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Johnson & Johnson

2,121 hedge funds and large institutions have $206B invested in Johnson & Johnson in 2014 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 782 increasing their positions, 910 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 51

7% more funds holding

Funds holding: 1,9882,121 (+133)

4% more capital invested

Capital invested by funds: $199B → $206B (+$7.19B)

0.1% less ownership

Funds ownership: 66.11%66.01% (-0.1%)

8% less funds holding in top 10

Funds holding in top 10: 720659 (-61)

14% less repeat investments, than reductions

Existing positions increased: 782 | Existing positions reduced: 910

34% less call options, than puts

Call options by funds: $1.66B | Put options by funds: $2.52B

Holders
2,121
Holders Change
+133
Holders Change %
+6.69%
% of All Funds
56.54%
Holding in Top 10
659
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-8.47%
% of All Funds
17.57%
New
206
Increased
782
Reduced
910
Closed
51
Calls
$1.66B
Puts
$2.52B
Net Calls
-$858M
Net Calls Change
-$373M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1101
Plante Moran Financial Advisors
Michigan
$4.41M +$121K +1,147 +3%
P
1102
Pitcairn
Pennsylvania
$4.41M +$23.8K +226 +0.5%
JVBC
1103
J.V. Bruni & Co
Colorado
$4.39M -$137K -1,299 -3%
FANJ
1104
Financial Architects (New Jersey)
New Jersey
$4.39M +$165K +1,567 +4%
LCM
1105
Lucas Capital Management
New Jersey
$4.39M +$90.1K +855 +2%
MHIM
1106
MacNealy Hoover Investment Management
Ohio
$4.35M -$103K -975 -2%
FM
1107
Foster & Motley
Ohio
$4.33M -$1.5M -14,213 -26%
AIM
1108
AMI Investment Management
Indiana
$4.33M -$13.2K -125 -0.3%
GIM
1109
Grassi Investment Management
California
$4.32M -$3.01M -28,589 -41%
VV
1110
Verity & Verity
South Carolina
$4.3M +$49.2K +467 +1%
LOAMS
1111
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.3M -$33.8M -320,462 -89%
MKC
1112
M. Kraus & Co
Vermont
$4.29M -$17.9K -170 -0.4%
OIM
1113
Opus Investment Management
Massachusetts
$4.27M
ATC
1114
Adirondack Trust Company
New York
$4.25M -$51K -484 -1%
ECM
1115
Exchange Capital Management
Michigan
$4.24M +$99.1K +940 +2%
TC
1116
Taylor Cottrill
New Hampshire
$4.23M +$54.8K +520 +1%
NCM
1117
Narwhal Capital Management
Georgia
$4.21M -$236K -2,240 -5%
ACM
1118
Alpha Capital Management
Texas
$4.21M +$738 +7 +0%
B
1119
Bailard
California
$4.2M +$2.95K +28 +0.1%
CCT
1120
Capital City Trust
Florida
$4.2M -$8.11K -77 -0.2%
ABI
1121
Adamant Biomedical Investments
Switzerland
$4.18M -$527K -5,000 -11%
SCM
1122
Sio Capital Management
New York
$4.18M +$4.22M +40,000 New
GIM
1123
Guardian Investment Management
California
$4.18M +$843K +8,000 +25%
ADBIC
1124
A.D. Beadell Investment Counsel
Wisconsin
$4.18M +$35.8K +340 +0.9%
EVC
1125
Eidelman Virant Capital
Missouri
$4.18M +$41.1K +390 +1%

JNJ Hedge Fund Activity: Q4 2014 in Review

2,121 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q4 2014, worth a combined $206B — up 3.6% from $199B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new JNJ positions and 51 closed out — a net gain of 155 holders — while 782 added to existing stakes and 910 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $920M. The largest seller was T. Rowe Price Associates, cutting an estimated $652M.

  • 2,121 institutional investors held Johnson & Johnson (JNJ) as of Q4 2014, up from 1,988 in Q3 2014.
  • Funds reported $206B of Johnson & Johnson stock for Q4 2014, up 3.6% quarter-over-quarter.
  • 206 funds opened new Johnson & Johnson positions in Q4 2014 and 51 closed out, a net change of +155 holders.
  • The largest Johnson & Johnson buyer in Q4 2014 was Fidelity Investments, an estimated $920M added.
  • The largest Johnson & Johnson seller in Q4 2014 was T. Rowe Price Associates, an estimated $652M sold.

Based on aggregated 13F filings for Q4 2014.