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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
SFM
1651
Sphera Funds Management
Israel
$714K +$719K +7,800 New
GJCM
1652
Grand Jean Capital Management
California
$712K
TCM
1653
Tradewinds Capital Management
Washington
$712K +$716K +7,768 New
B
1654
Bellecapital
Switzerland
$711K +$716K +7,764 New
ST
1655
Somerset Trust
Pennsylvania
$704K +$708K +7,678 New
EWA
1656
Exencial Wealth Advisors
Oklahoma
$702K +$3.32K +36 +0.5%
PCM
1657
Perkins Capital Management
Minnesota
$700K
ST
1658
Sageworth Trust
Pennsylvania
$700K +$64.5K +700 +10%
JIR
1659
James Investment Research
Ohio
$695K +$8.39K +91 +1%
ECM
1660
Ensemble Capital Management
California
$694K
CA
1661
Capital Advantage
California
$693K +$697K +7,564 New
NL
1662
NWAM LLC
Washington
$690K -$149K -1,612 -18%
WSA
1663
Willow Street Advisors
Florida
$689K +$35.5K +385 +5%
I2I
1664
Insight 2811 Inc
Illinois
$688K -$340K -3,685 -33%
PGA
1665
Portland Global Advisors
Maine
$683K
FHB
1666
First Hawaiian Bank
Hawaii
$678K -$20.6K -223 -3%
CFA
1667
Capstone Financial Advisors
Illinois
$675K +$679K +7,367 New
DTL
1668
Dynamic Technology Lab
Singapore
$669K +$673K +7,303 New
BCMIO
1669
Beacon Capital Management Inc (Ohio)
Ohio
$668K +$672K +7,295 New
BCM
1670
BBT Capital Management
Texas
$667K
RAM
1671
Redmond Asset Management
Virginia
$662K -$36.9K -400 -5%
LWI
1672
Long Wharf Investors
Massachusetts
$661K +$7.37K +80 +1%
FNBSF
1673
First National Bank Sioux Falls
South Dakota
$654K
SIC
1674
Sigma Investment Counselors
Michigan
$652K -$92.2K -1,000 -12%
PAS
1675
Partnervest Advisory Services
California
$646K -$64.1K -695 -9%

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.