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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
NCM
1576
Northroad Capital Management
New York
$952K -$138K -1,494 -13%
ST
1577
Sentinel Trust
Texas
$951K -$110K -1,196 -10%
AA
1578
Alesco Advisors
New York
$950K +$2.3K +25 +0.2%
CPA
1579
Court Place Advisors
Maryland
$950K +$956K +10,371 New
CCM
1580
Copeland Capital Management
Pennsylvania
$949K -$7.19K -78 -0.7%
WCM
1581
Windsor Capital Management
Arizona
$936K +$21.6K +234 +2%
CG
1582
Clinton Group
New York
$930K +$936K +10,154 New
EA
1583
Emerald Advisers
Pennsylvania
$920K +$14.1K +153 +2%
FPCM
1584
Financial Partners Capital Management
New York
$917K
BPCE
1585
Bank Pictet & Cie (Europe)
Germany
$915K +$921K +9,990 New
STMM
1586
South Texas Money Management
Texas
$910K +$80.1K +869 +10%
LFR
1587
Lehman Financial Resources
Pennsylvania
$902K +$25.5K +277 +3%
GIM
1588
Greystone Investment Management
Ohio
$897K -$184K -2,000 -17%
KIA
1589
Kopp Investment Advisors
Minnesota
$893K -$51.6K -560 -5%
KF
1590
Kopp Funds
Wisconsin
$893K +$898K +9,748 New
PAM
1591
Princeton Alpha Management
New Jersey
$891K +$896K +9,724 New
PCM
1592
Princeton Capital Management
New Jersey
$887K
HH
1593
Hilltop Holdings
Texas
$884K +$97.9K +1,062 +12%
CCA
1594
Catalyst Capital Advisors
New York
$884K +$263K +2,850 +42%
GCM
1595
Grisanti Capital Management
New York
$882K
SMC
1596
Smith, Moore & Co
Missouri
$875K +$881K +9,556 New
GDF
1597
Graham & Dodd Fund
New York
$872K -$673K -7,299 -43%
CCM
1598
CWH Capital Management
Washington
$868K +$873K +9,469 New
HCM
1599
Hilton Capital Management
New York
$866K -$38.7K -420 -4%
MSTVIM
1600
Messner & Smith Theme Value Investment Management
California
$866K -$10.1K -110 -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.