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963 hedge funds and large institutions have $40.3B invested in Kenvue in 2024 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 405 increasing their positions, 333 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $419M | Put options by funds: $150M

22% more repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 333

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

2% less capital invested

Capital invested by funds: $41B → $40.3B (-$761M)

4% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 136

1.45% less ownership

Funds ownership: 99.54%98.08% (-1.5%)

2% less funds holding

Funds holding: 983963 (-20)

Holders
963
Holders Change
-20
Holders Change %
-2.03%
% of All Funds
13.87%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
130
Increased
405
Reduced
333
Closed
136
Calls
$419M
Puts
$150M
Net Calls
+$269M
Net Calls Change
-$490M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
26
Capital World Investors
California
$215M -$51.9M -2,555,842 -20%
SCA
27
Southpoint Capital Advisors
New York
$215M +$203M +10,000,000 New
ClearBridge Investments
28
ClearBridge Investments
New York
$211M +$198M +9,752,836 +16,051%
VanEck Associates
29
VanEck Associates
New York
$209M +$197M +9,727,169 New
CCM
30
Cullen Capital Management
New York
$208M +$57.4M +2,829,322 +41%
T. Rowe Price Investment Management
31
T. Rowe Price Investment Management
Maryland
$198M +$1M +49,300 +0.5%
Deutsche Bank
32
Deutsche Bank
Germany
$193M -$182M -8,965,781 -50%
ProShare Advisors
33
ProShare Advisors
Maryland
$183M +$8.88M +437,282 +5%
GCM
34
Gates Capital Management
New York
$152M +$19.1M +940,470 +15%
LCM
35
Laurion Capital Management
New York
$151M -$148M -7,272,543 -51%
Legal & General Group
36
Legal & General Group
United Kingdom
$147M +$741K +36,479 +0.5%
SPS
37
Susquehanna Portfolio Strategies
Pennsylvania
$144M
Amundi
38
Amundi
France
$141M -$110M -5,430,894 -44%
YAM
39
Yacktman Asset Management
Texas
$134M +$17.4M +855,859 +16%
Barclays
40
Barclays
United Kingdom
$130M +$17.9M +882,639 +17%
Federated Hermes
41
Federated Hermes
Pennsylvania
$128M +$47.3M +2,329,711 +64%
Goldman Sachs
42
Goldman Sachs
New York
$122M -$19.1M -940,158 -14%
UBS AM
43
UBS AM
Illinois
$120M -$57.5M -2,833,316 -34%
MIP
44
Mondrian Investment Partners
United Kingdom
$120M +$34.7M +1,709,487 +44%
Wells Fargo
45
Wells Fargo
California
$117M -$170K -8,367 -0.2%
EIC
46
Equity Investment Corp
Georgia
$116M +$6.68M +328,934 +6%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$115M +$13.4M +659,782 +14%
RJA
48
Raymond James & Associates
Florida
$112M +$20.5M +1,010,026 +24%
Swiss National Bank
49
Swiss National Bank
Switzerland
$111M -$4.62M -227,600 -4%
BAM
50
Burgundy Asset Management
Ontario, Canada
$110M +$15.9M +785,414 +18%

KVUE Hedge Fund Activity: Q1 2024 in Review

963 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Kenvue (KVUE) for Q1 2024, worth a combined $40.3B — down 1.9% from $41B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of KVUE and 130 opened new positions — a net loss of 6 holders — while 333 trimmed existing stakes and 405 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $512M. The largest seller was Morgan Stanley, cutting an estimated $1.09B.

  • 963 institutional investors held Kenvue (KVUE) as of Q1 2024, down from 983 in Q4 2023.
  • Funds reported $40.3B of Kenvue stock for Q1 2024, down 1.9% quarter-over-quarter.
  • 130 funds opened new Kenvue positions in Q1 2024 and 136 closed out, a net change of -6 holders.
  • The largest Kenvue buyer in Q1 2024 was T. Rowe Price Associates, an estimated $512M added.
  • The largest Kenvue seller in Q1 2024 was Morgan Stanley, an estimated $1.09B sold.

Based on aggregated 13F filings for Q1 2024.