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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
OC
976
Oppenheimer & Close
New York
$4.96M -$1.13M -12,235 -18%
AWM
977
Altavista Wealth Management
North Carolina
$4.95M -$146K -1,587 -3%
CIM
978
CenturyLink Investment Management
Colorado
$4.91M -$740K -8,028 -13%
P
979
Pitcairn
Pennsylvania
$4.91M +$890K +9,653 +22%
AA
980
Apriem Advisors
California
$4.91M -$2.71M -29,406 -35%
CBB
981
Citizens Business Bank
California
$4.91M +$11.2K +121 +0.2%
JWBC
982
J.W. Burns & Co
New York
$4.9M +$27.9K +303 +0.6%
PWAP
983
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.89M -$93K -1,009 -2%
ACM
984
Argentus Capital Management
Texas
$4.87M +$119K +1,290 +2%
CCM
985
Condor Capital Management
New Jersey
$4.86M -$79.3K -861 -2%
Aristotle Capital Management
986
Aristotle Capital Management
California
$4.85M -$267K -2,900 -5%
IPRC
987
Indices-Pac Research Corporation
New Jersey
$4.81M -$289K -3,131 -6%
PR
988
Payden & Rygel
California
$4.8M
PHS
989
Pekin Hardy Strauss
Illinois
$4.8M -$166K -1,801 -3%
OA
990
OFI Advisors
Pennsylvania
$4.77M +$320K +3,475 +7%
CS
991
Cannell & Spears
New York
$4.77M
DHFB
992
Dixon Hubard Feinour & Brown
Virginia
$4.77M -$37.8K -410 -0.8%
CI
993
Constellation Investments
Ohio
$4.74M +$350K +3,800 +8%
JFGIW
994
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.74M -$256K -2,780 -5%
BCM
995
Boltwood Capital Management
California
$4.74M +$13.8K +150 +0.3%
WIC
996
Woodmont Investment Counsel
Tennessee
$4.73M -$234K -2,540 -5%
SHGA
997
Sand Hill Global Advisors
California
$4.73M -$1.15M -12,436 -19%
FCM
998
Forester Capital Management
Illinois
$4.72M -$641K -6,960 -12%
RHJA
999
Rice Hall James & Associates
California
$4.71M +$106K +1,150 +2%
CIC
1000
Carnegie Investment Counsel
Ohio
$4.71M +$11.2K +121 +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.