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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
NCM
1001
Novare Capital Management
North Carolina
$4.7M +$148K +1,610 +3%
BFIC
1002
Bedell Frazier Investment Counselling
California
$4.67M -$1.16M -12,575 -20%
BRCM
1003
Bright Rock Capital Management
Massachusetts
$4.67M
BCA
1004
Bernzott Capital Advisors
California
$4.67M +$4.15K +45 +0.1%
ECM
1005
Evergreen Capital Management
Washington
$4.67M -$706K -7,665 -13%
RJA
1006
Robshaw & Julian Associates
New York
$4.66M +$5.62K +61 +0.1%
HBT
1007
Hills Bank & Trust
Iowa
$4.65M -$15.7K -170 -0.3%
GHAM
1008
Gilman Hill Asset Management
Connecticut
$4.64M -$63.8K -692 -1%
SHA
1009
Smith Hayes Advisers
Nebraska
$4.62M +$87.5K +949 +2%
WFG
1010
Windsor Financial Group
Minnesota
$4.6M -$4.61K -50 -0.1%
AA
1011
Ancora Advisors
Ohio
$4.6M +$134K +1,450 +3%
WA
1012
WBH Advisory
Maryland
$4.59M +$12.9K +140 +0.3%
SAG
1013
Sterne Agee Group
Alabama
$4.59M +$1.38M +15,015 +43%
CIC
1014
Canal Insurance Company
South Carolina
$4.58M
FNT
1015
First Nebraska Trust
Nebraska
$4.56M -$125K -1,358 -3%
LCM
1016
Laurion Capital Management
New York
$4.54M +$715K +7,757 +19%
FCMC
1017
Founders Capital Management (Connecticut)
Connecticut
$4.53M +$4.56M +49,474 New
DAM
1018
Doheny Asset Management
California
$4.53M -$141K -1,530 -3%
BCM
1019
Becker Capital Management
Oregon
$4.51M -$83.9K -910 -2%
BE
1020
Bonness Enterprises
District of Columbia
$4.51M
BHBT
1021
Burke & Herbert Bank & Trust
Virginia
$4.5M -$17.6K -191 -0.4%
WRM
1022
Westport Resources Management
Connecticut
$4.5M -$25.2K -273 -0.6%
RIG
1023
Roosevelt Investment Group
New York
$4.49M -$21.9K -238 -0.5%
IMOV
1024
Investment Management of Virginia
Virginia
$4.49M -$101K -1,095 -2%
EWM
1025
Endurance Wealth Management
Rhode Island
$4.49M -$80.7K -876 -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.