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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
B
426
Barings
North Carolina
$22.5M -$1.63M -17,700 -7%
PA
427
Pinnacle Associates
New York
$22.5M +$1.41M +15,326 +7%
CI
428
Cooper Investors
Australia
$22.5M +$5.37M +58,293 +36%
CDH
429
Charles D. Hyman
$22.5M -$191K -2,070 -0.8%
PRA
430
Parametric Risk Advisors
Connecticut
$22.4M +$703K +7,630 +3%
CCM
431
Chilton Capital Management
Texas
$22.3M +$861K +9,345 +4%
First Trust Advisors
432
First Trust Advisors
Illinois
$22.2M +$4.55M +49,329 +26%
TL
433
Tirschwell & Loewy
New York
$22.1M -$67.8K -736 -0.3%
FWIA
434
Fort Washington Investment Advisors
Ohio
$22M -$224K -2,430 -1%
Northwestern Mutual Wealth Management
435
Northwestern Mutual Wealth Management
Wisconsin
$22M +$3.54M +38,457 +19%
DMIC
436
Dixon Mitchell Investment Counsel
British Columbia, Canada
$21.7M +$96.6K +1,048 +0.4%
CAN
437
Cetera Advisor Networks
California
$21.6M -$757K -8,214 -3%
CTA
438
Chesley Taft & Associates
Illinois
$21.6M +$365K +3,957 +2%
GCC
439
Guardian Capital (Canada)
Ontario, Canada
$21.6M +$803K +8,715 +4%
DFO
440
Duquesne Family Office
New York
$21.5M +$9.77M +106,000 +82%
AIM
441
Avity Investment Management
Connecticut
$21.5M -$979K -10,625 -4%
AIM
442
abrdn Investment Management
United Kingdom
$21.5M -$10.1M -109,703 -32%
DP
443
Dearborn Partners
Illinois
$21.4M +$334K +3,622 +2%
BII
444
Bainco International Investors
Massachusetts
$21.4M -$7.52M -81,550 -26%
KRS
445
Kentucky Retirement Systems
Kentucky
$21.3M -$105K -1,134 -0.5%
MIS
446
Morningstar Investment Services
Illinois
$21.2M +$1.84M +19,944 +9%
ACM
447
Academy Capital Management
Texas
$21.2M -$278K -3,016 -1%
HP
448
Holowesko Partners
Bahamas
$21.2M +$20.7M +225,000 +3,750%
AR
449
Advisory Research
Illinois
$21.1M -$422K -4,579 -2%
DCLA
450
Douglas C. Lane & Associates
New York
$21.1M -$7.46M -80,991 -26%

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.