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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
SSA
1776
South Street Advisors
New York
$205K -$25.1K -280 -11%
ACM
1777
Antonetti Capital Management
Florida
$203K +$17.9K +200 +9%
EWM
1778
Empirical Wealth Management
Washington
$202K +$209K +2,334 New
IFLIT
1779
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$184K
OSAM
1780
O'Shaughnessy Asset Management
Connecticut
$166K +$167K +1,860 +3,444%
MI
1781
Mercer Investments
Massachusetts
$165K -$77.3K -862 -31%
Cohen & Steers
1782
Cohen & Steers
New York
$165K -$17.9K -200 -10%
SFPIA
1783
Stevens First Principles Investment Advisors
California
$165K +$170K +1,900 New
BWFA
1784
Baltimore-Washington Financial Advisors
Maryland
$153K +$122K +1,365 +341%
AWMS
1785
Advocacy Wealth Management Services
Georgia
$145K +$74.8K +834 +109%
TC
1786
TradeLink Capital
Illinois
$139K -$718K -8,000 -83%
DSI
1787
Daiwa SB Investments
Japan
$134K -$199K -2,220 -59%
MP
1788
Manifold Partners
California
$130K -$40.4K -450 -23%
MAS
1789
Madden Advisory Services
Florida
$129K -$14.4K -161 -10%
FA
1790
Financial Advantage
Maryland
$127K
SAM
1791
Solaris Asset Management
New York
$125K
GI
1792
Gradient Investments
Minnesota
$118K -$1.22M -13,618 -91%
TCM
1793
TD Capital Management
Tennessee
$117K +$7.27K +81 +6%
PWAG
1794
Polaris Wealth Advisory Group
California
$117K
HCM
1795
Horrell Capital Management
Arkansas
$102K
NHFG
1796
New Harbor Financial Group
Massachusetts
$91K +$13.1K +146 +16%
AIB
1797
Allied Irish Banks
Ireland
$87K +$26K +290 +40%
SHWM
1798
Smith & Howard Wealth Management
Georgia
$86K
LFG
1799
LifePlan Financial Group
Ohio
$77K
CFA
1800
Camarda Financial Advisors
Florida
$71K -$3.95K -44 -5%

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.