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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
676
Check Capital Management
California
$10.3M -$782K -8,488 -7%
FFBTD
677
First Financial Bank - Trust Division
Ohio
$10.3M -$679K -7,369 -6%
BKBG
678
BHF Kleinwort Benson Group
Belgium
$10.3M +$7.68M +83,345 +289%
CCFCSB
679
Cape Cod Five Cents Savings Bank
Massachusetts
$10.2M -$56.3K -611 -0.5%
MCM
680
Munder Capital Management
Michigan
$10.2M +$4.21M +45,735 +69%
BOIA
681
Bush ODonnell Investment Advisors
Missouri
$10.2M -$1.61M -17,485 -14%
MWAC
682
Mariner Wealth Advisors (Cincinnati)
Ohio
$10.2M +$448K +4,862 +5%
IHL
683
Investment House LLC
California
$10.1M +$221K +2,395 +2%
SSG
684
Summit Securities Group
New York
$10.1M +$1.46M +15,800 +17%
RJT
685
Raymond James Trust
Florida
$10.1M +$788K +8,554 +8%
AT
686
Acadia Trust
Maine
$10M -$9.4K -102 -0.1%
TCM
687
Tufton Capital Management
Maryland
$10M -$138K -1,493 -1%
AL
688
Agran Libbie
California
$10M -$76.1K -826 -0.8%
SCA
689
STALEY CAPITAL ADVISERS
Pennsylvania
$10M -$66.7K -724 -0.7%
RCYC
690
Richard C. Young & Co
Rhode Island
$9.99M -$83.1K -902 -0.8%
MCM
691
Murphy Capital Management
New Jersey
$9.97M +$266K +2,891 +3%
CCP
692
Clarkston Capital Partners
Michigan
$9.95M +$335K +3,640 +3%
FMBTD
693
First Midwest Bank Trust Division
Illinois
$9.94M -$407K -4,416 -4%
BP
694
Banyan Partners
Florida
$9.89M -$984K -10,673 -9%
SKP
695
Sanborn Kilcollin Partners
Illinois
$9.82M -$633K -6,871 -6%
CFA
696
Carroll Financial Associates
North Carolina
$9.79M -$1.2M -13,036 -11%
FBP
697
Flippin Bruce & Porter
Virginia
$9.79M -$330K -3,578 -3%
PP
698
Patten & Patten
Tennessee
$9.73M -$32.7K -355 -0.3%
EWA
699
EP Wealth Advisors
California
$9.7M +$222K +2,412 +2%
KFS
700
KMS Financial Services
Washington
$9.7M +$2.98M +32,301 +44%

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.