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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
CTA
651
Colonial Trust Advisors
South Carolina
$11.4M -$169K -1,833 -1%
FAM
652
Fiduciary Asset Management
Missouri
$11.1M +$201K +2,179 +2%
VAM
653
Visium Asset Management
New York
$11.1M -$6.09M -66,129 -35%
RJFSA
654
Raymond James Financial Services Advisors
Florida
$10.9M +$87.5K +949 +0.8%
VKH
655
Virtu KCG Holdings
New York
$10.9M +$6.99M +75,866 +178%
1SB
656
1ST Source Bank
Indiana
$10.8M -$163K -1,769 -1%
MI
657
Markston International
New York
$10.8M -$124K -1,350 -1%
CA
658
CapWealth Advisors
Tennessee
$10.6M -$916K -9,940 -8%
VCM
659
Violich Capital Management
California
$10.6M -$50.2K -545 -0.5%
BONST
660
Bank of Nova Scotia Trust
Ontario, Canada
$10.6M -$162K -1,762 -2%
HCM
661
Horan Capital Management
Maryland
$10.6M -$118K -1,277 -1%
IA
662
Icon Advisers
Colorado
$10.6M -$3.71M -40,300 -26%
PCM
663
Parsons Capital Management
Rhode Island
$10.6M -$40.5K -440 -0.4%
LDB
664
Lee, Danner & Bass
Tennessee
$10.5M -$215K -2,338 -2%
WT
665
Washington Trust
Rhode Island
$10.5M -$316K -3,433 -3%
SSB
666
Sandy Spring Bank
Maryland
$10.5M -$187K -2,026 -2%
ORIO
667
Old Republic International (ORI)
Illinois
$10.5M +$10.5M +114,200 New
CONA
668
Capital One National Association
New York
$10.5M +$869K +9,429 +9%
LI
669
Lafayette Investments
Maryland
$10.4M -$221K -2,394 -2%
PDN
670
Pensionfund DSM Netherlands
Netherlands
$10.4M
MSU
671
Mizuho Securities USA
New York
$10.4M -$3.61M -39,120 -26%
BA
672
Bridgewater Associates
Connecticut
$10.4M +$7.92M +85,900 +315%
WAM
673
Wood Asset Management
Florida
$10.3M -$936K -10,159 -8%
Balyasny Asset Management
674
Balyasny Asset Management
Illinois
$10.3M -$471K -5,113 -4%
SBWIC
675
Schaper Benz & Wise Investment Counsel
Wisconsin
$10.3M -$96.3K -1,045 -0.9%

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.