Analyzing Hedge Fund Activity Around Johnson & Johnson: Insights from Recent 13F Filings
Overview of Hedge Fund Holdings
In the latest analysis of hedge fund activities reported on March 31, 2025, we observed that Johnson & Johnson (Symbol: JNJ) is held by 13 different funds. When multiple hedge fund managers align in their investment strategies, it often warrants a deeper exploration into the reasons behind their interest.
It’s essential to note that 13F filings reveal only a portion of a hedge fund’s portfolio; they disclose long positions while omitting short positions. Therefore, a fund may appear bullish when in fact, it might be hedging its bets with short sales. This nuance can mislead investors if they rely solely on these filings for a complete picture.
Changes in Johnson & Johnson Holdings
Focusing on the most recent holdings, we evaluated how the positions of these hedge funds in Johnson & Johnson have changed over the reported period:
| Fund | New Position? | Change in Share Count | Change in Market Value ($ in thousands) |
|---|---|---|---|
| Czech National Bank | Existing | +30,955 | +$16,211 |
| JTC Employer Solutions Trustee Ltd | Existing | UNCH | +$50 |
| Advance Capital Management Inc. | Existing | +54 | +$57 |
| American National Bank & Trust | Existing | -3,314 | +$1,617 |
| Iowa State Bank | Existing | -386 | +$901 |
| Dakota Community Bank & Trust NA | Existing | +51 | +$42 |
| Addenda Capital Inc. | Existing | -71 | +$875 |
| Woodstock Corp | Existing | -2,385 | +$1,396 |
| Parkside Advisors LLC | Existing | -1,442 | -$130 |
| Talbot Financial LLC | Existing | +795 | +$2,280 |
| Douglas Lane & Associates LLC | Existing | +18,289 | +$15,752 |
| CenterStar Asset Management LLC | NEW | -18,900 | -$3,134 |
| TL Private Wealth | Existing | +5 | +$47 |
| Aggregate Change: | +23,651 | +$35,964 |
Among the funds analyzed, six increased their positions, while five reduced them, and one established a new holding. The total change in shares indicates a shift in investment sentiment towards Johnson & Johnson, giving a glimpse into the strategic movements of these hedge funds.
Aggregate Share Changes
Examining the collective share count of Johnson & Johnson held by the hedge funds reveals a significant increase. From December 31, 2024, to March 31, 2025, these funds boosted their holdings by 6,877,715 shares, rising from 8,077,530 to 14,955,245 shares. This surge represents an impressive increase of approximately 85.15%.
The three largest funds owning Johnson & Johnson during the latest period have shown a strong commitment to the stock.
Continuing Insights on Hedge Funds
Our ongoing analysis of 13F filings from hedge fund managers will provide further valuable insights. Monitoring the aggregate data across multiple funds over various reporting periods helps identify promising stocks worthy of more attention. Although individual 13F filings might sometimes misrepresent a fund’s overall stance due to their long-only outlook, a broader view can yield fascinating investment opportunities, including those associated with Johnson & Johnson.
By focusing on the collective behaviors of these funds, we can gain a clearer perspective on market trends and potential investment strategies.
