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
FWP
1476
FAS Wealth Partners
Kansas
$1.44M +$1.45M +15,720 New
CHJWM
1477
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.44M -$13.6K -148 -0.9%
GA
1478
GFS Advisors
Texas
$1.43M -$3.02M -32,800 -68%
PFS
1479
Prospera Financial Services
Texas
$1.43M +$85.5K +928 +6%
FMLI
1480
Fukoku Mutual Life Insurance
Japan
$1.42M -$46.1K -500 -3%
MFIMFI
1481
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.42M
BT
1482
Bankers Trust
Iowa
$1.41M -$5.81K -63 -0.4%
JIM
1483
Jensen Investment Management
Oregon
$1.41M
AI
1484
ArchPoint Investors
Florida
$1.41M
WF
1485
WealthTrust Fairport
Ohio
$1.4M -$387K -4,197 -22%
KCM
1486
KSA Capital Management
New Jersey
$1.4M
PP
1487
Paloma Partners
Connecticut
$1.4M +$1.1M +11,931 +362%
RC
1488
Reik & Co
New York
$1.38M +$472K +5,120 +52%
JFA
1489
JNBA Financial Advisors
Minnesota
$1.37M -$9.49K -103 -0.7%
PCMC
1490
Paragon Capital Management (Colorado)
Colorado
$1.36M +$369 +4 +0%
JWM
1491
Jacobus Wealth Management
Wisconsin
$1.35M +$610K +6,614 +81%
ADMI
1492
Albert D. Mason Inc
Massachusetts
$1.34M -$369K -4,000 -21%
TCCM
1493
Timber Creek Capital Management
Massachusetts
$1.34M -$19.4K -210 -1%
AB
1494
AT Bancorp
Iowa
$1.32M +$34.9K +379 +3%
FFSOTS
1495
Fiduciary Financial Services of The Southwest
Texas
$1.31M +$30K +325 +2%
NGA
1496
Naples Global Advisors
Florida
$1.31M +$1.32M +14,327 New
TF
1497
Trutina Financial
Washington
$1.31M -$28.6K -310 -2%
VNIM
1498
Vaughan Nelson Investment Management
Texas
$1.3M -$13.7M -148,550 -91%
NSAA
1499
Noroian Steven A & Associates
California
$1.3M -$11.5K -125 -0.9%
HPBT
1500
High Point Bank & Trust
North Carolina
$1.3M -$18.5K -201 -1%

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.