Johnson & Johnson
JNJ
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.
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: 722 → 759 (+37)
1% more funds holding
Funds holding: 2,320 → 2,349 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$19.5B |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$798M |
| 3 |
State Street
Boston,
Massachusetts
|
+$795M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$745M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$505M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$850M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$458M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
-$367M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$313M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$291M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
2401
American Capital Management
New York
| – | -$251K | -2,175 | Closed |
|
2402
GQG Partners
Ft. Lauderdale,
Florida
| – | -$250K | -2,168 | Closed |
|
|
LC
2403
Loews Corp
New York
| – | -$233K | -2,025 | Closed |
|
|
EA
2404
Efficient Advisors
Mason,
Ohio
| – | -$220K | -1,909 | Closed |
|
|
FSA
2405
Financial Sense Advisors
San Diego,
California
| – | -$219K | -1,899 | Closed |
|
|
LI
2406
LVZ Inc
Holland,
Michigan
| – | -$214K | -1,861 | Closed |
|
|
BF
2407
Blankinship & Foster
Solana Beach,
California
| – | -$206K | -1,791 | Closed |
|
|
NP
2408
NorthRock Partners
Minneapolis,
Minnesota
| – | -$203K | -1,766 | Closed |
|
2409
EARNEST Partners
Atlanta,
Georgia
| – | -$150K | -1,302 | Closed |
|
|
FAN
2410
Financial Advisors Network
Tustin,
California
| – | -$55.9K | -494 | Closed |
|
|
IR
2411
Invictus RG
Hamilton,
Bermuda
| – | -$40K | -348 | Closed |
|
|
PSW
2412
Portfolio Strategies (Washington)
Tacoma,
Washington
| – | -$6K | -50 | Closed |
|
|
BCMIO
2413
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| – | +$239 | +2 | 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.