York
$161K +$161K +1,395 New
RA
2260
Rational Advisors
New York
$158K -$149K -1,294 -49%
LWM
2261
Lenox Wealth Management
Ohio
$157K +$10.6K +92 +7%
CFS
2262
Commonwealth Financial Services
West Virginia
$151K -$16.4K -142 -10%
EARNEST Partners
2263
EARNEST Partners
Georgia
$150K +$150K +1,302 New
DSN
2264
D. Scott Neal
Kentucky
$147K
TWMP
2265
Taylor Wealth Management Partners
Massachusetts
$145K -$5.2K -45 -3%
EF
2266
Empirical Finance
Pennsylvania
$144K +$144K +1,246 New
CFD
2267
Creative Financial Designs
Indiana
$143K +$143K +1,240 New
JAM
2268
Jolley Asset Management
North Carolina
$142K
MUS
2269
Mitsubishi UFJ Securities
Japan
$139K +$82K +710 +142%
PIMJS
2270
PKO Investment Management Joint-Stock
Poland
$132K +$133K +1,149 New
TCCM
2271
Timber Creek Capital Management
Massachusetts
$120K
IAS
2272
INR Advisory Services
Pennsylvania
$119K -$24K -208 -17%
TJHA
2273
Thomas J. Herzfeld Advisors
Florida
$117K +$578 +5 +0.5%
RBC
2274
Roble Belko & Company
Pennsylvania
$116K -$99.2K -859 -46%
LYV
2275
Live Your Vision
Pennsylvania
$104K -$5.78K -50 -5%

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.