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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
TIM
1726
Tortoise Investment Management
New York
$485K -$12K -130 -2%
ANBT
1727
American National Bank & Trust
Texas
$484K
LC
1728
Lubar & Co
Wisconsin
$484K
SFU
1729
Stonehage Fleming (UK)
United Kingdom
$481K +$484K +5,250 New
DIP
1730
DT Investment Partners
Pennsylvania
$476K +$107K +1,164 +29%
BRA
1731
Bender Robert & Associates
California
$472K +$2.77K +30 +0.6%
CA
1732
Cortland Associates
Missouri
$470K -$11.6K -126 -2%
RVP
1733
Relative Value Partners
Illinois
$469K
MCMT
1734
Moon Capital Management (Tennessee)
Tennessee
$469K +$76.6K +831 +19%
SWA
1735
SFMG Wealth Advisors
Texas
$469K +$85.3K +926 +22%
CL
1736
CSS LLC
Illinois
$468K +$471K +5,109 New
DAS
1737
Dynamic Advisor Solutions
Arizona
$464K +$466K +5,060 New
VFP
1738
Verus Financial Partners
Virginia
$462K +$1.29K +14 +0.3%
SCA
1739
Stillwater Capital Advisors
Pennsylvania
$461K +$464K +5,034 New
FAT
1740
First American Trust
California
$460K -$4.61K -50 -1%
CC
1741
Colrain Capital
Massachusetts
$458K
SCM
1742
Sterneck Capital Management
Missouri
$458K +$25.9K +281 +6%
UMA
1743
USA Mutuals Advisors
Texas
$458K +$461K +5,000 New
HCM
1744
Harvey Capital Management
Florida
$457K +$461K +5,000 New
ICM
1745
IMS Capital Management
Oregon
$456K -$36.2K -393 -7%
AHB
1746
Abner Herrman & Brock
New Jersey
$456K +$147K +1,593 +48%
TWM
1747
Torch Wealth Management
Ohio
$456K +$459K +4,980 New
IF
1748
IRON Financial
Illinois
$454K +$457K +4,958 New
SIM
1749
Sadoff Investment Management
Wisconsin
$453K -$137K -1,488 -23%
ZCI
1750
Zevenbergen Capital Investments
Washington
$453K +$13.8K +150 +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.