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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
RHFI
1226
Reilly Herbert Faulkner III
$2.83M +$2.85M +30,915 New
MIC
1227
Meridian Investment Counsel
California
$2.83M +$2.85M +30,884 New
HCM
1228
Hillman Capital Management
Maryland
$2.82M -$7.65K -83 -0.3%
OA
1229
Outfitter Advisors
Virginia
$2.82M -$3.78K -41 -0.1%
MCM
1230
Maryland Capital Management
Maryland
$2.81M -$701K -7,606 -20%
SCM
1231
Schnieders Capital Management
California
$2.81M +$2.83M +30,662 New
DCM
1232
Dynamic Capital Management
Jersey
$2.81M +$1.05M +11,389 +59%
WC
1233
Whitnell & Co
Illinois
$2.8M -$106K -1,150 -4%
SAM
1234
Shamrock Asset Management
Texas
$2.79M +$321K +3,484 +13%
CA
1235
Cornerstone Advisors
North Carolina
$2.79M -$1.47M -16,000 -34%
MAA
1236
Mraz Amerine & Associates
California
$2.79M -$55.3K -600 -2%
OC
1237
Oarsman Capital
Wisconsin
$2.79M +$16.8K +182 +0.6%
GAM
1238
Garrison Asset Management
Arkansas
$2.79M -$38.5K -418 -1%
BT
1239
Beacon Trust
New Jersey
$2.79M +$169K +1,838 +6%
MCM
1240
Marathon Capital Management
Maryland
$2.78M -$10.4K -113 -0.4%
OCM
1241
Otter Creek Management
Florida
$2.77M +$18.4K +200 +0.7%
KAM
1242
Kokusai Asset Management
Japan
$2.77M -$369K -4,000 -12%
AW
1243
ACG Wealth
Georgia
$2.77M +$1.47M +15,995 +113%
AC
1244
Alleghany Corporation
New York
$2.75M
RPAM
1245
Rhenman & Partners Asset Management
Sweden
$2.75M +$2.76M +30,000 New
OIM
1246
Orca Investment Management
Oregon
$2.75M +$2.76M +29,993 New
HW
1247
Hancock Whitney
Mississippi
$2.74M -$513K -5,564 -16%
SIMM
1248
Stillwater Investment Management (Minnesota)
Minnesota
$2.74M +$2.76M +29,897 New
HCM
1249
Hollencrest Capital Management
California
$2.73M +$2.75M +29,834 New
HCM
1250
Hengehold Capital Management
Ohio
$2.73M -$52.5K -570 -2%

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.