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Johnson & Johnson

1,967 hedge funds and large institutions have $170B invested in Johnson & Johnson in 2013 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 676 increasing their positions, 900 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 51

7% more funds holding

Funds holding: 1,8311,967 (+136)

1% more capital invested

Capital invested by funds: $168B → $170B (+$1.97B)

0.04% less ownership

Funds ownership: 65.88%65.85% (-0.04%)

4% less funds holding in top 10

Funds holding in top 10: 606582 (-24)

25% less repeat investments, than reductions

Existing positions increased: 676 | Existing positions reduced: 900

36% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $2.18B

Holders
1,967
Holders Change
+136
Holders Change %
+7.43%
% of All Funds
57.06%
Holding in Top 10
582
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-3.96%
% of All Funds
16.88%
New
207
Increased
676
Reduced
900
Closed
51
Calls
$1.39B
Puts
$2.18B
Net Calls
-$793M
Net Calls Change
-$672M
Name Holding Trade Value Shares
Change
Change in
Stake
GF
251
Gabelli Funds
New York
$65.5M -$369K -4,000 -0.6%
OI
252
Oakbrook Investments
Illinois
$65.3M +$11.7M +126,625 +22%
TAM
253
Tiverton Asset Management
Delaware
$64.1M
GH
254
GAM Holding
Switzerland
$64.1M -$148K -1,610 -0.2%
CEP
255
Chicago Equity Partners
Illinois
$63.5M +$24.9M +270,300 +64%
William Blair & Company
256
William Blair & Company
Illinois
$63.4M -$566K -6,146 -0.9%
JHC
257
JFB Holdings Corp
Georgia
$62.9M -$2.98M -32,290 -4%
IGIM
258
I.G. Investment Management
Manitoba, Canada
$62.7M +$17.1M +185,761 +37%
Royal London Asset Management
259
Royal London Asset Management
United Kingdom
$62.6M +$1.34M +14,578 +2%
SAM
260
Shell Asset Management
Netherlands
$62.2M -$13.2M -143,608 -17%
MA
261
MUFG Americas
New York
$62M -$244K -2,651 -0.4%
ProShare Advisors
262
ProShare Advisors
Maryland
$61.7M +$28.8M +312,807 +87%
PI
263
Placemark Investments
Illinois
$61.6M +$5.07M +55,022 +9%
LWCFA
264
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61.2M -$425K -4,614 -0.7%
RL
265
Ruffer LLP
United Kingdom
$60.4M -$7.12M -77,239 -10%
SAM
266
Sentinel Asset Management
Vermont
$59.8M -$138K -1,500 -0.2%
BNP Paribas Asset Management
267
BNP Paribas Asset Management
France
$59.5M -$16.3M -176,539 -21%
STC
268
SEI Trust Company
Pennsylvania
$59.5M -$1.08M -11,685 -2%
SAM
269
Silvercrest Asset Management
New York
$59.3M +$725K +7,863 +1%
OPERF
270
Oregon Public Employees Retirement Fund
Oregon
$59.2M +$24.5M +265,500 +70%
ERSOT
271
Employees Retirement System of Texas
Texas
$58.6M -$27.2M -295,000 -32%
HPC
272
HM Payson & Co
Maine
$57.6M +$497K +5,396 +0.9%
O
273
OrbiMed
New York
$57.3M -$2.49M -27,000 -4%
RCAMU
274
Rothschild & Co Asset Management US
Connecticut
$55.3M -$2.37M -25,724 -4%
TU
275
TDAM USA
Ontario, Canada
$54.3M -$6.91M -75,029 -11%

JNJ Hedge Fund Activity: Q4 2013 in Review

1,967 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q4 2013, worth a combined $170B — up 1.2% from $168B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new JNJ positions and 51 closed out — a net gain of 156 holders — while 676 added to existing stakes and 900 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $421M. The largest seller was Bank of New York Mellon, cutting an estimated $284M.

  • 1,967 institutional investors held Johnson & Johnson (JNJ) as of Q4 2013, up from 1,831 in Q3 2013.
  • Funds reported $170B of Johnson & Johnson stock for Q4 2013, up 1.2% quarter-over-quarter.
  • 207 funds opened new Johnson & Johnson positions in Q4 2013 and 51 closed out, a net change of +156 holders.
  • The largest Johnson & Johnson buyer in Q4 2013 was Fidelity Investments, an estimated $421M added.
  • The largest Johnson & Johnson seller in Q4 2013 was Bank of New York Mellon, an estimated $284M sold.

Based on aggregated 13F filings for Q4 2013.