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Johnson & Johnson

2,121 hedge funds and large institutions have $206B invested in Johnson & Johnson in 2014 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 782 increasing their positions, 910 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 51

7% more funds holding

Funds holding: 1,9882,121 (+133)

4% more capital invested

Capital invested by funds: $199B → $206B (+$7.19B)

0.1% less ownership

Funds ownership: 66.11%66.01% (-0.1%)

8% less funds holding in top 10

Funds holding in top 10: 720659 (-61)

14% less repeat investments, than reductions

Existing positions increased: 782 | Existing positions reduced: 910

34% less call options, than puts

Call options by funds: $1.66B | Put options by funds: $2.52B

Holders
2,121
Holders Change
+133
Holders Change %
+6.69%
% of All Funds
56.54%
Holding in Top 10
659
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-8.47%
% of All Funds
17.57%
New
206
Increased
782
Reduced
910
Closed
51
Calls
$1.66B
Puts
$2.52B
Net Calls
-$858M
Net Calls Change
-$373M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
1751
Kovack Advisors
Florida
$780K +$508K +4,823 +183%
EWA
1752
Exencial Wealth Advisors
Oklahoma
$779K -$6.96K -66 -0.9%
LCM
1753
Liberty Capital Management
Michigan
$774K +$2.95K +28 +0.4%
FWCM
1754
First Western Capital Management
California
$771K +$35.5K +337 +5%
HCM
1755
Hollencrest Capital Management
California
$768K -$234K -2,222 -23%
SCG
1756
Sonata Capital Group
Washington
$765K +$771K +7,316 New
DBT
1757
Dubuque Bank & Trust
Iowa
$761K +$86.8K +824 +13%
RCWMU
1758
Rothschild & Co Wealth Management (UK)
United Kingdom
$753K -$232K -2,200 -23%
ACM
1759
Alethea Capital Management
Washington
$743K +$749K +7,105 New
QT
1760
Quantbot Technologies
New York
$742K -$2.04M -19,390 -73%
AC
1761
Alexandria Capital
Virginia
$738K -$68.2K -647 -8%
EA
1762
Emerald Advisers
Pennsylvania
$737K +$91.8K +871 +14%
CG
1763
Caprock Group
Idaho
$735K +$741K +7,028 New
FNBSF
1764
First National Bank Sioux Falls
South Dakota
$732K
PAWC
1765
P.A.W. Capital
Connecticut
$732K
MCM
1766
Mork Capital Management
California
$732K +$738K +7,000 New
ZCA
1767
Zeke Capital Advisors
Pennsylvania
$729K +$78.8K +748 +12%
KSA
1768
Ken Stern & Associates
California
$723K +$729K +6,916 New
NA
1769
NewEdge Advisors
Louisiana
$719K +$725K +6,875 New
NCM
1770
Northroad Capital Management
New York
$713K -$42.4K -402 -6%
WPW
1771
Waldron Private Wealth
Pennsylvania
$697K +$6.11K +58 +0.9%
SIC
1772
Sigma Investment Counselors
Michigan
$696K
NAM
1773
Nichols Asset Management
Massachusetts
$694K
SFA
1774
Sequoia Financial Advisors
Ohio
$691K +$54.8K +520 +9%
GI
1775
Glovista Investments
New Jersey
$689K -$2.26M -21,441 -76%

JNJ Hedge Fund Activity: Q4 2014 in Review

2,121 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q4 2014, worth a combined $206B — up 3.6% from $199B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new JNJ positions and 51 closed out — a net gain of 155 holders — while 782 added to existing stakes and 910 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $920M. The largest seller was T. Rowe Price Associates, cutting an estimated $652M.

  • 2,121 institutional investors held Johnson & Johnson (JNJ) as of Q4 2014, up from 1,988 in Q3 2014.
  • Funds reported $206B of Johnson & Johnson stock for Q4 2014, up 3.6% quarter-over-quarter.
  • 206 funds opened new Johnson & Johnson positions in Q4 2014 and 51 closed out, a net change of +155 holders.
  • The largest Johnson & Johnson buyer in Q4 2014 was Fidelity Investments, an estimated $920M added.
  • The largest Johnson & Johnson seller in Q4 2014 was T. Rowe Price Associates, an estimated $652M sold.

Based on aggregated 13F filings for Q4 2014.