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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
SRC
1051
Shufro Rose & Co
New York
$4.23M +$190K +2,062 +5%
MCM
1052
McMillion Capital Management
North Carolina
$4.21M -$2.12K -23 -0.1%
WPP
1053
Whalerock Point Partners
Rhode Island
$4.21M +$4.24M +45,966 New
NCM
1054
Narwhal Capital Management
Georgia
$4.2M -$13.8K -150 -0.3%
PSI
1055
Pinnacle Summer Investments
Virginia
$4.2M +$23.2K +252 +0.6%
PFPT
1056
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.2M +$148K +1,603 +4%
ACI
1057
Alpha Cubed Investments
California
$4.19M +$4.22M +45,739 New
CAM
1058
CG Asset Management
New York
$4.19M +$4.21M +45,721 New
EWM
1059
Elite Wealth Management
Washington
$4.19M +$3.87M +41,978 +1,123%
LSA
1060
L & S Advisors
California
$4.18M +$3.5M +38,004 +495%
BIM
1061
BRC Investment Management
Colorado
$4.18M -$2.16M -23,480 -34%
DCM
1062
Delta Capital Management
New Jersey
$4.17M -$6.45K -70 -0.2%
FA
1063
FMA Advisory
Pennsylvania
$4.16M +$571K +6,200 +16%
SA
1064
Strategic Advisors
New York
$4.15M +$169K +1,837 +4%
SAM
1065
Smithbridge Asset Management
Pennsylvania
$4.15M -$101K -1,100 -2%
ABP
1066
Arthur B. Page
$4.14M +$4.16M +45,179 New
TYCC
1067
Texas Yale Capital Corp
Florida
$4.12M +$276 +3 +0%
LA
1068
Lau Associates
Delaware
$4.12M -$201K -2,179 -5%
VIA
1069
Vantage Investment Advisors
Pennsylvania
$4.11M +$4.13M +44,838 New
JIM
1070
Jupiter Investment Management
United Kingdom
$4.1M -$2.52M -27,383 -38%
ST
1071
Stifel Trust
Missouri
$4.1M -$260K -2,823 -6%
WCM
1072
Weston Capital Management
California
$4.1M -$63.1K -685 -2%
WCM
1073
Weik Capital Management
Pennsylvania
$4.1M +$2.03K +22 +0%
LPC
1074
Loeb Partners Corp
New York
$4.09M
JVBC
1075
J.V. Bruni & Co
Colorado
$4.08M +$35.2K +382 +0.9%

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.