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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
BP
1751
BBR Partners
New York
$450K -$496K -5,379 -52%
SSI
1752
Scott & Selber Inc
Texas
$445K -$1.39M -15,132 -76%
BCM
1753
Beck Capital Management
Texas
$445K +$462K +5,010 New
WMC
1754
Westwood Management Corporation
Illinois
$444K
DR
1755
Davis Rea
Ontario, Canada
$443K -$36.9K -400 -8%
NA
1756
NSB Advisors
New York
$443K
AA
1757
AlphaMark Advisors
Kentucky
$440K +$16.1K +175 +4%
SFA
1758
Sequoia Financial Advisors
Ohio
$439K +$442K +4,791 New
PRHC
1759
P.R. Herzig & Co
New York
$438K -$157K -1,700 -26%
FRM
1760
Foundation Resource Management
Arkansas
$438K +$4.7K +51 +1%
CK
1761
Carnick & Kubik
Colorado
$437K +$440K +4,770 New
HIS
1762
Horizon Investment Services
Indiana
$436K +$12K +130 +3%
FM
1763
Family Management
New York
$436K +$200K +2,172 +84%
NYLT
1764
New York Life Trust
New York
$431K +$44.4K +482 +11%
PAA
1765
Peregrine Asset Advisers
Oregon
$429K +$553 +6 +0.1%
MAM
1766
Mastrapasqua Asset Management
Tennessee
$428K -$8.76K -95 -2%
CWM
1767
Cranbrook Wealth Management
Michigan
$428K +$431K +4,676 New
JIP
1768
Jaffetilchin Investment Partners
Florida
$427K -$1.57K -17 -0.4%
NEPWA
1769
New England Private Wealth Advisors
Massachusetts
$427K +$24.1K +261 +6%
HF
1770
Hoxton Financial
West Virginia
$424K +$125K +1,356 +41%
TCOO
1771
Trust Company of Oklahoma
Oklahoma
$422K -$18.4K -200 -4%
FWSM
1772
First Wilshire Securities Management
California
$417K
HHGA
1773
Halbert Hargrove Global Advisors
California
$416K +$64.9K +704 +18%
PCM
1774
Prelude Capital Management
New York
$412K +$52.5K +570 +15%
FM
1775
Forward Management
California
$406K -$184 -2 -0%

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.