We are live on ! Find out more
JNJ icon

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
ASN
1401
Advisory Services Network
Georgia
$1.84M +$594K +6,443 +47%
ARMT
1402
Amica Retiree Medical Trust
Rhode Island
$1.84M +$1.85M +20,049 New
MAM
1403
Mizuho Asset Management
Japan
$1.83M -$21.8K -236 -1%
SIC
1404
Starr International Company
Switzerland
$1.83M
HFM
1405
Hartford Financial Management
Connecticut
$1.82M -$18K -195 -1%
FUBT
1406
First United Bank & Trust
Maryland
$1.82M +$11.1K +120 +0.6%
MMG
1407
Monetary Management Group
Missouri
$1.81M +$18.4K +200 +1%
FP
1408
Foundry Partners
Minnesota
$1.81M +$1.82M +19,750 New
BDF
1409
Balasa Dinverno & Foltz
$1.81M +$79.4K +862 +5%
WA
1410
Wheatland Advisors
Pennsylvania
$1.8M +$1.81M +19,655 New
CIC
1411
Chilton Investment Company
Connecticut
$1.79M -$4.47M -48,483 -71%
EIM
1412
Emerson Investment Management
Massachusetts
$1.79M -$57.6K -625 -3%
GVT
1413
Genesee Valley Trust
New York
$1.78M -$334K -3,625 -16%
SAMC
1414
Shinko Asset Management Company
Japan
$1.77M -$13.7K -149 -0.8%
AEPG
1415
American Economic Planning Group
New Jersey
$1.75M +$461 +5 +0%
GHA
1416
GW Henssler & Associates
Georgia
$1.74M -$32.9K -357 -2%
FFA
1417
Fragasso Financial Advisors
Pennsylvania
$1.74M +$1.75M +18,972 New
SCM
1418
Sterling Capital Management
North Carolina
$1.74M -$980K -10,639 -36%
AssetMark Inc
1419
AssetMark Inc
California
$1.73M -$44.9K -487 -3%
DAC
1420
Dividend Assets Capital
South Carolina
$1.73M -$21.2K -230 -1%
CCIA
1421
Campbell & Co Investment Adviser
Maryland
$1.73M +$1.74M +18,881 New
MPAM
1422
Murphy Pohlad Asset Management
Minnesota
$1.73M
WKA
1423
Wilson Kemp & Associates
Michigan
$1.73M +$359K +3,893 +26%
SFSIG
1424
San Francisco Sentry Investment Group
California
$1.72M -$73.9K -802 -4%
Harris Associates
1425
Harris Associates
Illinois
$1.71M

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.