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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
TRIM
776
Thompson Rubinstein Investment Management
Oregon
$7.97M -$33.2K -360 -0.4%
MCM
777
Maple Capital Management
Vermont
$7.97M +$262K +2,846 +3%
M
778
MOTCO
Texas
$7.96M -$195K -2,118 -2%
SCM
779
Salem Capital Management
Massachusetts
$7.95M -$174K -1,885 -2%
FNT
780
First National Trust
Pennsylvania
$7.95M +$21.2K +230 +0.3%
LCM
781
Logan Capital Management
Pennsylvania
$7.95M -$6.47M -70,174 -45%
WRM
782
Weybosset Research & Management
Rhode Island
$7.93M +$19.4K +211 +0.2%
EGA
783
Eagle Global Advisors
Texas
$7.87M -$200K -2,169 -2%
WCM
784
Wallace Capital Management
Texas
$7.86M +$196K +2,131 +3%
NSIM
785
North Star Investment Management
Illinois
$7.84M +$232K +2,518 +3%
LG
786
LaFleur & Godfrey
Michigan
$7.82M -$934K -10,136 -11%
GLA
787
Great Lakes Advisors
Illinois
$7.81M -$3.97M -43,073 -34%
NI
788
Nepsis Inc
Minnesota
$7.8M +$7.85M +85,206 New
GIP
789
Greatmark Investment Partners
Georgia
$7.8M +$22.4K +243 +0.3%
PCMK
790
Paragon Capital Management (Kansas)
Kansas
$7.77M -$124K -1,345 -2%
FHA
791
First Horizon Advisors
Tennessee
$7.77M +$281K +3,046 +4%
VC
792
Vestor Capital
Illinois
$7.77M +$149K +1,617 +2%
FFH
793
Fairfax Financial Holdings
Ontario, Canada
$7.76M -$263M -2,857,041 -97%
KIC
794
Keating Investment Counselors
Florida
$7.74M -$50.6K -549 -0.6%
PAMG
795
Patton Albertson Miller Group
Tennessee
$7.65M -$407K -4,411 -5%
LIA
796
LS Investment Advisors
Michigan
$7.64M +$1.65M +17,868 +27%
MCC
797
Mid Continent Capital
Illinois
$7.61M +$1.33M +14,445 +21%
RNS
798
Robert N. Shapiro
$7.6M -$485K -5,268 -6%
Daiwa Securities Group
799
Daiwa Securities Group
Japan
$7.59M -$498K -5,400 -6%
DCMA
800
Daiwa Capital Markets America
New York
$7.59M +$7.64M +82,900 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.