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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
MPIA
1176
Mountain Pacific Investment Advisers
Idaho
$3.14M -$54.6K -593 -2%
TSWM
1177
Triangle Securities Wealth Management
North Carolina
$3.13M -$33.9K -368 -1%
FC
1178
FIC Capital
New York
$3.13M -$52.1K -565 -2%
VNA
1179
VNBTrust National Association
Virginia
$3.13M -$224K -2,428 -7%
LIM
1180
Leavell Investment Management
Alabama
$3.13M -$217K -2,350 -6%
FMC
1181
First Merchants Corp
Indiana
$3.13M -$231K -2,507 -7%
MM
1182
Midas Management
New York
$3.12M
PWM
1183
Perigon Wealth Management
California
$3.12M +$3.14M +34,065 New
RT
1184
Reliance Trust
Georgia
$3.1M -$200K -2,172 -6%
CYG
1185
Clean Yield Group
Vermont
$3.1M -$2.67M -28,985 -46%
EAM
1186
Evanson Asset Management
California
$3.1M +$3.11M +33,788 New
NIS
1187
National Investment Services
Wisconsin
$3.09M
BRWA
1188
B. Riley Wealth Advisors
Florida
$3.08M +$364K +3,954 +13%
TCOTO
1189
Trust Company of the Ozarks
Missouri
$3.08M -$163K -1,772 -5%
OCM
1190
Orleans Capital Management
Louisiana
$3.08M -$36.8K -399 -1%
MYAM
1191
Meiji Yasuda Asset Management
Japan
$3.07M -$273K -2,961 -8%
AB
1192
Atlas Brown
Kentucky
$3.07M -$259K -2,811 -8%
COI
1193
Connable Office Inc
Michigan
$3.06M -$16.7K -181 -0.5%
SFT
1194
Simmons First Trust
Arkansas
$3.05M -$674K -7,316 -18%
GIM
1195
Groesbeck Investment Management
New Jersey
$3.05M -$1.38M -15,000 -31%
IT
1196
Independence Trust
Tennessee
$3.04M +$84.3K +915 +3%
LW
1197
Linscomb Wealth
Texas
$3.04M -$160K -1,738 -5%
Jennison Associates
1198
Jennison Associates
New York
$3.03M -$176K -1,906 -5%
MCM
1199
McRae Capital Management
New Jersey
$3.02M -$19.1K -207 -0.6%
BMM
1200
Buffington Mohr McNeal
Idaho
$3.02M -$78.3K -850 -3%

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.