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Johnson & Johnson

1,976 hedge funds and large institutions have $198B invested in Johnson & Johnson in 2014 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 732 increasing their positions, 972 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

8% more capital invested

Capital invested by funds: $185B → $198B (+$13.9B)

2% more funds holding in top 10

Funds holding in top 10: 675688 (+13)

0.49% more ownership

Funds ownership: 66.51%67% (+0.49%)

0% more funds holding

Funds holding: 1,9731,976 (+3)

25% less repeat investments, than reductions

Existing positions increased: 732 | Existing positions reduced: 972

26% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.48B

Holders
1,976
Holders Change
+3
Holders Change %
+0.15%
% of All Funds
56.77%
Holding in Top 10
688
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+1.93%
% of All Funds
19.76%
New
54
Increased
732
Reduced
972
Closed
41
Calls
$1.09B
Puts
$1.48B
Net Calls
-$385M
Net Calls Change
-$512M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1751
Harvey Capital Management
Florida
$523K
CK
1752
Carnick & Kubik
Colorado
$523K +$22.7K +225 +5%
IF
1753
IRON Financial
Illinois
$523K +$506K +5,002 New
BCM
1754
Beck Capital Management
Texas
$521K +$7.68K +76 +2%
ZCI
1755
Zevenbergen Capital Investments
Washington
$519K +$26.3K +260 +6%
CCM
1756
Carlson Capital Management
Minnesota
$515K +$2.33K +23 +0.5%
PL
1757
Plancorp LLC
Missouri
$510K -$1.44M -14,240 -74%
Carson Wealth (CWM LLC)
1758
Carson Wealth (CWM LLC)
Nebraska
$508K -$59.3K -587 -11%
DR
1759
Davis Rea
Ontario, Canada
$506K
NA
1760
NSB Advisors
New York
$506K
GGPS
1761
Gary Goldberg Planning Services
New York
$505K +$64.3K +636 +15%
CAW
1762
Cornerstone Advisors (Washington)
Washington
$503K
ICM
1763
IMS Capital Management
Oregon
$502K +$101 +1 +0%
SFI
1764
SPC Financial Inc
Maryland
$502K +$15K +148 +3%
BC
1765
Banced Corp
Illinois
$499K -$18.6K -184 -4%
FWSM
1766
First Wilshire Securities Management
California
$497K +$20.5K +203 +4%
FRM
1767
Foundation Resource Management
Arkansas
$495K
PP
1768
Paloma Partners
Connecticut
$491K -$13.3K -132 -3%
NEPWA
1769
New England Private Wealth Advisors
Massachusetts
$488K -$3.94K -39 -0.8%
SAM
1770
Symphony Asset Management
California
$487K -$135K -1,338 -22%
TFCP
1771
Twin Focus Capital Partners
Massachusetts
$484K +$16.1K +159 +4%
ECM
1772
Ensemble Capital Management
California
$481K -$101K -1,000 -18%
AA
1773
AlphaMark Advisors
Kentucky
$480K -$2.02K -20 -0.4%
PRHC
1774
P.R. Herzig & Co
New York
$479K -$20.2K -200 -4%
TRCT
1775
Tower Research Capital (TRC)
New York
$478K -$1.7M -16,774 -79%

JNJ Hedge Fund Activity: Q2 2014 in Review

1,976 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q2 2014, worth a combined $198B — up 7.5% from $185B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new JNJ positions and 41 closed out — a net gain of 13 holders — while 732 added to existing stakes and 972 trimmed.

The largest buyer was Norges Bank, adding an estimated $2.09B. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $331M.

  • 1,976 institutional investors held Johnson & Johnson (JNJ) as of Q2 2014, up from 1,973 in Q1 2014.
  • Funds reported $198B of Johnson & Johnson stock for Q2 2014, up 7.5% quarter-over-quarter.
  • 54 funds opened new Johnson & Johnson positions in Q2 2014 and 41 closed out, a net change of +13 holders.
  • The largest Johnson & Johnson buyer in Q2 2014 was Norges Bank, an estimated $2.09B added.
  • The largest Johnson & Johnson seller in Q2 2014 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $331M sold.

Based on aggregated 13F filings for Q2 2014.