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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
BFA
526
Beaumont Financial Advisors
Massachusetts
$16.5M +$504K +5,474 +3%
EIA
527
Edgemoor Investment Advisors
Maryland
$16.5M -$246K -2,671 -1%
CC
528
Cadinha & Co
Hawaii
$16.4M -$86.6K -940 -0.5%
SLI
529
Sumitomo Life Insurance
Japan
$16.4M -$1.44M -15,608 -8%
HCM
530
Howland Capital Management
Massachusetts
$16.4M +$8.11K +88 +0%
HIMC
531
Heritage Investors Management Corp
Maryland
$16.3M -$64.9K -704 -0.4%
PAS
532
Professional Advisory Services
Florida
$16.3M -$133K -1,445 -0.8%
BOH
533
Bank of Hawaii
Hawaii
$16.3M -$142K -1,542 -0.9%
CEI
534
Clark Estates Inc
New York
$16.2M
PAM
535
Private Asset Management
California
$16.2M -$293K -3,177 -2%
DJSG
536
D.J. St. Germain
Massachusetts
$16M -$269K -2,920 -2%
PI
537
Pettee Investors
Connecticut
$16M +$16.1M +174,897 New
FGP
538
Foyston, Gordon, & Payne
Ontario, Canada
$16M -$2.74M -29,777 -15%
PL
539
Parthenon LLC
Kentucky
$15.9M -$117K -1,273 -0.7%
Creative Planning
540
Creative Planning
Kansas
$15.7M +$2.14M +23,171 +16%
FBNAT
541
FirstMerit Bank N.A. Trustee
Ohio
$15.7M -$442K -4,799 -3%
QIM
542
Quest Investment Management
Oregon
$15.7M -$642K -6,967 -4%
LCP
543
Lombardia Capital Partners
California
$15.7M -$158K -1,714 -1%
MCM
544
MAI Capital Management
Ohio
$15.6M -$147K -1,599 -0.9%
MTC
545
McDaniel Terry & Co
Texas
$15.6M +$637K +6,916 +4%
WPC
546
Waters Parkerson & Co
Louisiana
$15.6M +$265K +2,875 +2%
CNAM
547
Campbell Newman Asset Management
Wisconsin
$15.6M -$1.51M -16,394 -9%
AWCI
548
Alpine Woods Capital Investors
New York
$15.5M -$9.22K -100 -0.1%
CNB
549
City National Bank
California
$15.4M +$440K +4,772 +3%
JIC
550
Johnson Investment Counsel
Ohio
$15.2M -$279K -3,025 -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.