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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
SCM
1201
Southport Capital Management
Tennessee
$3.02M -$42.4K -460 -1%
SBWM
1202
Sunflower Bank Wealth Management
Arizona
$3.02M -$49K -532 -2%
BA
1203
Bridgewater Advisors
New York
$3M +$3.02M +32,799 New
MFS
1204
MSI Financial Services
Massachusetts
$3M +$138K +1,498 +5%
SMM
1205
Stadion Money Management
Georgia
$3M +$179K +1,941 +6%
AIM
1206
Acropolis Investment Management
Missouri
$3M -$310K -3,362 -9%
NAMA
1207
Nikko Asset Management Americas
New York
$2.99M -$147K -1,600 -5%
HK
1208
Horizon Kinetics
New York
$2.99M +$129K +1,400 +4%
LJAC
1209
L.J. Altfest & Co
New York
$2.98M +$3M +32,570 New
MNBTD
1210
Moody National Bank Trust Division
Texas
$2.97M -$12.4K -135 -0.4%
ANRIA
1211
American National Registered Investment Advisor
Texas
$2.96M -$16.6K -180 -0.6%
VFS
1212
VSR Financial Services
Kansas
$2.95M -$170K -1,845 -5%
GIM
1213
Guardian Investment Management
California
$2.95M +$184K +2,000 +7%
MC
1214
Middleton & Co
Massachusetts
$2.94M -$65.7K -713 -2%
CCM
1215
CrestPoint Capital Management
Missouri
$2.93M +$2.95M +32,030 New
SACTSONJ
1216
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.92M
NMIFOAC
1217
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.92M
SCG
1218
Strategic Capital Group
Washington
$2.92M -$1.53M -16,581 -34%
WC
1219
Whitney & Co
New York
$2.91M +$121K +1,317 +4%
AP
1220
Advisor Partners
California
$2.91M +$311K +3,375 +12%
HRC
1221
Hoertkorn Richard Charles
$2.9M +$2.92M +31,713 New
CWM
1222
Calamos Wealth Management
Illinois
$2.87M +$47.7K +518 +2%
ECAM
1223
East Coast Asset Management
Massachusetts
$2.86M +$45.6K +495 +2%
BIM
1224
Beach Investment Management
Pennsylvania
$2.85M -$754K -8,180 -21%
BIM
1225
Barton Investment Management
Pennsylvania
$2.84M +$221K +2,400 +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.