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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
CIA
801
Choate Investment Advisors
Massachusetts
$7.58M -$386K -4,185 -5%
GCAC
802
Guardian Capital Advisors (Canada)
Ontario, Canada
$7.58M +$82.9K +900 +1%
MBE
803
Michael B. Elefante
$7.55M -$295K -3,200 -4%
CC
804
Courier Capital
New York
$7.55M -$297K -3,221 -4%
MJP
805
Michael J. Puzo
$7.52M +$50.7K +550 +0.7%
CW
806
Cobiz Wealth
Colorado
$7.51M -$170K -1,844 -2%
PJSIMP
807
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.51M -$96.4K -1,046 -1%
LA
808
Lynch & Associates
Indiana
$7.48M -$27.6K -299 -0.4%
NPC
809
National Planning Corporation
California
$7.46M +$763K +8,283 +11%
BWP
810
Baldwin Wealth Partners
Massachusetts
$7.45M +$288K +3,128 +4%
PWM
811
Patriot Wealth Management
Texas
$7.43M -$145K -1,576 -2%
HAIM
812
Hunter Associates Investment Management
Pennsylvania
$7.42M -$200K -2,165 -3%
LWCA
813
Locust Wood Capital Advisers
New York
$7.41M -$45.6K -495 -0.6%
FBB
814
Fulton Breakefield Broenniman
Maryland
$7.39M -$157K -1,703 -2%
GCA
815
Greenwood Capital Associates
South Carolina
$7.33M -$30.3K -329 -0.4%
CVSCT
816
C.V. Starr & Co Trust
New York
$7.33M
HA
817
Halsey Associates
Connecticut
$7.31M -$36.9K -400 -0.5%
TCM
818
Tradition Capital Management
New Jersey
$7.27M -$667K -7,235 -8%
BCB
819
Brian C. Broderick
$7.26M -$430K -4,666 -6%
TNBTD
820
Trustmark National Bank Trust Department
Mississippi
$7.24M -$88.6K -961 -1%
HCM
821
Hodges Capital Management
Texas
$7.19M +$393K +4,268 +6%
ST
822
Smithfield Trust
Pennsylvania
$7.15M +$2M +21,736 +39%
CA
823
Callahan Advisors
Texas
$7.15M +$14.7K +160 +0.2%
SCM
824
Shelton Capital Management
Colorado
$7.14M -$19.4K -210 -0.3%
NIA
825
Northstar Investment Advisors
Colorado
$7.12M +$183K +1,983 +3%

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.