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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
FAT
1651
First American Trust
California
$439K +$6.73K +75 +2%
VFP
1652
Verus Financial Partners
Virginia
$436K +$1.97K +22 +0.4%
CC
1653
Colrain Capital
Massachusetts
$433K -$224K -2,500 -33%
NA
1654
NSB Advisors
New York
$420K
WMC
1655
Westwood Management Corporation
Illinois
$420K
BHCM
1656
Brevan Howard Capital Management
Jersey
$419K
TCOO
1657
Trust Company of Oklahoma
Oklahoma
$417K
ZCI
1658
Zevenbergen Capital Investments
Washington
$416K +$94.2K +1,050 +28%
MAM
1659
Mastrapasqua Asset Management
Tennessee
$414K -$22.9K -255 -5%
SCM
1660
Sterneck Capital Management
Missouri
$410K -$29.9K -333 -7%
FRM
1661
Foundation Resource Management
Arkansas
$410K
FNBOH
1662
First National Bank of Hutchinson
Kansas
$407K -$316K -3,522 -43%
PAA
1663
Peregrine Asset Advisers
Oregon
$405K -$17.3K -193 -4%
JIP
1664
Jaffetilchin Investment Partners
Florida
$405K +$8.25K +92 +2%
HIS
1665
Horizon Investment Services
Indiana
$402K -$4.49K -50 -1%
AA
1666
AlphaMark Advisors
Kentucky
$401K
FWSM
1667
First Wilshire Securities Management
California
$394K
WA
1668
Waverly Advisors
Alabama
$393K +$22.6K +252 +6%
FM
1669
Forward Management
California
$384K -$3.59K -40 -0.9%
ACI
1670
Advance Capital I
Michigan
$382K -$1.59M -17,670 -80%
OAM
1671
Oberweis Asset Management
Illinois
$382K -$8.88K -99 -2%
TSBJ
1672
Trevor, Stewart, Burton & Jacobsen
New York
$381K
NEPWA
1673
New England Private Wealth Advisors
Massachusetts
$381K +$987 +11 +0.3%
PHAM
1674
Palisades Hudson Asset Management
Florida
$381K +$3.05K +34 +0.8%
WHI
1675
William Harris Investors
Illinois
$379K

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.