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Johnson & Johnson

1,976 hedge funds and large institutions have $198B invested in Johnson & Johnson in 2014 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 732 increasing their positions, 972 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

8% more capital invested

Capital invested by funds: $185B → $198B (+$13.9B)

2% more funds holding in top 10

Funds holding in top 10: 675688 (+13)

0.49% more ownership

Funds ownership: 66.51%67% (+0.49%)

0% more funds holding

Funds holding: 1,9731,976 (+3)

25% less repeat investments, than reductions

Existing positions increased: 732 | Existing positions reduced: 972

26% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.48B

Holders
1,976
Holders Change
+3
Holders Change %
+0.15%
% of All Funds
56.77%
Holding in Top 10
688
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+1.93%
% of All Funds
19.76%
New
54
Increased
732
Reduced
972
Closed
41
Calls
$1.09B
Puts
$1.48B
Net Calls
-$385M
Net Calls Change
-$512M
Name Holding Trade Value Shares
Change
Change in
Stake
JVBC
1076
J.V. Bruni & Co
Colorado
$4.52M -$65.2K -645 -1%
SGCA
1077
Steel Grove Capital Advisors
Tennessee
$4.5M -$117K -1,159 -3%
KFP
1078
Keystone Financial Planning
Ohio
$4.5M -$600K -5,937 -12%
FBT
1079
First Bankers Trust
Kentucky
$4.49M -$98.5K -975 -2%
LNWWM
1080
Laird Norton Wetherby Wealth Management
California
$4.49M +$61K +604 +1%
NCM
1081
Narwhal Capital Management
Georgia
$4.47M -$210K -2,082 -5%
MHIM
1082
MacNealy Hoover Investment Management
Ohio
$4.47M -$93.5K -925 -2%
SCM
1083
Schnieders Capital Management
California
$4.46M +$1.08M +10,645 +33%
NAM
1084
NorthCoast Asset Management
Connecticut
$4.46M -$427K -4,222 -9%
MFS
1085
MSI Financial Services
Massachusetts
$4.45M -$110K -1,093 -3%
1GA
1086
1st Global Advisors
Texas
$4.41M -$80.7K -798 -2%
CICI
1087
Capital Investment Counsel Inc
North Carolina
$4.41M -$109K -1,080 -2%
BRWA
1088
B. Riley Wealth Advisors
Florida
$4.4M +$4.12M +40,781 +119%
ST
1089
Stifel Trust
Missouri
$4.39M -$45.1K -446 -1%
OCM
1090
Oakwood Capital Management
California
$4.38M +$330K +3,262 +8%
ACM
1091
Alpha Capital Management
Texas
$4.37M +$44K +435 +1%
CCM
1092
Channing Capital Management
Illinois
$4.36M
B
1093
Bailard
California
$4.36M +$229K +2,265 +6%
CT
1094
Coastline Trust
Rhode Island
$4.34M -$84.9K -840 -2%
ATC
1095
Adirondack Trust Company
New York
$4.33M -$4.55K -45 -0.1%
PMFA
1096
Plante Moran Financial Advisors
Michigan
$4.32M +$157K +1,553 +4%
SG
1097
Swarthmore Group
Pennsylvania
$4.31M -$182K -1,800 -4%
EAM
1098
EULAV Asset Management
Florida
$4.3M +$505K +5,000 +14%
LCM
1099
Lucas Capital Management
New Jersey
$4.29M +$50.5K +500 +1%
CSS
1100
Cubist Systematic Strategies
Connecticut
$4.28M +$4.13M +40,863 New

JNJ Hedge Fund Activity: Q2 2014 in Review

1,976 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q2 2014, worth a combined $198B — up 7.5% from $185B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new JNJ positions and 41 closed out — a net gain of 13 holders — while 732 added to existing stakes and 972 trimmed.

The largest buyer was Norges Bank, adding an estimated $2.09B. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $331M.

  • 1,976 institutional investors held Johnson & Johnson (JNJ) as of Q2 2014, up from 1,973 in Q1 2014.
  • Funds reported $198B of Johnson & Johnson stock for Q2 2014, up 7.5% quarter-over-quarter.
  • 54 funds opened new Johnson & Johnson positions in Q2 2014 and 41 closed out, a net change of +13 holders.
  • The largest Johnson & Johnson buyer in Q2 2014 was Norges Bank, an estimated $2.09B added.
  • The largest Johnson & Johnson seller in Q2 2014 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $331M sold.

Based on aggregated 13F filings for Q2 2014.