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Johnson & Johnson

2,121 hedge funds and large institutions have $206B invested in Johnson & Johnson in 2014 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 782 increasing their positions, 910 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 51

7% more funds holding

Funds holding: 1,9882,121 (+133)

4% more capital invested

Capital invested by funds: $199B → $206B (+$7.19B)

0.1% less ownership

Funds ownership: 66.11%66.01% (-0.1%)

8% less funds holding in top 10

Funds holding in top 10: 720659 (-61)

14% less repeat investments, than reductions

Existing positions increased: 782 | Existing positions reduced: 910

34% less call options, than puts

Call options by funds: $1.66B | Put options by funds: $2.52B

Holders
2,121
Holders Change
+133
Holders Change %
+6.69%
% of All Funds
56.54%
Holding in Top 10
659
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-8.47%
% of All Funds
17.57%
New
206
Increased
782
Reduced
910
Closed
51
Calls
$1.66B
Puts
$2.52B
Net Calls
-$858M
Net Calls Change
-$373M
Name Holding Trade Value Shares
Change
Change in
Stake
YL
1401
YCG LLC
Texas
$2.29M +$105K +1,000 +5%
GVT
1402
Genesee Valley Trust
New York
$2.27M +$27.2K +258 +1%
OA
1403
Oak Associates
Ohio
$2.27M
VNB
1404
Valley National Bancorp
New York
$2.25M -$102K -964 -4%
SSI
1405
Scott & Selber Inc
Texas
$2.24M +$4.85K +46 +0.2%
BDF
1406
Balasa Dinverno & Foltz
$2.24M +$89.5K +849 +4%
PC
1407
Palo Capital
California
$2.23M +$2.25M +21,354 New
WOC
1408
West Oak Capital
California
$2.23M +$33.9K +322 +2%
AWA
1409
AmeriServ Wealth Advisors
Pennsylvania
$2.22M +$124K +1,177 +6%
RC
1410
Roundview Capital
New Jersey
$2.22M +$3.69K +35 +0.2%
BKA
1411
Brick & Kyle Associates
Pennsylvania
$2.21M +$2.22M +21,113 New
PCM
1412
Princeton Capital Management
New Jersey
$2.21M +$1.42M +13,503 +178%
FPCG
1413
Fort Pitt Capital Group
Pennsylvania
$2.2M +$53.7K +510 +2%
BSW
1414
Buckingham Strategic Wealth
Missouri
$2.2M +$255K +2,418 +13%
BFC
1415
Blue Fin Capital
Rhode Island
$2.2M -$3.16K -30 -0.1%
FDCC
1416
Foster Dykema Cabot & Co
Massachusetts
$2.19M -$75.3K -715 -3%
SIC
1417
Shoker Investment Counsel
Ohio
$2.19M -$6.22K -59 -0.3%
FHC
1418
Forest Hill Capital
Arkansas
$2.18M
DMC
1419
Drexel Morgan & Co
Pennsylvania
$2.18M -$5.27K -50 -0.2%
DBIA
1420
Dumont & Blake Investment Advisors
New Jersey
$2.17M -$8.75K -83 -0.4%
WEC
1421
Winslow Evans & Crocker
Massachusetts
$2.16M +$44.5K +422 +2%
GCP
1422
GSA Capital Partners
United Kingdom
$2.15M -$2.45M -23,206 -53%
Simplex Trading
1423
Simplex Trading
Illinois
$2.15M +$2.17M +20,588 New
BBNB
1424
Baker Boyer National Bank
Washington
$2.15M -$243K -2,304 -10%
RIA
1425
Regal Investment Advisors
Michigan
$2.15M +$159K +1,507 +8%

JNJ Hedge Fund Activity: Q4 2014 in Review

2,121 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q4 2014, worth a combined $206B — up 3.6% from $199B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new JNJ positions and 51 closed out — a net gain of 155 holders — while 782 added to existing stakes and 910 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $920M. The largest seller was T. Rowe Price Associates, cutting an estimated $652M.

  • 2,121 institutional investors held Johnson & Johnson (JNJ) as of Q4 2014, up from 1,988 in Q3 2014.
  • Funds reported $206B of Johnson & Johnson stock for Q4 2014, up 3.6% quarter-over-quarter.
  • 206 funds opened new Johnson & Johnson positions in Q4 2014 and 51 closed out, a net change of +155 holders.
  • The largest Johnson & Johnson buyer in Q4 2014 was Fidelity Investments, an estimated $920M added.
  • The largest Johnson & Johnson seller in Q4 2014 was T. Rowe Price Associates, an estimated $652M sold.

Based on aggregated 13F filings for Q4 2014.