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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
SCM
301
Stevens Capital Management
Pennsylvania
$45.4M -$3.44M -37,290 -7%
AACR
302
ACR Alpine Capital Research
Missouri
$45.1M +$2.93M +31,812 +7%
NG
303
NatWest Group
United Kingdom
$43.5M +$6.6M +71,570 +18%
BPC
304
Banque Pictet & Cie
Switzerland
$43.3M +$43.5M +472,283 New
WCM
305
Wedge Capital Management
North Carolina
$42.9M +$3.04M +33,025 +8%
Millennium Management
306
Millennium Management
New York
$42.8M -$34M -368,849 -44%
DILH
307
Dai-ichi Life Holdings
Japan
$42.4M +$887K +9,629 +2%
TRSOTSOK
308
Teachers Retirement System of the State of Kentucky
Kentucky
$42.2M -$1.58M -17,100 -4%
NLI
309
Nippon Life Insurance
Japan
$41.5M -$99.1K -1,075 -0.2%
Loomis, Sayles & Company
310
Loomis, Sayles & Company
Massachusetts
$41.2M -$1.92M -20,805 -4%
PP
311
Prospector Partners
Connecticut
$41.1M -$8.7M -94,450 -17%
BIC
312
Beach Investment Counsel
Pennsylvania
$40.9M -$9.36M -101,570 -19%
V
313
Veritable
Delaware
$40.6M +$136K +1,471 +0.3%
CIM
314
Confluence Investment Management
Missouri
$40.5M +$3.31M +35,871 +9%
HNB
315
Huntington National Bank
Ohio
$39.5M -$49.4K -536 -0.1%
RFS
316
Rockefeller Financial Services
New York
$39.3M +$361K +3,920 +0.9%
FQ
317
First Quadrant
California
$38.6M +$16.4M +177,900 +73%
HHAA
318
Henry H. Armstrong Associates
Pennsylvania
$38.2M -$1M -10,875 -3%
1IC
319
1919 Investment Counsel
Maryland
$38.2M -$1.16M -12,599 -3%
SMDAM
320
Sumitomo Mitsui DS Asset Management
Japan
$37.9M -$2.17M -23,570 -5%
GI
321
GAMCO Investors
Connecticut
$37.7M +$219K +2,376 +0.6%
WAM
322
World Asset Management
Michigan
$37.4M -$6.1M -66,212 -14%
CSIC
323
Clifford Swan Investment Counsel
California
$37.2M +$297K +3,227 +0.8%
BFS
324
Bradley Foster & Sargent
Connecticut
$37.1M +$426K +4,620 +1%
CPSAC
325
Chas P. Smith & Associates (CPS)
Florida
$37.1M +$25.2M +273,126 +207%

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.