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Johnson & Johnson

1,830 hedge funds and large institutions have $168B invested in Johnson & Johnson in 2013 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 679 increasing their positions, 867 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 30

2% more funds holding

Funds holding: 1,7921,830 (+38)

4% more capital invested

Capital invested by funds: $162B → $168B (+$6.31B)

6% less call options, than puts

Call options by funds: $1.79B | Put options by funds: $1.91B

1.07% less ownership

Funds ownership: 66.95%65.88% (-1.1%)

7% less funds holding in top 10

Funds holding in top 10: 649606 (-43)

22% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 867

Holders
1,830
Holders Change
+38
Holders Change %
+2.12%
% of All Funds
59.34%
Holding in Top 10
606
Holding in Top 10 Change
-43
Holding in Top 10 Change %
-6.63%
% of All Funds
19.65%
New
85
Increased
679
Reduced
867
Closed
30
Calls
$1.79B
Puts
$1.91B
Net Calls
-$121M
Net Calls Change
-$124M
Name Holding Trade Value Shares
Change
Change in
Stake
MS
1626
Madison Scottsdale
Arizona
$511K -$146K -1,625 -22%
CW
1627
Cabot-Wellington
Massachusetts
$508K +$11.2K +125 +2%
AIA
1628
Arbor Investment Advisors
North Carolina
$499K
NOCM
1629
Night Owl Capital Management
Connecticut
$494K
CCM
1630
Carlson Capital Management
Minnesota
$494K +$68.1K +759 +15%
MCM
1631
Moore Capital Management
New York
$494K +$511K +5,694 New
AFIA
1632
America First Investment Advisors
Nebraska
$489K +$35.9K +400 +8%
RPA
1633
Rock Point Advisors
Vermont
$485K -$13.5K -150 -3%
HS
1634
Huntington Steele
Pennsylvania
$485K
WCA
1635
Westover Capital Advisors
Delaware
$483K -$32.1K -358 -6%
ZIG
1636
Zuckerman Investment Group
Illinois
$483K -$20.1K -224 -4%
WMSA
1637
Weiss Multi-Strategy Advisers
New York
$477K +$493K +5,500 New
RCM
1638
Rotella Capital Management
Washington
$475K +$224K +2,499 +84%
TIM
1639
Tortoise Investment Management
New York
$470K -$69.1K -770 -12%
CWP
1640
Capital Wealth Planning
Florida
$468K +$484K +5,400 New
ICM
1641
IMS Capital Management
Oregon
$466K -$23K -256 -5%
SCP
1642
Sandhill Capital Partners
New York
$459K -$8.43K -94 -2%
ANBT
1643
American National Bank & Trust
Texas
$458K
LC
1644
Lubar & Co
Wisconsin
$458K +$187K +2,081 +65%
CA
1645
Cortland Associates
Missouri
$456K
DR
1646
Davis Rea
Ontario, Canada
$454K
MAM
1647
Meeder Asset Management
Ohio
$452K +$16.1K +180 +4%
RVP
1648
Relative Value Partners
Illinois
$444K
BRA
1649
Bender Robert & Associates
California
$444K +$17.5K +195 +4%
CHA
1650
Cedar Hill Associates
Illinois
$440K -$17.9K -200 -4%

JNJ Hedge Fund Activity: Q3 2013 in Review

1,830 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q3 2013, worth a combined $168B — up 3.9% from $162B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new JNJ positions and 30 closed out — a net gain of 55 holders — while 679 added to existing stakes and 867 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $495M. The largest seller was Goldman Sachs, cutting an estimated $1.15B.

  • 1,830 institutional investors held Johnson & Johnson (JNJ) as of Q3 2013, up from 1,792 in Q2 2013.
  • Funds reported $168B of Johnson & Johnson stock for Q3 2013, up 3.9% quarter-over-quarter.
  • 85 funds opened new Johnson & Johnson positions in Q3 2013 and 30 closed out, a net change of +55 holders.
  • The largest Johnson & Johnson buyer in Q3 2013 was JP Morgan Chase, an estimated $495M added.
  • The largest Johnson & Johnson seller in Q3 2013 was Goldman Sachs, an estimated $1.15B sold.

Based on aggregated 13F filings for Q3 2013.