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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
FCBT
501
First Citizens Bank & Trust
North Carolina
$18M -$15.3M -166,556 -46%
MBTD
502
Mechanics Bank - Trust Department
California
$17.9M -$131K -1,424 -0.7%
TCM
503
Twin Capital Management
Pennsylvania
$17.9M +$1.63M +17,650 +10%
PL
504
Perpetual Ltd
Australia
$17.7M +$237K +2,569 +1%
MWR
505
McAdams Wright Ragen
Washington
$17.7M +$121K +1,318 +0.7%
CFB
506
Cullen/Frost Bankers
Texas
$17.6M +$230K +2,494 +1%
ZIC
507
ZWJ Investment Counsel
Georgia
$17.5M -$104K -1,130 -0.6%
TBA
508
Tower Bridge Advisors
Pennsylvania
$17.5M -$272K -2,949 -2%
UCFA
509
United Capital Financial Advisors
Texas
$17.3M +$9.98M +108,323 +134%
MIM
510
Martin Investment Management
Florida
$17.3M +$491K +5,323 +3%
KAS
511
Kemnay Advisory Services
New York
$17.3M +$5.57M +60,400 +47%
CIBC World Market
512
CIBC World Market
Ontario, Canada
$17.2M +$5.02M +54,429 +41%
BFO
513
Boston Family Office
Massachusetts
$17.1M -$88.9K -965 -0.5%
GF
514
Gerstein Fisher
New York
$17M +$3.31M +35,875 +122%
KIA
515
KCM Investment Advisors
California
$17M +$56.9K +617 +0.3%
MJRIC
516
Mogy Joel R Investment Counsel
California
$16.9M -$120K -1,300 -0.7%
NAM
517
North American Management
Massachusetts
$16.8M +$647K +7,019 +4%
DWM
518
Destination Wealth Management
California
$16.8M +$147K +1,590 +0.9%
WP
519
WMS Partners
Maryland
$16.8M -$293K -3,178 -2%
SC
520
SouthState Corp
Florida
$16.8M -$317K -3,442 -2%
BAM
521
Berkshire Asset Management
Pennsylvania
$16.7M +$2.77M +30,049 +20%
SIC
522
Salem Investment Counselors
North Carolina
$16.6M -$74.8K -812 -0.4%
BFM
523
Boston Financial Management
Massachusetts
$16.6M +$159K +1,726 +1%
ABC
524
Associated Banc-Corp
Wisconsin
$16.5M -$13.4K -145 -0.1%
CWA
525
Constellation Wealth Advisors
New York
$16.5M +$783K +8,495 +5%

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.