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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
TCP
1376
TAMRO Capital Partners
Virginia
$1.97M -$259K -2,808 -12%
HSA
1377
HBK Sorce Advisory
Pennsylvania
$1.97M -$19.6K -213 -1%
MGIA
1378
Moneta Group Investment Advisors
Missouri
$1.96M -$135K -1,470 -6%
WEC
1379
Winslow Evans & Crocker
Massachusetts
$1.96M +$1.98M +21,442 New
GAM
1380
Guinness Asset Management
United Kingdom
$1.96M +$170K +1,850 +9%
DT
1381
Diversified Trust
Tennessee
$1.95M -$214K -2,327 -10%
MS
1382
Marshall & Sullivan
Washington
$1.95M +$25.4K +276 +1%
MC
1383
Miles Capital
Iowa
$1.94M +$421K +4,569 +28%
FBT
1384
Founders Bank & Trust
Michigan
$1.91M +$43.5K +472 +2%
FHC
1385
Forest Hill Capital
Arkansas
$1.91M
SNBOSCI
1386
Security National Bank of Sioux City Iowa
Iowa
$1.91M +$175K +1,895 +10%
LNC
1387
Lincoln National Corp
Pennsylvania
$1.91M +$1.93M +20,898 New
CCB
1388
Cutter & Co Brokerage
Missouri
$1.91M -$169K -1,836 -8%
MIC
1389
MU Investments Company
Japan
$1.91M +$9.22K +100 +0.5%
OIM
1390
Opus Investment Management
Massachusetts
$1.91M -$461K -5,000 -19%
HB
1391
Homrich & Berg
Georgia
$1.9M -$45.3K -491 -2%
KB
1392
Kimelman & Baird
New York
$1.9M
WIL
1393
Winifred I. Li
$1.9M -$38.1K -413 -2%
OA
1394
Oak Associates
Ohio
$1.9M +$1.91M +20,700 New
TIA
1395
Tiemann Investment Advisors
California
$1.89M +$1.91M +20,680 New
SIC
1396
Shoker Investment Counsel
Ohio
$1.89M +$1.9M +20,662 New
BST
1397
Bath Savings Trust
Maine
$1.86M -$163K -1,773 -8%
FCCM
1398
First City Capital Management
Georgia
$1.84M -$59.8K -649 -3%
NC
1399
Northpointe Capital
Michigan
$1.84M -$1.07M -11,650 -37%
RHBC
1400
R.H. Bluestein & Co
Michigan
$1.84M -$141K -1,525 -7%

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.