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Johnson & Johnson

1,976 hedge funds and large institutions have $198B invested in Johnson & Johnson in 2014 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 732 increasing their positions, 972 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

8% more capital invested

Capital invested by funds: $185B → $198B (+$13.9B)

2% more funds holding in top 10

Funds holding in top 10: 675688 (+13)

0.49% more ownership

Funds ownership: 66.51%67% (+0.49%)

0% more funds holding

Funds holding: 1,9731,976 (+3)

25% less repeat investments, than reductions

Existing positions increased: 732 | Existing positions reduced: 972

26% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.48B

Holders
1,976
Holders Change
+3
Holders Change %
+0.15%
% of All Funds
56.77%
Holding in Top 10
688
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+1.93%
% of All Funds
19.76%
New
54
Increased
732
Reduced
972
Closed
41
Calls
$1.09B
Puts
$1.48B
Net Calls
-$385M
Net Calls Change
-$512M
Name Holding Trade Value Shares
Change
Change in
Stake
IT
1201
Independence Trust
Tennessee
$3.48M -$13.1K -130 -0.4%
AP
1202
Advisor Partners
California
$3.48M +$29.9K +296 +0.9%
EAM
1203
Evanson Asset Management
California
$3.48M +$32.5K +322 +1%
SWM
1204
SVA Wealth Management
Wisconsin
$3.45M +$28K +277 +0.8%
TCOTO
1205
Trust Company of the Ozarks
Missouri
$3.44M -$110K -1,087 -3%
BMM
1206
Buffington Mohr McNeal
Idaho
$3.44M -$9.6K -95 -0.3%
ACM
1207
Ativo Capital Management
Illinois
$3.41M +$3.3M +32,623 New
HAI
1208
Hennessy Advisors Inc
California
$3.41M -$243K -2,400 -7%
MCM
1209
McRae Capital Management
New Jersey
$3.41M +$5.05K +50 +0.2%
SCM
1210
Southport Capital Management
Tennessee
$3.38M -$74.6K -738 -2%
BA
1211
Bridgewater Advisors
New York
$3.38M -$63K -623 -2%
RP
1212
Riverbridge Partners
Minnesota
$3.36M -$804K -7,954 -20%
VFS
1213
VSR Financial Services
Kansas
$3.36M +$409K +4,043 +14%
SBWM
1214
Sunflower Bank Wealth Management
Arizona
$3.36M -$74.3K -735 -2%
COI
1215
Connable Office Inc
Michigan
$3.36M -$18.5K -183 -0.6%
CCM
1216
CrestPoint Capital Management
Missouri
$3.35M +$101K +1,000 +3%
GIM
1217
Guardian Investment Management
California
$3.35M
SACTSONJ
1218
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.34M
NMIFOAC
1219
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.34M
FMWA
1220
Forvis Mazars Wealth Advisors
Missouri
$3.33M -$374K -3,696 -10%
HK
1221
Horizon Kinetics
New York
$3.31M -$65.3K -646 -2%
RHFI
1222
Reilly Herbert Faulkner III
$3.31M +$9.9K +98 +0.3%
LJAC
1223
L.J. Altfest & Co
New York
$3.31M +$6.77K +67 +0.2%
PIM
1224
Profit Investment Management
Maryland
$3.3M +$3.19M +31,575 New
ECAM
1225
East Coast Asset Management
Massachusetts
$3.29M +$56.8K +562 +2%

JNJ Hedge Fund Activity: Q2 2014 in Review

1,976 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q2 2014, worth a combined $198B — up 7.5% from $185B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new JNJ positions and 41 closed out — a net gain of 13 holders — while 732 added to existing stakes and 972 trimmed.

The largest buyer was Norges Bank, adding an estimated $2.09B. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $331M.

  • 1,976 institutional investors held Johnson & Johnson (JNJ) as of Q2 2014, up from 1,973 in Q1 2014.
  • Funds reported $198B of Johnson & Johnson stock for Q2 2014, up 7.5% quarter-over-quarter.
  • 54 funds opened new Johnson & Johnson positions in Q2 2014 and 41 closed out, a net change of +13 holders.
  • The largest Johnson & Johnson buyer in Q2 2014 was Norges Bank, an estimated $2.09B added.
  • The largest Johnson & Johnson seller in Q2 2014 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $331M sold.

Based on aggregated 13F filings for Q2 2014.