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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
ACI
1776
Advance Capital I
Michigan
$404K
TSBJ
1777
Trevor, Stewart, Burton & Jacobsen
New York
$403K
TFCP
1778
Twin Focus Capital Partners
Massachusetts
$403K +$41.7K +453 +11%
PHAM
1779
Palisades Hudson Asset Management
Florida
$402K
WHI
1780
William Harris Investors
Illinois
$401K
FVCM
1781
F&V Capital Management
Florida
$401K +$3.13K +34 +0.8%
OAM
1782
Oberweis Asset Management
Illinois
$400K -$3.87K -42 -1%
CCS
1783
Crosspoint Capital Strategies
California
$399K +$394K +4,274 New
WCM Investment Management
1784
WCM Investment Management
California
$394K
IRS
1785
Invictus RG (Singapore)
Singapore
$394K +$396K +4,301 New
RPA
1786
Rock Point Advisors
Vermont
$382K -$132K -1,431 -26%
HI
1787
HBK Investments
Texas
$376K -$11.7M -127,200 -97%
RMSCM
1788
R.M. Sincerbeaux Capital Management
New York
$373K +$375K +4,070 New
FPA
1789
Fieldpoint Private Advisors
New York
$371K +$18.4K +200 +5%
CPO
1790
Cerity Partners OCIO
New York
$370K +$461 +5 +0.1%
DSN
1791
D. Scott Neal
Kentucky
$370K +$372K +4,038 New
RCA
1792
Rex Capital Advisors
Rhode Island
$370K
KL
1793
Kinsight LLC
Alabama
$369K -$4.24K -46 -1%
CIC
1794
Cornercap Investment Counsel
Georgia
$368K +$32.2K +349 +10%
HH
1795
HWG Holdings
Texas
$368K +$370K +4,014 New
CAW
1796
Cornerstone Advisors (Washington)
Washington
$366K -$27K -293 -7%
CHA
1797
Cedar Hill Associates
Illinois
$364K -$101K -1,100 -22%
RTS
1798
Round Table Services
New Jersey
$364K +$366K +3,970 New
Manulife (Manufacturers Life Insurance)
1799
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$362K -$30.3M -328,607 -8%
AW
1800
Alpha Windward
Massachusetts
$360K -$829 -9 -0.2%

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.