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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
SC
951
Saybrook Capital
North Carolina
$5.18M +$18.4K +200 +0.4%
PLFAM
952
Pineno Levin & Ford Asset Management
Virginia
$5.17M -$46K -499 -0.9%
FDS
953
First Dallas Securities
Texas
$5.16M -$3.69K -40 -0.1%
CWM
954
Cabot Wealth Management
Massachusetts
$5.16M +$382K +4,144 +8%
RBA
955
Richard Bernstein Advisors
New York
$5.16M +$1.29M +14,026 +33%
TBNY
956
Trustco Bank (New York)
New York
$5.16M -$117K -1,272 -2%
GCP
957
GSA Capital Partners
United Kingdom
$5.14M -$1.88M -20,370 -27%
FNBOO
958
First National Bank of Omaha
Nebraska
$5.12M +$536K +5,818 +12%
GWI
959
Grace & White Inc
New York
$5.11M
HKIM
960
Hayek Kallen Investment Management
Alabama
$5.1M -$386K -4,187 -7%
NAM
961
NTV Asset Management
West Virginia
$5.1M +$6.91K +75 +0.1%
HAI
962
Hennessy Advisors Inc
California
$5.09M -$1.87M -20,300 -27%
SWK
963
Stephen W. Kidder
$5.09M -$170K -1,848 -3%
HCC
964
Hirtle Callaghan & Co
Pennsylvania
$5.08M
DG
965
Davidson & Garrard
Virginia
$5.06M +$195K +2,118 +4%
AAIM
966
American Assets Investment Management
California
$5.04M
CC
967
ClearArc Capital
Ohio
$5.03M -$97.2K -1,055 -2%
CAM
968
Cubic Asset Management
Massachusetts
$5.03M -$4.61K -50 -0.1%
SDJVC
969
St. Denis J. Villere & Co
Louisiana
$5.02M +$627K +6,800 +14%
SIG
970
Schooner Investment Group
Pennsylvania
$5.01M +$1.38M +15,000 +38%
SFSG
971
Stearns Financial Services Group
North Carolina
$5M -$365K -3,965 -7%
DLCIG
972
D.L. Carlson Investment Group
New Hampshire
$4.99M -$114K -1,235 -2%
EVM
973
Evelyn V. Moreno
$4.98M +$5.02M +54,421 New
AIC
974
Argus Investors Counsel
New York
$4.96M
SAMNY
975
Samsung Asset Management (New York)
New York
$4.96M +$3.5M +38,030 +236%

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.