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Johnson & Johnson

1,976 hedge funds and large institutions have $198B invested in Johnson & Johnson in 2014 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 732 increasing their positions, 972 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

8% more capital invested

Capital invested by funds: $185B → $198B (+$13.9B)

2% more funds holding in top 10

Funds holding in top 10: 675688 (+13)

0.49% more ownership

Funds ownership: 66.51%67% (+0.49%)

0% more funds holding

Funds holding: 1,9731,976 (+3)

25% less repeat investments, than reductions

Existing positions increased: 732 | Existing positions reduced: 972

26% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.48B

Holders
1,976
Holders Change
+3
Holders Change %
+0.15%
% of All Funds
56.77%
Holding in Top 10
688
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+1.93%
% of All Funds
19.76%
New
54
Increased
732
Reduced
972
Closed
41
Calls
$1.09B
Puts
$1.48B
Net Calls
-$385M
Net Calls Change
-$512M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
1601
Choreo LLC
Illinois
$1.01M -$130K -1,282 -12%
KIA
1602
Kopp Investment Advisors
Minnesota
$998K -$16.1K -159 -2%
CCM
1603
CWH Capital Management
Washington
$993K +$1.01K +10 +0.1%
MSTVIM
1604
Messner & Smith Theme Value Investment Management
California
$987K
PCA
1605
Peddock Capital Advisors
Massachusetts
$985K -$1.52K -15 -0.2%
RCWMU
1606
Rothschild & Co Wealth Management (UK)
United Kingdom
$983K -$922K -9,120 -49%
DCM
1607
DAFNA Capital Management
California
$983K
BWM
1608
Braver Wealth Management
Massachusetts
$981K -$8.29K -82 -0.9%
PAM
1609
Princeton Alpha Management
New Jersey
$981K +$948K +9,378 New
BPCE
1610
Bank Pictet & Cie (Europe)
Germany
$972K -$17.2K -170 -2%
HI
1611
Hudock Inc
Pennsylvania
$963K +$5.56K +55 +0.6%
HW
1612
Hancock Whitney
Mississippi
$960K +$485K +4,803 +110%
MIAN
1613
Mariner Independent Advisor Network
Kansas
$959K +$927K +9,171 New
HCM
1614
Hilton Capital Management
New York
$954K -$33.7K -333 -4%
TCM
1615
Texan Capital Management
Texas
$945K
CGT
1616
Capital Guardian Trust
California
$943K +$41.6K +412 +5%
SCM
1617
Siphron Capital Management
California
$942K -$951K -9,410 -51%
CFA
1618
Cahill Financial Advisors
Minnesota
$934K +$77.2K +764 +9%
ACM
1619
Advisors Capital Management
New Jersey
$930K -$430K -4,257 -32%
EWM
1620
Evermay Wealth Management
Virginia
$930K +$136K +1,350 +18%
PCM
1621
Perkins Capital Management
Minnesota
$928K +$125K +1,233 +16%
KA
1622
KLCM Advisors
Wisconsin
$919K -$60.6K -600 -6%
AF
1623
Allworth Financial
California
$918K +$4.04K +40 +0.5%
CIC
1624
Chilton Investment Company
Connecticut
$915K -$823K -8,139 -48%
MDCM
1625
Morgan Dempsey Capital Management
Wisconsin
$915K +$2.02K +20 +0.2%

JNJ Hedge Fund Activity: Q2 2014 in Review

1,976 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q2 2014, worth a combined $198B — up 7.5% from $185B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new JNJ positions and 41 closed out — a net gain of 13 holders — while 732 added to existing stakes and 972 trimmed.

The largest buyer was Norges Bank, adding an estimated $2.09B. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $331M.

  • 1,976 institutional investors held Johnson & Johnson (JNJ) as of Q2 2014, up from 1,973 in Q1 2014.
  • Funds reported $198B of Johnson & Johnson stock for Q2 2014, up 7.5% quarter-over-quarter.
  • 54 funds opened new Johnson & Johnson positions in Q2 2014 and 41 closed out, a net change of +13 holders.
  • The largest Johnson & Johnson buyer in Q2 2014 was Norges Bank, an estimated $2.09B added.
  • The largest Johnson & Johnson seller in Q2 2014 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $331M sold.

Based on aggregated 13F filings for Q2 2014.