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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
ATC
1126
Adirondack Trust Company
New York
$3.55M +$63.6K +690 +2%
Dodge & Cox
1127
Dodge & Cox
California
$3.54M -$9.22K -100 -0.3%
PC
1128
Pecaut & Co
Iowa
$3.53M +$3.56M +38,578 New
UF
1129
Univest Financial
Pennsylvania
$3.52M +$23.3K +253 +0.7%
ICOA
1130
Investment Centers of America
North Dakota
$3.5M -$2.45M -26,569 -40%
TWA
1131
TCI Wealth Advisors
Arizona
$3.49M +$82.4K +894 +2%
VV
1132
Verity & Verity
South Carolina
$3.49M -$149K -1,622 -4%
ACM
1133
Alpha Capital Management
Texas
$3.48M -$60.8K -660 -2%
NJBEST
1134
New Jersey Better Educational Savings Trust
New Jersey
$3.48M -$184K -2,000 -5%
UFG
1135
United Fire Group
Iowa
$3.48M
PTC
1136
Private Trust Company
Ohio
$3.48M +$657K +7,133 +23%
FCT
1137
Family Capital Trust
Massachusetts
$3.48M
ACM
1138
Argyle Capital Management
Pennsylvania
$3.46M -$130K -1,407 -4%
TBA
1139
Train Babcock Advisors
New York
$3.44M -$140K -1,521 -4%
PAIM
1140
Punch & Associates Investment Management
Minnesota
$3.44M -$43.4K -471 -1%
OMCS
1141
Old Mutual Customised Solutions
South Africa
$3.42M +$55.3K +600 +2%
DBT
1142
Dubuque Bank & Trust
Iowa
$3.41M +$70K +760 +2%
PAI
1143
Pittenger & Anderson Inc
Nebraska
$3.41M +$149K +1,614 +5%
JAM
1144
Jolley Asset Management
North Carolina
$3.4M -$11.3K -123 -0.3%
LC
1145
Lilley & Co
Michigan
$3.39M +$11.4K +124 +0.3%
CMBA
1146
C.M. Bidwell & Associates
Hawaii
$3.38M
SAS
1147
Spectrum Advisory Services
Georgia
$3.38M +$42.9K +465 +1%
PWW
1148
Pettyjohn Wood & White
Virginia
$3.38M -$75.2K -816 -2%
JIC
1149
Joel Isaacson & Co
New York
$3.37M +$63.3K +687 +2%
PHIMC
1150
Private Harbour Investment Management & Counsel
Ohio
$3.35M

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.