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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
MPM
1726
Meritage Portfolio Management
Kansas
$276K -$117K -1,300 -29%
LIM
1727
Lathrop Investment Management
Arkansas
$275K +$67.6K +754 +31%
IAS
1728
IMA Advisory Services
Colorado
$271K
ACM
1729
Ashford Capital Management
Delaware
$264K +$17.9K +200 +7%
KWILP
1730
Kiwi Wealth Investments Limited Partnership
New Zealand
$263K -$108K -1,203 -28%
BWP
1731
BSW Wealth Partners
Colorado
$263K -$2.51K -28 -0.9%
SG
1732
Somerset Group
Minnesota
$263K
WA
1733
WealthTrust-Arizona
Arizona
$263K +$18.7K +208 +7%
DAM
1734
Deltec Asset Management
New York
$260K
MC
1735
Montag & Caldwell
Georgia
$260K
RI
1736
Redwood Investments
Massachusetts
$260K
VOAM
1737
Vertex One Asset Management
British Columbia, Canada
$260K
DM
1738
Diker Management
New York
$256K
NPPM
1739
North Point Portfolio Managers
Ohio
$253K +$48.3K +538 +23%
FCFC
1740
First Commonwealth Financial Corp
Pennsylvania
$251K -$13.9K -155 -5%
VIMU
1741
Veritas Investment Management (UK)
United Kingdom
$248K
AC
1742
Alley Company
Illinois
$245K
WCM
1743
Weatherstone Capital Management
Colorado
$245K
SAM
1744
Shikiar Asset Management
New York
$243K +$26.9K +300 +12%
MIP
1745
Marietta Investment Partners
Wisconsin
$241K
GC
1746
Grace Capital
Massachusetts
$241K +$17.6K +196 +8%
HHAM
1747
HITE Hedge Asset Management
Massachusetts
$240K +$249K +2,771 New
DBG
1748
De Burlo Group
Massachusetts
$239K -$69.1K -770 -22%
CRM
1749
Cramer Rosenthal McGlynn
Connecticut
$238K
CA
1750
Corrado Advisors
New Jersey
$237K +$245K +2,731 New

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.