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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
HDIM
1501
Hanson & Doremus Investment Management
Vermont
$1.3M -$17.5K -190 -1%
IWC
1502
Integrated Wealth Counsel
California
$1.29M -$93.7K -1,017 -7%
BGDI
1503
BW Gestao de Investimentos
Brazil
$1.28M +$1.29M +14,035 New
CAL
1504
Capital Analysts LLC
Pennsylvania
$1.28M +$123K +1,340 +11%
MWM
1505
Modera Wealth Management
New Jersey
$1.28M +$532K +5,769 +71%
KIG
1506
Kessler Investment Group
Indiana
$1.27M -$62.6K -679 -5%
IIM
1507
Intact Investment Management
Quebec, Canada
$1.26M
FHC
1508
First Heartland Consultants
Missouri
$1.26M +$66.3K +719 +5%
HCM
1509
Hutchinson Capital Management
California
$1.26M -$11.5K -125 -0.9%
HIM
1510
Hermes Investment Management
United Kingdom
$1.25M +$1.26M +13,700 New
FFC
1511
First Financial Corp
Indiana
$1.25M -$354K -3,839 -22%
PG
1512
Proffitt & Goodson
Tennessee
$1.25M +$33K +358 +3%
SIC
1513
SFE Investment Counsel
California
$1.24M +$17K +185 +1%
HCA
1514
Horan Capital Advisors
Ohio
$1.24M +$41K +445 +3%
ANB
1515
Amarillo National Bank
Texas
$1.23M +$228K +2,475 +23%
FC
1516
Fayerweather Charles
$1.23M +$77.4K +840 +7%
KFA
1517
Kelleher Financial Advisors
New York
$1.23M
BOS
1518
Bank of Stockton
California
$1.22M -$38.7K -420 -3%
CC
1519
Cipher Capital
New York
$1.22M +$389K +4,219 +46%
CISOA
1520
Capital Investment Services of America
Wisconsin
$1.21M -$69.1K -750 -5%
WCA
1521
Waratah Capital Advisors
Ontario, Canada
$1.21M +$1.22M +13,200 New
NAM
1522
NorthCoast Asset Management
Connecticut
$1.2M +$339K +3,675 +39%
HCA
1523
Harbour Capital Advisors
Virginia
$1.19M +$80.1K +869 +7%
MPWT
1524
MassMutual Private Wealth & Trust
Connecticut
$1.18M +$1.19M +12,927 New
ACM
1525
Advisors Capital Management
New Jersey
$1.17M +$55.8K +606 +5%

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.