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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
PAM
1801
Premier Asset Management
Illinois
$360K
EA
1802
Evanston Advisors
Illinois
$358K +$361K +3,913 New
BIA
1803
Biondo Investment Advisors
Pennsylvania
$357K -$9.22K -100 -3%
MCWS
1804
McKinley Carter Wealth Services
West Virginia
$357K +$47.9K +520 +15%
NC
1805
NewSquare Capital
Pennsylvania
$353K +$23K +250 +7%
SFI
1806
SPC Financial Inc
Maryland
$353K +$355K +3,855 New
ZF
1807
Zhang Financial
Michigan
$351K
FLAM
1808
First Light Asset Management
Minnesota
$350K +$352K +3,820 New
Rafferty Asset Management
1809
Rafferty Asset Management
New York
$349K +$351K +3,813 New
IT
1810
Investors Trust
Texas
$347K -$3.33M -36,082 -90%
PIM
1811
Provident Investment Management
Michigan
$343K +$2.3K +25 +0.7%
SC
1812
Stratford Consulting
Texas
$340K +$1.84K +20 +0.5%
AWS
1813
Aris Wealth Services
Pennsylvania
$340K +$30K +326 +10%
AI
1814
Accredited Investors
Minnesota
$339K -$1.75K -19 -0.5%
SFG
1815
Sather Financial Group
Texas
$334K
FNBOH
1816
First National Bank of Hutchinson
Kansas
$333K -$96.8K -1,050 -22%
BEC
1817
Blue Edge Capital
Virginia
$331K +$333K +3,615 New
FIG
1818
Fusion Investment Group
Pennsylvania
$331K +$333K +3,616 New
SCM
1819
Shapiro Capital Management
Georgia
$330K -$46.1K -500 -12%
CL
1820
CIM LLC
New York
$329K -$4.24K -46 -1%
NA
1821
Nottingham Advisors
New York
$329K
QC
1822
QCM Cayman
Texas
$328K +$330K +3,582 New
ACM
1823
Aviance Capital Management
Florida
$323K +$10.2K +111 +3%
PBT
1824
Pictet Bank & Trust
Bahamas
$321K +$323K +3,500 New
VAS
1825
Valicenti Advisory Services
New York
$318K

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.