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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
CGT
1701
Capital Guardian Trust
California
$582K -$259K -2,805 -31%
SAM
1702
Symphony Asset Management
California
$580K -$1.73M -18,749 -75%
ZCA
1703
Zeke Capital Advisors
Pennsylvania
$574K +$11.3K +123 +2%
WPW
1704
Waldron Private Wealth
Pennsylvania
$564K +$567K +6,154 New
PCM
1705
Perritt Capital Management
Illinois
$554K -$2.77K -30 -0.5%
TCB
1706
Texas Capital Bancshares
Texas
$553K
BBPWM
1707
Blue Bell Private Wealth Management
Pennsylvania
$548K +$551K +5,979 New
EWM
1708
Evermay Wealth Management
Virginia
$548K +$552K +5,986 New
NIM
1709
NuWave Investment Management
New Jersey
$537K -$311K -3,373 -37%
CW
1710
Cabot-Wellington
Massachusetts
$537K
LD
1711
Lipe & Dalton
New York
$534K -$75.4K -818 -12%
AIA
1712
Arbor Investment Advisors
North Carolina
$524K -$3.23K -35 -0.6%
WMSA
1713
Weiss Multi-Strategy Advisers
New York
$524K +$20.3K +220 +4%
OC
1714
Oakworth Capital
Alabama
$524K +$527K +5,716 New
NOCM
1715
Night Owl Capital Management
Connecticut
$522K
CCM
1716
Carlson Capital Management
Minnesota
$518K -$4.42K -48 -0.8%
SCP
1717
Sandhill Capital Partners
New York
$518K +$34.1K +370 +7%
AFIA
1718
America First Investment Advisors
Nebraska
$517K
EP
1719
Edgestream Partners
New Jersey
$517K +$521K +5,649 New
HHC
1720
Hutchin Hill Capital
New York
$513K -$184K -2,000 -26%
HS
1721
Huntington Steele
Pennsylvania
$512K
ZIG
1722
Zuckerman Investment Group
Illinois
$510K
BHA
1723
Beech Hill Advisors
New York
$508K +$175K +1,900 +52%
VIM
1724
Veritas Investment Management
United Kingdom
$504K +$276K +3,000 +120%
HWA
1725
Heritage Wealth Advisors
Virginia
$494K +$498K +5,399 New

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.