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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
APSP
2301
Asset Planning Services (Pennsylvania)
Pennsylvania
$82K +$69.5K +582 +728%
JIR
2302
James Investment Research
Ohio
$81K -$9.68K -81 -11%
IPC
2303
Independent Portfolio Consultants
Florida
$77K -$143K -1,195 -66%
MIHAS
2304
Maj Invest Holding A/S
Denmark
$71K +$68.3K +572 New
LF
2305
Lee Financial
Texas
$68K
ABA
2306
American Beacon Advisors
Texas
$66.9K +$64.2K +537 New
GWA
2307
Guidant Wealth Advisors
Illinois
$64K +$37.6K +315 +158%
HCC
2308
Hirtle Callaghan & Co
Pennsylvania
$62K
KAS
2309
Kemnay Advisory Services
New York
$62K
MIP
2310
Mondrian Investment Partners
United Kingdom
$62K
HCM
2311
Horrell Capital Management
Arkansas
$61K
LWA
2312
Lowe Wealth Advisors
Maryland
$51K
SCA
2313
Stuart Chaussee & Associates
California
$48K +$10.9K +91 +31%
WCM
2314
Wealthcare Capital Management
Virginia
$47K
AAF
2315
Andra AP-fonden
Sweden
$44.8K -$1.37M -11,495 -3%
HFM
2316
Harvest Fund Management
China
$43K
NYLT
2317
New York Life Trust
New York
$35K -$413K -3,454 -92%
IF
2318
Ironwood Financial
Arizona
$33K
HMS
2319
Hanseatic Management Services
New Mexico
$31K
OCM
2320
Oakview Capital Management
Texas
$31K
FPF
2321
FNY Partners Fund
New York
$31K +$29.9K +250 New
HS
2322
Horan Securities
United States
$27K +$25.7K +215 New
BC
2323
Barnett & Company
Tennessee
$25K
CMBA
2324
C.M. Bidwell & Associates
Hawaii
$25K
AIM
2325
Acrospire Investment Management
Illinois
$25K +$23.9K +200 New

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.