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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
PCA
1601
Peddock Capital Advisors
Massachusetts
$864K +$869K +9,429 New
DCM
1602
DAFNA Capital Management
California
$861K
BWM
1603
Braver Wealth Management
Massachusetts
$858K -$74.2K -805 -8%
AC
1604
Alexandria Capital
Virginia
$855K -$311K -3,373 -27%
FCH
1605
Freestone Capital Holdings
Washington
$854K -$863K -9,360 -50%
T
1606
TradeWorx
New Jersey
$854K +$859K +9,321 New
RFA
1607
Reilly Financial Advisors
California
$850K +$202K +2,193 +31%
F
1608
Filament
Washington
$846K -$533K -5,784 -39%
EML
1609
Eos Management LP
New York
$846K
RIA
1610
Regal Investment Advisors
Michigan
$845K -$146K -1,587 -15%
WSC
1611
Wellington Shields & Co
New York
$845K +$23.5K +255 +3%
BC
1612
Banced Corp
Illinois
$841K -$84.3K -915 -9%
WA
1613
Waverly Advisors
Alabama
$840K +$427K +4,634 +102%
FAAM
1614
First Allied Asset Management
California
$839K -$31.1K -338 -4%
MA
1615
MCF Advisors
Kentucky
$839K +$14.2K +154 +2%
LPT
1616
Legacy Private Trust
Wisconsin
$835K +$195K +2,114 +30%
HI
1617
Hudock Inc
Pennsylvania
$833K +$47.1K +511 +6%
TCM
1618
Texan Capital Management
Texas
$828K
WA
1619
Winfield Associates
Ohio
$824K +$829K +8,993 New
LC
1620
Lourd Capital
California
$823K -$184K -2,000 -18%
NCMG
1621
NCM Capital Management Group
North Carolina
$815K -$507K -5,500 -38%
KA
1622
KLCM Advisors
Wisconsin
$815K -$12.7K -138 -2%
NIM
1623
Nexus Investment Management
Ontario, Canada
$811K
AF
1624
Allworth Financial
California
$804K +$28.9K +314 +4%
GI
1625
Glovista Investments
New Jersey
$803K -$265K -2,876 -25%

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.