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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
FIM
1251
Fernwood Investment Management
Massachusetts
$2.72M +$2.74M +29,701 New
WAM
1252
Weatherly Asset Management
California
$2.71M -$11.3K -123 -0.4%
TCOT
1253
Trust Company of Toledo
Ohio
$2.71M +$422K +4,576 +18%
GA
1254
Geller Advisors
New York
$2.71M -$133K -1,438 -5%
CIM
1255
CIM Investment Management
Pennsylvania
$2.71M +$182K +1,980 +7%
IAM
1256
Integre Asset Management
New York
$2.69M -$71.1K -771 -3%
PIA
1257
Peachtree Investment Advisors
Georgia
$2.69M +$2.71M +29,408 New
CHC
1258
City Holding Co
West Virginia
$2.69M +$2.71M +29,385 New
FBC
1259
Fairfield, Bush & Co
Connecticut
$2.69M -$4.73M -51,277 -64%
NERM
1260
New England Research & Management
Illinois
$2.69M +$2.71M +29,357 New
FAB
1261
First American Bank
Illinois
$2.69M +$25.8K +280 +1%
HCM
1262
Harvest Capital Management
New Hampshire
$2.67M
WA
1263
Whitebox Advisors
Minnesota
$2.64M +$1.15M +12,504 +77%
DSC
1264
Duncker Streett & Co
Missouri
$2.62M +$120K +1,302 +5%
VIP
1265
Vantage Investment Partners
Missouri
$2.61M +$13.5K +147 +0.5%
STB
1266
S&T Bank
Pennsylvania
$2.61M +$85.5K +928 +3%
SWM
1267
SVA Wealth Management
Wisconsin
$2.6M +$2.62M +28,443 New
AAM
1268
Aureus Asset Management
Massachusetts
$2.6M -$68.2K -740 -3%
ANBTV
1269
American National Bank & Trust (Virginia)
Virginia
$2.6M -$137K -1,491 -5%
AM
1270
Account Management
Massachusetts
$2.59M -$295K -3,200 -10%
SCM
1271
Stellar Capital Management
Arizona
$2.59M +$2.61M +28,322 New
LS
1272
Livforsakringsbolaget Skandia
Sweden
$2.59M -$814K -8,829 -24%
UR
1273
USCA RIA
Texas
$2.59M +$43.3K +470 +2%
SWM
1274
Segment Wealth Management
Texas
$2.59M +$105K +1,134 +4%
ANTB
1275
AMG National Trust Bank
Colorado
$2.58M +$4.05K +44 +0.2%

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.