We are live on ! Find out more
JNJ icon

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
BBI
1076
Baxter Bros Inc
Connecticut
$4.07M +$111K +1,207 +3%
ISB
1077
Iowa State Bank
Iowa
$4.05M +$70.5K +765 +2%
HC
1078
Hourglass Capital
Texas
$4.04M -$403K -4,370 -9%
RWM
1079
Rench Wealth Management
Texas
$4.04M +$4.06M +44,061 New
FBT
1080
First Bankers Trust
Kentucky
$4.01M +$16.1K +175 +0.4%
MC
1081
Mathes Company
New York
$4.01M +$1.2M +12,975 +42%
PAAMCP
1082
Pacific Alternative Asset Management Company (PAAMCO)
California
$4M +$4.03M +43,732 New
MHIM
1083
MacNealy Hoover Investment Management
Ohio
$4M +$4.02M +43,634 New
BFEC
1084
Benjamin F. Edwards & Company
Missouri
$3.99M +$194K +2,108 +5%
1GA
1085
1st Global Advisors
Texas
$3.98M +$60.6K +658 +2%
LNWWM
1086
Laird Norton Wetherby Wealth Management
California
$3.96M +$88.3K +958 +2%
PWM
1087
ParenteBeard Wealth Management
Pennsylvania
$3.96M +$1.57M +16,989 +65%
PMFA
1088
Plante Moran Financial Advisors
Michigan
$3.94M +$77.8K +844 +2%
CICI
1089
Capital Investment Counsel Inc
North Carolina
$3.94M -$54.7K -594 -1%
BCMO
1090
Buckingham Capital Management (Ohio)
Ohio
$3.93M +$18.2K +198 +0.5%
WFG
1091
Wills Financial Group
Virginia
$3.91M +$3.94M +42,718 New
LCP
1092
Legacy Capital Partners
Wisconsin
$3.88M -$194K -2,100 -5%
FA
1093
FCG Advisors
New Jersey
$3.88M +$80.5K +874 +2%
CT
1094
Coastline Trust
Rhode Island
$3.87M +$64.5K +700 +2%
EVC
1095
Eidelman Virant Capital
Missouri
$3.85M -$27.6K -300 -0.7%
WS
1096
Wedbush Securities
California
$3.82M +$71.3K +774 +2%
MFW
1097
Meristem Family Wealth
Minnesota
$3.82M -$90.6K -983 -2%
CCM
1098
Channing Capital Management
Illinois
$3.81M
IC
1099
InterOcean Capital
Illinois
$3.81M -$278K -3,018 -7%
Jane Street
1100
Jane Street
New York
$3.78M +$2.78M +30,152 +271%

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.