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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
HA
926
Hamel Associates
New Jersey
$5.43M +$5.47M +59,316 New
BAS
927
Brown Advisory Securities
Maryland
$5.42M -$28.6K -310 -0.5%
AC
928
Addenda Capital
Quebec, Canada
$5.41M -$294K -3,186 -5%
MC
929
Martin & Co
Tennessee
$5.39M -$39.5K -429 -0.7%
CCM
930
Cohen Capital Management
California
$5.39M
LJHT
931
Laurie J. Hall Trustee
$5.39M
HR
932
Howe & Rusling
New York
$5.39M +$848K +9,198 +19%
GIM
933
Gyrus Investment Management
Ontario, Canada
$5.37M +$2.32M +25,149 +84%
NSAM
934
North Star Asset Management
Wisconsin
$5.36M -$164K -1,782 -3%
DPIM
935
Duff & Phelps Investment Management
Illinois
$5.35M -$4.42M -47,995 -45%
SIG
936
Sky Investment Group
Connecticut
$5.34M +$4.03M +43,675 +298%
SG
937
Swarthmore Group
Pennsylvania
$5.33M -$313K -3,400 -6%
IIM
938
Ipswich Investment Management
Massachusetts
$5.33M -$36.7K -398 -0.7%
QI
939
Quotient Investors
New York
$5.32M
EWM
940
Edge Wealth Management
New York
$5.32M +$955K +10,358 +22%
SAIG
941
Semper Augustus Investments Group
Colorado
$5.31M
SGAM
942
Steinberg Global Asset Management
Florida
$5.31M +$150K +1,633 +3%
AL
943
Airain Ltd
Guernsey
$5.29M +$5.32M +57,735 New
1IA
944
1834 Investment Advisors
Wisconsin
$5.27M +$44.1K +478 +0.8%
ECM
945
Everence Capital Management
Indiana
$5.25M -$470K -5,100 -8%
SGK
946
Steigerwald Gordon & Koch
Virginia
$5.24M +$184K +1,998 +4%
TAM
947
Tealwood Asset Management
Minnesota
$5.22M +$25.7K +279 +0.5%
FM
948
Foster & Motley
Ohio
$5.22M +$741K +8,041 +16%
CF
949
CNA Financial
Illinois
$5.2M
CBN
950
Cadence Bank NA
Texas
$5.19M +$791K +8,580 +18%

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.