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
BIM
1551
Bridgecreek Investment Management
Oklahoma
$1.03M +$19.4K +210 +2%
AAM
1552
Autus Asset Management
Arizona
$1.03M -$122K -1,319 -10%
SMG
1553
Spectrum Management Group
Indiana
$1.03M +$1.04M +11,253 New
EGA
1554
E&G Advisors
Texas
$1.03M +$1.03M +11,230 New
PCA
1555
Private Capital Advisors
Connecticut
$1.03M +$2.03K +22 +0.2%
LG
1556
Laidlaw Group
New York
$1.02M -$2.77K -30 -0.3%
OIA
1557
Optimum Investment Advisors
Illinois
$1.02M +$17.2K +187 +2%
OP
1558
Oldfield Partners
United Kingdom
$1.01M
PTC
1559
Philadelphia Trust Company
Pennsylvania
$998K +$30K +325 +3%
EFSCE
1560
Enterprise Financial Services Corp (EFSC)
Missouri
$994K +$86.4K +938 +9%
KPCM
1561
Kings Point Capital Management
New York
$991K
BTNA
1562
Bremer Trust National Association
Minnesota
$987K -$8.29K -90 -0.8%
WBG
1563
Wharton Business Group
Pennsylvania
$986K -$300K -3,250 -23%
SFM
1564
Signature Financial Management
Virginia
$980K
BRM
1565
Boston Research & Management
Massachusetts
$974K
CCM
1566
Carderock Capital Management
Maryland
$974K +$34.6K +375 +4%
RAM
1567
Ramsey Asset Management
Virginia
$972K
GC
1568
Gruss & Co
Florida
$971K
CL
1569
CPWM LLC
Washington
$970K -$9.59K -104 -1%
MHS
1570
M Holdings Securities
Oregon
$970K +$976K +10,586 New
DDPIC
1571
Deroy & Devereaux Private Investment Counsel
Michigan
$966K -$11.1K -120 -1%
ECML
1572
Eagle Capital Management (Louisiana)
Louisiana
$965K +$971K +10,532 New
KWMG
1573
King Wealth Management Group
Florida
$957K +$122K +1,324 +15%
RAM
1574
Riggs Asset Management
Pennsylvania
$955K +$961K +10,430 New
ITIM
1575
Indiana Trust & Investment Management
Indiana
$953K

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.