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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
FAAS
826
First Allied Advisory Services
California
$7.1M -$517K -5,609 -7%
FLII
827
First Long Island Investors
New York
$7.09M +$200K +2,175 +3%
WCAM
828
West Coast Asset Management
California
$7.07M -$465K -5,050 -6%
GKIM
829
GW&K Investment Management
Massachusetts
$7.06M -$160K -1,736 -2%
BC
830
Brookfield Corp
Ontario, Canada
$7.02M
WSCM
831
Wellington Shields Capital Management
New York
$7.01M -$20.7K -225 -0.3%
TH
832
TCTC Holdings
Texas
$7M -$127K -1,375 -2%
BIC
833
Bridges Investment Counsel
Nebraska
$6.99M -$26.9K -292 -0.4%
CFS
834
Community Financial System
New York
$6.95M -$112K -1,217 -2%
CAI
835
Capital Advisors Inc
Oklahoma
$6.95M -$64.7K -702 -0.9%
DY
836
Dowling & Yahnke
California
$6.92M +$442K +4,795 +7%
HBWM
837
Hollow Brook Wealth Management
New York
$6.92M -$51.5K -559 -0.7%
HT
838
HighTower Trust
Texas
$6.91M +$655K +7,110 +10%
BOTW
839
Bank of the West
California
$6.9M -$596K -6,468 -8%
WFM
840
Wilmington Funds Management
Delaware
$6.89M -$3.38M -36,722 -33%
TM
841
TigerShark Management
New York
$6.89M -$56.2K -610 -0.8%
MCM
842
Monarch Capital Management
Indiana
$6.86M -$180K -1,957 -3%
RCG
843
Ruane, Cunniff & Goldfarb
New York
$6.79M -$37K -401 -0.5%
PCMI
844
Paradigm Capital Management Inc
New York
$6.76M -$276K -3,000 -4%
AHC
845
Adell Harriman & Carpenter
Texas
$6.76M -$21.3K -231 -0.3%
CCM
846
Chickasaw Capital Management
Tennessee
$6.74M +$569K +6,170 +9%
CNBT
847
Canandaigua National Bank & Trust
New York
$6.72M -$74.1K -804 -1%
WCM
848
Wisconsin Capital Management
Wisconsin
$6.7M -$1.38M -15,025 -17%
AP
849
Appleton Partners
Massachusetts
$6.67M +$139K +1,513 +2%
DA
850
Dillon & Associates
Michigan
$6.63M -$120K -1,303 -2%

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.