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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
Morgan Stanley
26
Morgan Stanley
New York
$1.39B +$138M +1,501,715 +11%
Primecap Management
27
Primecap Management
California
$1.25B -$11.5M -124,840 -0.9%
RWJF
28
Robert Wood Johnson Foundation
New Jersey
$1.19B
Legal & General Group
29
Legal & General Group
United Kingdom
$1.18B +$16.9M +183,421 +1%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$1.09B -$29M -314,526 -3%
AllianceBernstein
31
AllianceBernstein
Tennessee
$1.08B +$2.59M +28,095 +0.2%
Invesco
32
Invesco
Georgia
$984M -$147M -1,592,616 -13%
Goldman Sachs
33
Goldman Sachs
New York
$957M +$189M +2,052,379 +24%
U
34
UBS
Switzerland
$953M +$61.1M +662,716 +7%
American Century Companies
35
American Century Companies
Missouri
$940M -$28.7M -311,077 -3%
Fisher Asset Management
36
Fisher Asset Management
Washington
$924M -$5M -54,283 -0.5%
ClearBridge Investments
37
ClearBridge Investments
New York
$917M -$13.8M -149,474 -1%
BA
38
BlackRock Advisors
Delaware
$904M -$114M -1,232,479 -11%
JHIU
39
Janus Henderson Investors US
Colorado
$895M +$25.3M +274,127 +3%
UBS AM
40
UBS AM
Illinois
$883M +$21.7M +235,166 +3%
YAM
41
Yacktman Asset Management
Texas
$880M -$837K -9,078 -0.1%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$838M +$116M +1,262,054 +16%
BlackRock
43
BlackRock
New York
$838M +$176M +1,910,996 +26%
Charles Schwab
44
Charles Schwab
California
$779M +$8.37M +90,857 +1%
Boston Partners
45
Boston Partners
Massachusetts
$766M +$34.3M +372,622 +5%
MAA
46
Managed Account Advisors
New Jersey
$737M -$6.67M -72,341 -0.9%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$734M -$20.7M -224,600 -3%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$734M +$87.1M +944,585 +13%
Prudential Financial
49
Prudential Financial
New Jersey
$717M +$45.4M +492,765 +7%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$682M -$25M -270,769 -4%

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.