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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
LWA
2276
Lenox Wealth Advisors
New York
$100K +$693 +6 +0.7%
CPP
2277
Crow Point Partners
Massachusetts
$99K -$226K -1,953 -69%
RFWA
2278
RPg Family Wealth Advisory
Massachusetts
$97.5K +$12K +104 +14%
JIR
2279
James Investment Research
Ohio
$84K
FMP
2280
Financial Management Professionals
Texas
$83K
CFG
2281
CKW Financial Group
Hawaii
$75K +$578 +5 +0.8%
IUHSA
2282
Itau Unibanco Holding S.A.
Brazil
$74K -$27.7K -240 -27%
LF
2283
Lee Financial
Texas
$63K +$63.2K +547 New
MIP
2284
Mondrian Investment Partners
United Kingdom
$58K -$46.7M -404,485 -100%
HCC
2285
Hirtle Callaghan & Co
Pennsylvania
$58K -$1.72M -14,895 -97%
KAS
2286
Kemnay Advisory Services
New York
$58K
AWMS
2287
Advocacy Wealth Management Services
Georgia
$57K -$61.2K -530 -52%
HCM
2288
Horrell Capital Management
Arkansas
$56K
FAN
2289
Financial Advisors Network
California
$55.9K +$57.1K +494 New
FFW
2290
Fusion Family Wealth
New York
$48K +$48.3K +418 New
LWA
2291
Lowe Wealth Advisors
Maryland
$47K -$46.2K -400 -50%
WCM
2292
Wealthcare Capital Management
Virginia
$44K +$116 +1 +0.3%
MAM
2293
Magellan Asset Management
Australia
$41K +$40.7K +352 New
IR
2294
Invictus RG
Bermuda
$40K -$2.43K -21 -6%
HIIFS
2295
Harel Insurance Investments & Financial Services
Israel
$40K +$17K +147 +73%
HFM
2296
Harvest Fund Management
China
$40K +$40.1K +347 New
SCA
2297
Stuart Chaussee & Associates
California
$34K
LS
2298
Livforsakringsbolaget Skandia
Sweden
$32.9K +$28M +242,358 +559%
IF
2299
Ironwood Financial
Arizona
$30K
OCM
2300
Oakview Capital Management
Texas
$29K +$28.9K +250 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.