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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
SFPIA
2326
Stevens First Principles Investment Advisors
California
$24K
WAP
2327
Wealthcare Advisory Partners
Pennsylvania
$24K
RCG
2328
Ruggie Capital Group
Florida
$23K +$12.5K +105 +131%
LGWM
2329
Litman Gregory Wealth Management
California
$23K +$21.9K +183 New
AWA
2330
Artemis Wealth Advisors
New York
$22.5K
FFW
2331
Fusion Family Wealth
New York
$20K -$30.3K -254 -61%
AI
2332
ArchPoint Investors
Florida
$20K +$19.7K +165 New
PS
2333
Portfolio Solutions
Michigan
$19K +$17.9K +150 New
CJA
2334
C-J Advisory
California
$17K
SIA
2335
SeaBridge Investment Advisors
New Jersey
$16K
FMA
2336
FNY Managed Accounts
New York
$16K +$16.2K +136 New
RI
2337
Redwood Investments
Massachusetts
$15K
AUB
2338
Atlantic Union Bankshares
Virginia
$6.82K +$89.4K +748 +1%
TCM
2339
Tanaka Capital Management
New York
$6K
PO
2340
Private Ocean
California
$5K
NDSI
2341
Newman Dignan & Sheerar Inc
Rhode Island
$4.52K -$104K -869 -2%
PCFFS
2342
Pacific Center for Financial Services
California
$4K
MBA
2343
McQueen Ball & Associates
Pennsylvania
$3.37K +$8.84K +74 +0.3%
SGAM
2344
Smith Group Asset Management
Texas
$3K -$73.4M -614,460 -100%
CT
2345
Chicago Trust
Illinois
$2.82K -$175K -1,461 -6%
GVT
2346
Genesee Valley Trust
New York
$2.54K -$44.2K -370 -2%
SLF
2347
Sun Life Financial
Ontario, Canada
$1.47K +$1.79K +15 +9%
Walleye Trading
2348
Walleye Trading
New York
$1.35K -$1.2M -10,075 -48%
SSA
2349
South Street Advisors
New York
$1.15K
VCM
2350
Vivaldi Capital Management
Illinois
$350 +$335K +2,807 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.