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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
WCMN
876
Westchester Capital Management (Nebraska)
Nebraska
$6.25M -$58.1K -630 -0.9%
GIM
877
Grassi Investment Management
California
$6.24M +$95K +1,031 +2%
WA
878
WFG Advisors
Texas
$6.24M +$62.1K +674 +1%
PAM
879
PartnerRe Asset Management
Connecticut
$6.22M -$360K -3,906 -5%
Mirae Asset Global Investments
880
Mirae Asset Global Investments
South Korea
$6.22M +$525K +5,701 +9%
AF
881
Arrow Financial
New York
$6.21M +$1.84K +20 +0%
GIM
882
Goelzer Investment Management
Indiana
$6.2M +$350K +3,798 +6%
GG
883
Greenwood Gearhart
Arkansas
$6.2M -$108K -1,172 -2%
WSTAM
884
Wilbanks Smith & Thomas Asset Management
Virginia
$6.19M -$266K -2,890 -4%
CCMINC
885
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.18M -$97K -1,052 -2%
SAA
886
Southeast Asset Advisors
Georgia
$6.16M -$115K -1,250 -2%
PPSG
887
Princeton Portfolio Strategies Group
New Jersey
$6.15M +$447K +4,850 +8%
VW
888
Vantage Wealth
California
$6.13M -$7.56K -82 -0.1%
AC
889
Allstate Corporation
Illinois
$6.12M
BCM
890
Bluefin Capital Management
New York
$6.08M +$3.57M +38,780 +141%
MWNA
891
Marshall Wace North America
New York
$6.05M -$19.3M -209,858 -76%
RB
892
Rodgers Brothers
Pennsylvania
$6.04M -$80.5K -873 -1%
WAM
893
Wolverine Asset Management
Illinois
$6.03M -$984K -10,681 -14%
EM
894
Excalibur Management
Massachusetts
$6.02M -$206K -2,235 -3%
YIA
895
YHB Investment Advisors
Connecticut
$6M -$503K -5,461 -8%
AMIM
896
Aull & Monroe Investment Management
Alabama
$5.96M -$13.8K -150 -0.2%
WPC
897
White Pine Capital
Minnesota
$5.96M -$816K -8,859 -12%
K
898
Kemper
Illinois
$5.95M
TFA
899
Toth Financial Advisory
Virginia
$5.95M -$145K -1,570 -2%
SC
900
Schulhoff & Co
Ohio
$5.94M -$9.22K -100 -0.2%

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.