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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
EHWM
1376
Eads & Heald Wealth Management
Georgia
$2.24M -$171K -1,691 -7%
RC
1377
Roundview Capital
New Jersey
$2.21M +$42.4K +419 +2%
LOAMS
1378
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.21M +$2.15M +21,250 New
WOC
1379
West Oak Capital
California
$2.21M -$18.7K -185 -0.9%
GIS
1380
Guardian Investor Services
New York
$2.2M -$72.2K -714 -3%
GVT
1381
Genesee Valley Trust
New York
$2.2M +$440K +4,349 +26%
SIC
1382
Shoker Investment Counsel
Ohio
$2.2M +$12.9K +128 +0.6%
BFC
1383
Blue Fin Capital
Rhode Island
$2.19M -$45.5K -450 -2%
YL
1384
YCG LLC
Texas
$2.19M -$342K -3,380 -14%
HIM
1385
Hermes Investment Management
United Kingdom
$2.19M
MSR
1386
Main Street Research
Connecticut
$2.19M +$161K +1,597 +8%
FHC
1387
Forest Hill Capital
Arkansas
$2.18M
CC
1388
Columbia Capital
California
$2.17M +$6.77K +67 +0.3%
KB
1389
Kimelman & Baird
New York
$2.17M +$3.03K +30 +0.1%
FIM
1390
Fernwood Investment Management
Massachusetts
$2.17M +$5.05K +50 +0.2%
ALA
1391
Atherton Lane Advisers
California
$2.17M +$415K +4,108 +25%
BA
1392
Bennicas & Associates
California
$2.17M
SNBOSCI
1393
Security National Bank of Sioux City Iowa
Iowa
$2.16M +$12.6K +125 +0.6%
Capstone Investment Advisors
1394
Capstone Investment Advisors
New York
$2.16M +$2.09M +20,641 New
ZTNA
1395
Zions Trust National Association
Utah
$2.16M -$5.66K -56 -0.3%
PFC
1396
Poplar Forest Capital
California
$2.15M
TIA
1397
Tiemann Investment Advisors
California
$2.15M -$31.8K -315 -2%
WEC
1398
Winslow Evans & Crocker
Massachusetts
$2.15M -$37.3K -369 -2%
NCMW
1399
Northern Capital Management (Wisconsin)
Wisconsin
$2.13M -$159K -1,575 -7%
FCCM
1400
First City Capital Management
Georgia
$2.12M -$42.7K -422 -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.