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Johnson & Johnson

2,765 hedge funds and large institutions have $232B invested in Johnson & Johnson in 2018 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 987 increasing their positions, 1,246 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 93

16% more funds holding in top 10

Funds holding in top 10: 651755 (+104)

7% more funds holding

Funds holding: 2,5842,765 (+181)

0.03% less ownership

Funds ownership: 67.66%67.64% (-0.03%)

7% less capital invested

Capital invested by funds: $251B → $232B (-$18.7B)

21% less repeat investments, than reductions

Existing positions increased: 987 | Existing positions reduced: 1,246

23% less call options, than puts

Call options by funds: $1.76B | Put options by funds: $2.28B

Holders
2,765
Holders Change
+181
Holders Change %
+7%
% of All Funds
61.6%
Holding in Top 10
755
Holding in Top 10 Change
+104
Holding in Top 10 Change %
+15.98%
% of All Funds
16.82%
New
301
Increased
987
Reduced
1,246
Closed
93
Calls
$1.76B
Puts
$2.28B
Net Calls
-$523M
Net Calls Change
+$2.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$28.6B +$1.1B +7,891,125 +4%
BlackRock
2
BlackRock
New York
$23.6B +$486M +3,486,924 +2%
State Street
3
State Street
Massachusetts
$19.6B -$107M -767,743 -0.5%
State Farm Mutual Automobile Insurance
4
State Farm Mutual Automobile Insurance
Illinois
$4.89B
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.69B +$382M +2,741,351 +8%
Northern Trust
6
Northern Trust
Illinois
$4.49B +$168M +1,202,514 +4%
Bank of America
7
Bank of America
North Carolina
$4.48B +$204M +1,464,886 +4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$4.15B -$242M -1,733,508 -5%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$3.72B -$129M -925,866 -3%
Norges Bank
10
Norges Bank
Norway
$3.49B +$148M +1,059,857 +4%
Capital International Investors
11
Capital International Investors
California
$3.23B +$5.52M +39,562 +0.2%
JP Morgan Chase
12
JP Morgan Chase
New York
$3.1B -$72.2M -517,327 -2%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$3.09B -$31.9M -228,855 -0.9%
Morgan Stanley
14
Morgan Stanley
New York
$2.88B -$84.2M -603,827 -3%
Wells Fargo
15
Wells Fargo
California
$2.72B +$23.7M +169,966 +0.8%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$2.63B -$75.5M -540,935 -3%
Ameriprise
17
Ameriprise
Minnesota
$2.38B +$42.5M +304,939 +2%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$2.17B -$134M -959,285 -5%
Goldman Sachs
19
Goldman Sachs
New York
$2.02B +$70.9M +508,179 +3%
Legal & General Group
20
Legal & General Group
United Kingdom
$1.75B +$99M +710,059 +6%
UBS Group
21
UBS Group
Switzerland
$1.74B -$82.7M -593,187 -4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.7B +$55.4M +397,489 +3%
RWJF
23
Robert Wood Johnson Foundation
New Jersey
$1.68B
UBS AM
24
UBS AM
Illinois
$1.62B +$153M +1,100,018 +10%
Boston Partners
25
Boston Partners
Massachusetts
$1.61B -$75.5M -541,478 -4%

JNJ Hedge Fund Activity: Q4 2018 in Review

2,765 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q4 2018, worth a combined $232B — down 7.5% from $251B a quarter earlier.

Buyers outnumbered sellers: 301 funds opened new JNJ positions and 93 closed out — a net gain of 208 holders — while 987 added to existing stakes and 1,246 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.1B. The largest seller was Deutsche Bank, cutting an estimated $762M.

  • 2,765 institutional investors held Johnson & Johnson (JNJ) as of Q4 2018, up from 2,584 in Q3 2018.
  • Funds reported $232B of Johnson & Johnson stock for Q4 2018, down 7.5% quarter-over-quarter.
  • 301 funds opened new Johnson & Johnson positions in Q4 2018 and 93 closed out, a net change of +208 holders.
  • The largest Johnson & Johnson buyer in Q4 2018 was Vanguard Group, an estimated $1.1B added.
  • The largest Johnson & Johnson seller in Q4 2018 was Deutsche Bank, an estimated $762M sold.

Based on aggregated 13F filings for Q4 2018.