We are live on ! Find out more
JNJ icon

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
BCM
1751
Brown Capital Management
Maryland
$233K
RAM
1752
Roanoke Asset Management
New Jersey
$233K +$224K +2,500 New
IFB
1753
iAB Financial Bank
Indiana
$232K -$11.2K -125 -4%
OWP
1754
Obermeyer Wealth Partners
Colorado
$228K +$15.3K +170 +7%
NI
1755
NFC Investments
Tennessee
$227K
FM
1756
Family Management
New York
$225K -$1.18M -13,125 -84%
FI
1757
FCM Investments
Texas
$225K -$62.8K -700 -21%
RPGK
1758
Retirement Planning Group (Kansas)
Kansas
$224K -$6.91K -77 -3%
FAG
1759
Financial Advisory Group
Texas
$222K
DSAM
1760
Dock Street Asset Management
Florida
$219K
AWM
1761
Affinity Wealth Management
Delaware
$219K +$226K +2,522 New
VF
1762
Virtu Financial
New York
$218K +$225K +2,513 New
NYLIM
1763
New York Life Investment Management
New York
$217K -$8.97K -100 -4%
ARM
1764
Adirondack Research & Management
New York
$217K
RCIM
1765
Russell Clark Investment Management
United Kingdom
$217K +$224K +2,500 New
VIM
1766
Veritas Investment Management
United Kingdom
$216K
SFS
1767
Signator Financial Services
Massachusetts
$216K +$37.7K +420 +20%
CS
1768
Comerica Securities
Michigan
$214K +$2.06K +23 +0.9%
CAM
1769
Chesapeake Asset Management
New York
$211K
AAS
1770
Annex Advisory Services
Wisconsin
$209K +$216K +2,413 New
PGCM
1771
Prescott Group Capital Management
Oklahoma
$208K
WHRC
1772
W.H. Reaves & Co
New Jersey
$208K
KA
1773
Kovack Advisors
Florida
$208K +$215K +2,400 New
MVA
1774
Mount Vernon Associates
Maryland
$207K -$13.5K -150 -6%
BCI
1775
Brinker Capital Investments
Pennsylvania
$207K +$4.93K +55 +2%

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.