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Johnson & Johnson

2,121 hedge funds and large institutions have $206B invested in Johnson & Johnson in 2014 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 782 increasing their positions, 910 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 51

7% more funds holding

Funds holding: 1,9882,121 (+133)

4% more capital invested

Capital invested by funds: $199B → $206B (+$7.19B)

0.1% less ownership

Funds ownership: 66.11%66.01% (-0.1%)

8% less funds holding in top 10

Funds holding in top 10: 720659 (-61)

14% less repeat investments, than reductions

Existing positions increased: 782 | Existing positions reduced: 910

34% less call options, than puts

Call options by funds: $1.66B | Put options by funds: $2.52B

Holders
2,121
Holders Change
+133
Holders Change %
+6.69%
% of All Funds
56.54%
Holding in Top 10
659
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-8.47%
% of All Funds
17.57%
New
206
Increased
782
Reduced
910
Closed
51
Calls
$1.66B
Puts
$2.52B
Net Calls
-$858M
Net Calls Change
-$373M
Name Holding Trade Value Shares
Change
Change in
Stake
HC
1201
Highmount Capital
New York
$3.59M +$11.7K +111 +0.3%
CPA
1202
Capital Planning Advisors
California
$3.59M +$3.62M +34,337 New
MPWT
1203
MassMutual Private Wealth & Trust
Connecticut
$3.58M -$2.36M -22,441 -40%
MCM
1204
McRae Capital Management
New Jersey
$3.58M +$160K +1,516 +5%
TWA
1205
TCI Wealth Advisors
Arizona
$3.56M -$4.74K -45 -0.1%
PFSC
1206
Peoples Financial Services Corp
Pennsylvania
$3.55M +$149K +1,410 +4%
SG
1207
Swarthmore Group
Pennsylvania
$3.55M -$738K -7,000 -17%
Jennison Associates
1208
Jennison Associates
New York
$3.54M -$148K -1,405 -4%
TCOTO
1209
Trust Company of the Ozarks
Missouri
$3.54M +$102K +970 +3%
TSWM
1210
Triangle Securities Wealth Management
North Carolina
$3.53M -$57.8K -548 -2%
BCA
1211
Benchmark Capital Advisors
New York
$3.51M -$126K -1,200 -3%
VIP
1212
Vantage Investment Partners
Missouri
$3.51M +$23.9K +227 +0.7%
FMWA
1213
Forvis Mazars Wealth Advisors
Missouri
$3.51M +$190K +1,804 +6%
WAM
1214
Wood Asset Management
Florida
$3.49M -$5.53M -52,520 -61%
TIC
1215
Trees Investment Counsel
Illinois
$3.48M -$10.5K -100 -0.3%
HI
1216
Hendershot Investments
Virginia
$3.48M -$65.1K -618 -2%
CCM
1217
CrestPoint Capital Management
Missouri
$3.48M +$137K +1,300 +4%
LA
1218
LVW Advisors
New York
$3.48M +$3.5M +33,234 New
SMM
1219
Stadion Money Management
Georgia
$3.47M +$366K +3,469 +12%
SWM
1220
SVA Wealth Management
Wisconsin
$3.46M -$91.1K -864 -3%
AB
1221
Atlas Brown
Kentucky
$3.46M -$26.5K -251 -0.8%
CFA
1222
Carroll Financial Associates
North Carolina
$3.45M -$5.41M -51,296 -60%
NAMA
1223
Nikko Asset Management Americas
New York
$3.44M +$169K +1,600 +5%
NFG
1224
Next Financial Group
Texas
$3.44M -$2.38M -22,546 -41%
AIM
1225
Acropolis Investment Management
Missouri
$3.43M -$175K -1,662 -5%

JNJ Hedge Fund Activity: Q4 2014 in Review

2,121 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q4 2014, worth a combined $206B — up 3.6% from $199B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new JNJ positions and 51 closed out — a net gain of 155 holders — while 782 added to existing stakes and 910 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $920M. The largest seller was T. Rowe Price Associates, cutting an estimated $652M.

  • 2,121 institutional investors held Johnson & Johnson (JNJ) as of Q4 2014, up from 1,988 in Q3 2014.
  • Funds reported $206B of Johnson & Johnson stock for Q4 2014, up 3.6% quarter-over-quarter.
  • 206 funds opened new Johnson & Johnson positions in Q4 2014 and 51 closed out, a net change of +155 holders.
  • The largest Johnson & Johnson buyer in Q4 2014 was Fidelity Investments, an estimated $920M added.
  • The largest Johnson & Johnson seller in Q4 2014 was T. Rowe Price Associates, an estimated $652M sold.

Based on aggregated 13F filings for Q4 2014.