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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
SI
626
Sprott Inc
Ontario, Canada
$12.1M +$12.2M +132,100 New
GIA
627
Granite Investment Advisors
New Hampshire
$12M -$578K -6,270 -5%
JMFC
628
J.M. Forbes & Co
Massachusetts
$12M +$168K +1,818 +1%
APFBOT
629
Amica Pension Fund Board of Trustees
Rhode Island
$12M
SI
630
Stephens Inc
Arkansas
$12M +$101K +1,093 +0.8%
CVM
631
Cheviot Value Management
California
$12M -$276K -2,995 -2%
BPB
632
Badgley, Phelps & Bell
Washington
$12M +$142K +1,538 +1%
NI
633
Numeric Investors
Massachusetts
$12M +$6.37M +69,100 +113%
LM
634
Lincluden Management
Ontario, Canada
$11.8M +$443K +4,810 +4%
CCA
635
Cobblestone Capital Advisors
New York
$11.8M +$43.7K +474 +0.4%
IC
636
Inverness Counsel
New York
$11.8M +$68.2K +740 +0.6%
TIP
637
Torray Investment Partners
Maryland
$11.7M -$35K -380 -0.3%
WG
638
Welch Group
Alabama
$11.7M +$110K +1,196 +0.9%
WB
639
Webster Bank
Connecticut
$11.7M -$925K -10,038 -7%
VWM
640
Valley Wealth Managers
New Jersey
$11.7M -$326K -3,538 -3%
SM
641
Stratton Management
Pennsylvania
$11.7M -$42.4K -460 -0.4%
OPCM
642
Osborne Partners Capital Management
California
$11.7M -$259K -2,806 -2%
CCI
643
Columbus Circle Investors
$11.7M -$10.9M -118,458 -48%
GMIM
644
General Motors Investment Management
New York
$11.6M +$967K +10,493 +9%
CCMD
645
Cypress Capital Management (Delaware)
Delaware
$11.6M +$88.4K +959 +0.8%
HT
646
HAP Trading
New York
$11.5M +$11.6M +125,712 New
PFC
647
Phocas Financial Corp
California
$11.5M -$1.55M -16,781 -12%
ACP
648
Ashfield Capital Partners
California
$11.5M +$24.7K +268 +0.2%
FMII
649
Farmers & Merchants Investments Inc
Nebraska
$11.5M +$167K +1,807 +1%
LMGAM
650
Liberty Mutual Group Asset Management
Massachusetts
$11.4M -$4.22M -45,830 -27%

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.