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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
Federated Hermes
76
Federated Hermes
Pennsylvania
$405M -$112M -1,219,341 -22%
PPA
77
Parametric Portfolio Associates
Washington
$404M +$12M +130,052 +3%
TBC
78
Tweedy, Browne Co
Connecticut
$394M -$1.68M -18,200 -0.4%
Principal Financial Group
79
Principal Financial Group
Iowa
$391M +$42.8M +464,863 +12%
MTB
80
Mizuho Trust & Banking
Japan
$379M -$1.49M -16,136 -0.4%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$379M +$40M +434,072 +12%
Swiss National Bank
82
Swiss National Bank
Switzerland
$379M -$11M -119,500 -3%
MNA
83
Manning & Napier Advisors
New York
$379M -$1.87M -20,304 -0.5%
PP
84
Prudential plc
United Kingdom
$377M -$4.26M -46,274 -1%
SOMRS
85
State of Michigan Retirement System
Michigan
$370M -$27.3M -296,700 -7%
US Bancorp
86
US Bancorp
Minnesota
$369M -$3.04M -32,999 -0.8%
AAMU
87
Amundi Asset Management US
Massachusetts
$368M +$12.4M +134,028 +3%
Hotchkis & Wiley Capital Management
88
Hotchkis & Wiley Capital Management
California
$350M -$29M -314,917 -8%
GE
89
General Electric
Ohio
$339M -$74.3M -806,300 -18%
GVI
90
Green Valley Investors
Delaware
$332M
Lazard Asset Management
91
Lazard Asset Management
New York
$323M -$14.8M -161,055 -4%
BJ
92
BlackRock Japan
Japan
$323M +$12.3M +133,924 +4%
TD Asset Management
93
TD Asset Management
Ontario, Canada
$317M -$2.3M -24,975 -0.7%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$309M +$69.3M +751,975 +29%
State of Wisconsin Investment Board
95
State of Wisconsin Investment Board
Wisconsin
$306M -$8.04M -87,209 -3%
IG
96
ING Group
Netherlands
$304M +$68.7M +745,840 +29%
Citigroup
97
Citigroup
New York
$301M -$16M -173,900 -5%
Canada Life
98
Canada Life
Manitoba, Canada
$296M +$39.3M +425,911 +15%
Schroder Investment Management Group
99
Schroder Investment Management Group
United Kingdom
$291M +$7.7M +83,576 +3%
Dimensional Fund Advisors
100
Dimensional Fund Advisors
Texas
$289M +$7.83M +84,926 +3%

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.