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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
OCAM
2276
Onex Canada Asset Management
Ontario, Canada
$168K +$161K +1,345 New
CFS
2277
Commonwealth Financial Services
West Virginia
$159K -$6.33K -53 -4%
DSN
2278
D. Scott Neal
Kentucky
$159K
JAM
2279
Jolley Asset Management
North Carolina
$153K
HIIFS
2280
Harel Insurance Investments & Financial Services
Israel
$149K +$100K +841 +241%
CPP
2281
Crow Point Partners
Massachusetts
$147K +$37.9K +317 +37%
RFWA
2282
RPg Family Wealth Advisory
Massachusetts
$138K +$31.3K +262 +31%
CFD
2283
Creative Financial Designs
Indiana
$131K -$22.5K -188 -15%
TCCM
2284
Timber Creek Capital Management
Massachusetts
$127K -$2.63K -22 -2%
TJHA
2285
Thomas J. Herzfeld Advisors
Florida
$127K +$478 +4 +0.4%
SA
2286
SpiderRock Advisors
Delaware
$125K
ACM
2287
AUA Capital Management
Pennsylvania
$119K -$282K -2,363 -71%
MAS
2288
Madden Advisory Services
Florida
$118K +$113K +950 New
LYV
2289
Live Your Vision
Pennsylvania
$113K +$119 +1 +0.1%
LIM
2290
Lagoda Investment Management
New York
$112K -$59.1K -495 -35%
LWA
2291
Lenox Wealth Advisors
New York
$108K +$717 +6 +0.7%
NCM
2292
New Capital Management
Texas
$106K -$119K -1,000 -54%
SMFG
2293
Sumitomo Mitsui Financial Group
Japan
$102K +$97.4K +815 New
AWMS
2294
Advocacy Wealth Management Services
Georgia
$100K +$36.9K +309 +63%
IAS
2295
INR Advisory Services
Pennsylvania
$97K -$30.3K -254 -25%
IUHSA
2296
Itau Unibanco Holding S.A.
Brazil
$95K +$14.6K +122 +19%
FMP
2297
Financial Management Professionals
Texas
$90K
MUS
2298
Mitsubishi UFJ Securities
Japan
$83K -$64.5K -540 -45%
RBC
2299
Roble Belko & Company
Pennsylvania
$82K -$41.8K -350 -35%
CFG
2300
CKW Financial Group
Hawaii
$82K +$478 +4 +0.6%

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.