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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
MDCM
1626
Morgan Dempsey Capital Management
Wisconsin
$803K +$8.76K +95 +1%
BOS
1627
Bingham Osborn & Scarborough
California
$799K +$257K +2,784 +47%
MCM
1628
McKinley Capital Management
Alaska
$787K +$792K +8,594 New
Capstone Investment Advisors
1629
Capstone Investment Advisors
New York
$782K -$271K -2,941 -26%
SIC
1630
Schwartz Investment Counsel
Michigan
$779K -$18.4K -200 -2%
DOA
1631
D'Orazio & Associates
Virginia
$772K +$777K +8,427 New
NFG
1632
Nadler Financial Group
Illinois
$768K +$5.07K +55 +0.7%
TRCT
1633
Tower Research Capital (TRC)
New York
$764K -$2.71M -29,392 -78%
NFGCM
1634
Norman Fields Gottscho Capital Management
New York
$763K
SMU
1635
Signet Management USA
Virginia
$763K +$767K +8,326 New
WCM
1636
Westend Capital Management
California
$756K +$760K +8,249 New
HCM
1637
Highlander Capital Management
New Jersey
$755K +$92 +1 +0%
CFA
1638
Cahill Financial Advisors
Minnesota
$750K +$754K +8,184 New
KC
1639
Kingfisher Capital
North Carolina
$748K -$44.2K -480 -6%
BIM
1640
Baldwin Investment Management
Pennsylvania
$744K
PAG
1641
Pinnacle Advisory Group
Maryland
$743K -$13.3K -144 -2%
VC
1642
Vicus Capital
Pennsylvania
$740K +$745K +8,080 New
LIM
1643
Loudon Investment Management
New Hampshire
$732K +$736K +7,987 New
CCA
1644
Checchi Capital Advisers
California
$727K +$731K +7,935 New
HRIA
1645
Haberer Registered Investment Advisor
Ohio
$725K -$85.5K -928 -10%
WCBA
1646
Weaver C. Barksdale & Associates
Tennessee
$721K +$2.77K +30 +0.4%
VHAM
1647
Van Hulzen Asset Management
California
$720K +$724K +7,859 New
TC
1648
Telemus Capital
Michigan
$719K -$99.6K -1,081 -12%
YCM
1649
Yorkville Capital Management
New York
$719K +$13.8K +150 +2%
LCM
1650
Liberty Capital Management
Michigan
$717K -$2.3K -25 -0.3%

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.