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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
MSS
1151
Mitchell Sinkler & Starr
Pennsylvania
$3.34M -$365K -3,960 -10%
PFSC
1152
Peoples Financial Services Corp
Pennsylvania
$3.34M +$3.36M +36,441 New
KTC
1153
Kistler-Tiffany Companies
Pennsylvania
$3.33M -$2.3K -25 -0.1%
CCM
1154
Crossvault Capital Management
Texas
$3.31M +$3.33M +36,151 New
ICAS
1155
Investors Capital Advisory Services
Massachusetts
$3.31M +$291K +3,159 +10%
MSU
1156
Maple Securities USA
New Jersey
$3.31M -$13.5M -146,268 -80%
EAM
1157
EULAV Asset Management
Florida
$3.31M
GP
1158
Girard Partners
Pennsylvania
$3.3M +$3.32M +36,027 New
HC
1159
Highmount Capital
New York
$3.27M +$173K +1,880 +6%
SIG
1160
Schaller Investment Group
North Carolina
$3.26M +$461 +5 +0%
TIC
1161
Trees Investment Counsel
Illinois
$3.26M -$13.8K -150 -0.4%
Envestnet Asset Management
1162
Envestnet Asset Management
Illinois
$3.26M +$264K +2,866 +9%
AIP
1163
ARS Investment Partners
New York
$3.23M -$424K -4,606 -12%
MCM
1164
Manchester Capital Management
Vermont
$3.21M -$92.1K -999 -3%
MFP
1165
Michael F. Price
$3.21M
BWAM
1166
Boyd Watterson Asset Management
Ohio
$3.2M -$114K -1,232 -3%
NIC
1167
Northwest Investment Counselors
Oregon
$3.2M +$26.4K +287 +0.8%
BCA
1168
Benchmark Capital Advisors
New York
$3.19M -$157K -1,700 -5%
AWA
1169
AmeriServ Wealth Advisors
Pennsylvania
$3.18M +$34.2K +371 +1%
AI
1170
Atria Investments
North Carolina
$3.18M +$50.6K +549 +2%
OCG
1171
Opus Capital Group
Ohio
$3.18M +$108K +1,176 +4%
HI
1172
Hendershot Investments
Virginia
$3.17M +$25.6K +278 +0.8%
Arrowstreet Capital
1173
Arrowstreet Capital
Massachusetts
$3.15M -$56.7M -614,857 -95%
FMWA
1174
Forvis Mazars Wealth Advisors
Missouri
$3.15M +$7.83K +85 +0.2%
TTWM
1175
TCV Trust & Wealth Management
Virginia
$3.15M +$231K +2,509 +8%

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.