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Johnson & Johnson

2,121 hedge funds and large institutions have $206B invested in Johnson & Johnson in 2014 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 782 increasing their positions, 910 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 51

7% more funds holding

Funds holding: 1,9882,121 (+133)

4% more capital invested

Capital invested by funds: $199B → $206B (+$7.19B)

0.1% less ownership

Funds ownership: 66.11%66.01% (-0.1%)

8% less funds holding in top 10

Funds holding in top 10: 720659 (-61)

14% less repeat investments, than reductions

Existing positions increased: 782 | Existing positions reduced: 910

34% less call options, than puts

Call options by funds: $1.66B | Put options by funds: $2.52B

Holders
2,121
Holders Change
+133
Holders Change %
+6.69%
% of All Funds
56.54%
Holding in Top 10
659
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-8.47%
% of All Funds
17.57%
New
206
Increased
782
Reduced
910
Closed
51
Calls
$1.66B
Puts
$2.52B
Net Calls
-$858M
Net Calls Change
-$373M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
901
SII Investments
Wisconsin
$6.53M -$409K -3,880 -6%
CCM
902
Catawba Capital Management
Virginia
$6.52M -$58K -550 -0.9%
RGC
903
Roberts, Glore & Co
Illinois
$6.51M +$21.7K +206 +0.3%
VC
904
V2 Capital
Illinois
$6.49M -$224K -2,124 -3%
SPC
905
Sigma Planning Corp
Michigan
$6.48M +$6.53M +61,934 New
IA
906
Icon Advisers
Colorado
$6.45M -$1.79M -17,000 -22%
DIA
907
Dean Investment Associates
Ohio
$6.45M -$83.3K -790 -1%
Victory Capital Management
908
Victory Capital Management
Texas
$6.45M +$3.27M +30,989 +101%
MC
909
Martin & Co
Tennessee
$6.45M +$69K +655 +1%
SIG
910
Sky Investment Group
Connecticut
$6.43M +$43.9K +417 +0.7%
AMIM
911
Aull & Monroe Investment Management
Alabama
$6.4M -$546K -5,183 -8%
CIC
912
Cutler Investment Counsel
Oregon
$6.39M +$13.8K +131 +0.2%
RB
913
Rodgers Brothers
Pennsylvania
$6.37M -$40.4K -383 -0.6%
AA
914
Ancora Advisors
Ohio
$6.36M -$114K -1,079 -2%
RIL
915
Rothschild Investment LLC
Illinois
$6.36M -$47.5K -451 -0.7%
GW
916
GW & Wade
Massachusetts
$6.35M -$40.8K -387 -0.6%
SGK
917
Steigerwald Gordon & Koch
Virginia
$6.34M +$106K +1,007 +2%
TYCC
918
Texas Yale Capital Corp
Florida
$6.33M +$387K +3,673 +6%
CC
919
ClearArc Capital
Ohio
$6.32M +$147K +1,398 +2%
PFC
920
Phocas Financial Corp
California
$6.31M -$149K -1,415 -2%
Edgewood Management
921
Edgewood Management
Connecticut
$6.31M -$52.7K -500 -0.8%
FAM
922
Fred Alger Management
New York
$6.3M -$629K -5,973 -9%
BAS
923
Brown Advisory Securities
Maryland
$6.27M +$11.3K +107 +0.2%
SIG
924
Schooner Investment Group
Pennsylvania
$6.27M +$527K +5,000 +9%
LSA
925
L & S Advisors
California
$6.25M +$1.46M +13,851 +30%

JNJ Hedge Fund Activity: Q4 2014 in Review

2,121 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q4 2014, worth a combined $206B — up 3.6% from $199B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new JNJ positions and 51 closed out — a net gain of 155 holders — while 782 added to existing stakes and 910 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $920M. The largest seller was T. Rowe Price Associates, cutting an estimated $652M.

  • 2,121 institutional investors held Johnson & Johnson (JNJ) as of Q4 2014, up from 1,988 in Q3 2014.
  • Funds reported $206B of Johnson & Johnson stock for Q4 2014, up 3.6% quarter-over-quarter.
  • 206 funds opened new Johnson & Johnson positions in Q4 2014 and 51 closed out, a net change of +155 holders.
  • The largest Johnson & Johnson buyer in Q4 2014 was Fidelity Investments, an estimated $920M added.
  • The largest Johnson & Johnson seller in Q4 2014 was T. Rowe Price Associates, an estimated $652M sold.

Based on aggregated 13F filings for Q4 2014.