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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
AI
351
Ariel Investments
Illinois
$32M +$20.4M +221,581 +174%
TCT
352
TIAA CREF Trust
Missouri
$31.9M +$1.24M +13,479 +4%
PNC
353
Park National Corp
Ohio
$31.8M +$100K +1,090 +0.3%
MAM
354
Martingale Asset Management
Massachusetts
$31.7M +$260K +2,825 +0.8%
NB
355
Norinchukin Bank
Japan
$31.4M -$74.1K -804 -0.2%
PC
356
Perry Capital
New York
$31.3M -$4.3M -46,620 -12%
ZIM
357
Zacks Investment Management
Illinois
$31.2M +$16M +173,560 +104%
BHIA
358
Birch Hill Investment Advisors
Massachusetts
$31M -$592K -6,419 -2%
KIG
359
Kovitz Investment Group
Illinois
$30.9M -$11.2M -121,690 -27%
QBFM
360
QS Batterymarch Financial Management
New York
$30.7M +$10M +109,002 +48%
Capital Fund Management (CFM)
361
Capital Fund Management (CFM)
France
$30.7M -$14.1M -153,188 -31%
Janney Montgomery Scott
362
Janney Montgomery Scott
Pennsylvania
$30.5M +$416K +4,517 +1%
PGFC
363
Peapack-Gladstone Financial Corp
New Jersey
$30.3M -$985K -10,685 -3%
DL
364
Delta Lloyd
Netherlands
$30.3M +$4.61M +49,992 +18%
CT
365
Cambridge Trust
Massachusetts
$30.2M -$34K -369 -0.1%
CIM
366
Calvert Investment Management
Maryland
$30.2M +$23.3M +253,019 +331%
Berkshire Hathaway
367
Berkshire Hathaway
Nebraska
$30M
SF
368
Synovus Financial
Georgia
$29.9M -$602K -6,537 -2%
BHC
369
Bowen Hanes & Co
Florida
$29.6M -$1.55M -16,791 -5%
JGUA
370
John G. Ullman & Associates
New York
$29.5M +$242K +2,625 +0.8%
Thrivent Financial for Lutherans
371
Thrivent Financial for Lutherans
Minnesota
$29.3M +$10.1M +109,165 +52%
VDI
372
Vaughan David Investments
Illinois
$28.8M -$3.96K -43 -0%
NA
373
Navellier & Associates
Nevada
$28.6M -$3.53M -38,267 -11%
RAM
374
RWC Asset Management
United Kingdom
$28.5M +$2.23M +24,146 +8%
NRS
375
Neville Rodie & Shaw
New York
$28.4M -$674K -7,314 -2%

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.