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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
RCM
326
RNC Capital Management
California
$37M +$648K +7,032 +2%
KCM
327
Kames Capital Management
United Kingdom
$36.9M -$4.24M -45,987 -10%
CGI
328
CI Global Investments
California
$36.7M +$7.83M +85,010 +27%
PWLP
329
Prio Wealth Limited Partnership
Massachusetts
$36.5M +$752K +8,157 +2%
MIP
330
Mondrian Investment Partners
United Kingdom
$36.2M -$17.9M -194,000 -33%
DADC
331
D.A. Davidson & Co
Montana
$36M +$2.85M +30,972 +9%
WB
332
WesBanco Bank
West Virginia
$35.6M -$762K -8,273 -2%
Zurich Cantonal Bank
333
Zurich Cantonal Bank
Switzerland
$35.3M +$403K +4,368 +1%
Toronto Dominion Bank
334
Toronto Dominion Bank
Ontario, Canada
$35.3M +$2.98M +32,336 +9%
AAMU
335
AEGON Asset Management (UK)
United Kingdom
$35.3M +$1.67M +18,135 +5%
WT
336
Whittier Trust
California
$35.3M -$318K -3,450 -0.9%
WJA
337
Williams Jones & Associates
New York
$35.2M -$1.28M -13,840 -3%
RMDI
338
R.M. Davis Inc
Maine
$35.2M -$210K -2,274 -0.6%
QI
339
QS Investors
New York
$35.1M +$2.06M +22,300 +6%
SAM
340
Sawgrass Asset Management
Florida
$34.9M +$14.1M +152,612 +67%
FTIOP
341
Fiduciary Trust International of Pennsylvania
Pennsylvania
$34.6M -$102K -1,112 -0.3%
CC
342
Carlson Capital
Texas
$34.4M +$21.3M +231,605 +160%
SI
343
Scharf Investments
California
$34.3M -$4.93M -53,442 -12%
SRIM
344
Saratoga Research & Investment Management
California
$34.3M -$511K -5,545 -1%
OCAM
345
Onex Canada Asset Management
Ontario, Canada
$34.1M +$340K +3,690 +1%
MME
346
Meag Munich Ergo
Germany
$33.5M +$632K +6,855 +2%
B
347
BP
United Kingdom
$33.4M -$4.15M -45,000 -11%
CIBC Asset Management
348
CIBC Asset Management
Ontario, Canada
$33.1M -$1.27M -13,743 -4%
FCAM
349
F&C Asset Management
United Kingdom
$32.5M +$768K +8,337 +2%
FT
350
Fiduciary Trust
Massachusetts
$32.2M +$838K +9,094 +3%

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.