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Johnson & Johnson

2,228 hedge funds and large institutions have $211B invested in Johnson & Johnson in 2016 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 820 increasing their positions, 1,094 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 57

0% less funds holding

Funds holding: 2,2332,228 (-5)

0.47% less ownership

Funds ownership: 66.35%65.89% (-0.47%)

5% less capital invested

Capital invested by funds: $221B → $211B (-$10.3B)

10% less funds holding in top 10

Funds holding in top 10: 856771 (-85)

25% less repeat investments, than reductions

Existing positions increased: 820 | Existing positions reduced: 1,094

34% less call options, than puts

Call options by funds: $1.96B | Put options by funds: $2.95B

Holders
2,228
Holders Change
-5
Holders Change %
-0.22%
% of All Funds
59.43%
Holding in Top 10
771
Holding in Top 10 Change
-85
Holding in Top 10 Change %
-9.93%
% of All Funds
20.57%
New
75
Increased
820
Reduced
1,094
Closed
57
Calls
$1.96B
Puts
$2.95B
Net Calls
-$994M
Net Calls Change
-$834M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$22.3B +$503M +4,146,225 +2%
State Street
2
State Street
Massachusetts
$17.6B +$592M +4,882,833 +3%
BIT
3
BlackRock Institutional Trust
California
$8.84B +$112M +924,692 +1%
BFA
4
BlackRock Fund Advisors
California
$5.12B +$151M +1,248,515 +3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$4.78B -$134M -1,107,912 -3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.52B -$97M -799,832 -2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$4.48B -$664M -5,472,095 -13%
State Farm Mutual Automobile Insurance
8
State Farm Mutual Automobile Insurance
Illinois
$4.47B
Northern Trust
9
Northern Trust
Illinois
$4.12B -$8.03M -66,227 -0.2%
Bank of America
10
Bank of America
North Carolina
$3.68B +$6.69M +55,151 +0.2%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$3.28B -$66.2M -545,835 -2%
Norges Bank
12
Norges Bank
Norway
$3.05B +$19.5M +160,867 +0.6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.03B +$150M +1,240,545 +5%
BG
14
BlackRock Group
United Kingdom
$2.98B -$7.38M -60,803 -0.2%
JP Morgan Chase
15
JP Morgan Chase
New York
$2.79B -$91.3M -752,259 -3%
Capital World Investors
16
Capital World Investors
California
$2.77B +$174M +1,434,684 +7%
Wells Fargo
17
Wells Fargo
California
$2.35B +$23.7M +195,487 +1%
Morgan Stanley
18
Morgan Stanley
New York
$2.33B +$31.1M +256,409 +1%
Ameriprise
19
Ameriprise
Minnesota
$2.21B -$32.6M -268,902 -1%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$2.04B +$20.8M +171,695 +1%
Boston Partners
21
Boston Partners
Massachusetts
$1.63B -$65.4M -538,912 -4%
Legal & General Group
22
Legal & General Group
United Kingdom
$1.62B +$6.71M +55,306 +0.4%
RWJF
23
Robert Wood Johnson Foundation
New Jersey
$1.54B
Barrow, Hanley, Mewhinney & Strauss
24
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46B -$106M -876,175 -7%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$1.32B +$1.57M +12,976 +0.1%

JNJ Hedge Fund Activity: Q3 2016 in Review

2,228 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q3 2016, worth a combined $211B — down 4.6% from $221B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new JNJ positions and 57 closed out — a net gain of 18 holders — while 820 added to existing stakes and 1,094 trimmed.

The largest buyer was State Street, adding an estimated $592M. The largest seller was Macquarie Group, cutting an estimated $785M.

  • 2,228 institutional investors held Johnson & Johnson (JNJ) as of Q3 2016, down from 2,233 in Q2 2016.
  • Funds reported $211B of Johnson & Johnson stock for Q3 2016, down 4.6% quarter-over-quarter.
  • 75 funds opened new Johnson & Johnson positions in Q3 2016 and 57 closed out, a net change of +18 holders.
  • The largest Johnson & Johnson buyer in Q3 2016 was State Street, an estimated $592M added.
  • The largest Johnson & Johnson seller in Q3 2016 was Macquarie Group, an estimated $785M sold.

Based on aggregated 13F filings for Q3 2016.