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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
CCM
551
Compass Capital Management
Minnesota
$15.2M +$179K +1,944 +1%
BC
552
Bartlett & Co
Ohio
$15.2M -$194K -2,101 -1%
SIM
553
Sentry Investment Management
Wisconsin
$15.1M -$1.05M -11,407 -6%
DSA
554
Davis Selected Advisers
Arizona
$15.1M +$116K +1,263 +0.8%
NLGIA
555
Nippon Life Global Investors Americas
New York
$15.1M -$770K -8,360 -5%
AAC
556
Asset Advisors Corp
Georgia
$15M +$140K +1,523 +0.9%
EB
557
Eastern Bank
Massachusetts
$15M +$72.9K +791 +0.5%
AT
558
Arvest Trust
Oklahoma
$14.9M -$382K -4,143 -2%
MLL
559
Moody Lynn & Lieberson
Massachusetts
$14.8M -$268K -2,913 -2%
QI
560
Qualcomm Inc
California
$14.8M -$1.19M -12,900 -7%
PI
561
PineBridge Investments
New York
$14.7M +$919K +9,969 +7%
HP
562
HT Partners
Connecticut
$14.6M -$364K -3,949 -2%
CAG
563
Crestwood Advisors Group
Massachusetts
$14.6M +$64.6K +701 +0.4%
LI
564
LMCG Investments
Massachusetts
$14.6M -$518K -5,622 -3%
SFM
565
Stack Financial Management
Montana
$14.4M -$134K -1,456 -0.9%
MVIP
566
Mar Vista Investment Partners
California
$14.4M -$276K -2,995 -2%
RW
567
Rand Wealth
Maryland
$14.4M +$269K +2,924 +2%
WTC
568
WhitTier Trust Company
Nevada
$14.4M +$92.8K +1,007 +0.6%
DWA
569
Douglass Winthrop Advisors
New York
$14.3M +$387K +4,198 +3%
DIA
570
Davidson Investment Advisors
Montana
$14.2M -$277K -3,005 -2%
HTI
571
Hikari Tsushin Inc
Japan
$14.2M
LTFS
572
Ladenburg Thalmann Financial Services
Florida
$14.1M +$462K +5,011 +3%
TSW
573
Thompson Siegel & Walmsley
Virginia
$14.1M -$4.32M -46,848 -23%
CTI
574
Community Trust & Investment
Kentucky
$14M -$380K -4,126 -3%
Walleye Trading
575
Walleye Trading
New York
$14M +$14.1M +153,143 New

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.