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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
MAM
1426
Meeder Asset Management
Ohio
$1.71M +$1.24M +13,490 +259%
SSWM
1427
Smith Salley Wealth Management
North Carolina
$1.71M +$197K +2,135 +13%
BJL
1428
Brighton Jones LLC
Washington
$1.71M +$311K +3,376 +21%
UBWV
1429
United Bank (West Virginia)
West Virginia
$1.71M -$47.1K -511 -3%
SSWM
1430
Sheets Smith Wealth Management
North Carolina
$1.69M -$60.5K -657 -3%
CC
1431
Columbia Capital
California
$1.66M +$11.7K +127 +0.7%
CIS
1432
Connors Investor Services
Pennsylvania
$1.66M -$3.23K -35 -0.2%
KCPG
1433
Kavar Capital Partners Group
Kansas
$1.66M +$1.67M +18,075 New
Pacer Advisors
1434
Pacer Advisors
Pennsylvania
$1.65M +$1.45M +15,756 New
JG
1435
Jefferies Group
New York
$1.65M -$1.7M -18,478 -51%
GT
1436
Greenleaf Trust
Michigan
$1.64M -$1.12M -12,149 -40%
TCM
1437
Telos Capital Management
California
$1.63M -$614K -6,665 -27%
PWS
1438
Peloton Wealth Strategists
Indiana
$1.63M
IB
1439
Intrust Bank
Kansas
$1.61M -$64.3K -698 -4%
OFS
1440
Orrstown Financial Services
Pennsylvania
$1.61M +$30.2K +328 +2%
BP
1441
Ballentine Partners
Massachusetts
$1.61M -$152K -1,645 -9%
FLPIM
1442
F.L. Putnam Investment Management
Massachusetts
$1.61M -$309K -3,350 -16%
HL
1443
HeadInvest LLC
Maine
$1.6M -$148K -1,605 -8%
SNBOSD
1444
Security National Bank of So Dak
Iowa
$1.6M +$29.5K +320 +2%
TWI
1445
Thomas White International
Illinois
$1.6M -$1.21M -13,135 -43%
GCM
1446
Glynn Capital Management
California
$1.6M
PL
1447
Plancorp LLC
Missouri
$1.59M +$1.6M +17,386 New
ALA
1448
Atherton Lane Advisers
California
$1.59M +$82.9K +900 +5%
CPA
1449
Cowen Prime Advisors
New York
$1.58M -$20.2K -219 -1%
RC
1450
Roundview Capital
New Jersey
$1.58M -$13.8K -150 -0.9%

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.