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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
ICM
1801
IMS Capital Management
Oregon
$612K +$111K +1,054 +22%
FM
1802
Family Management
New York
$610K
MG
1803
MDE Group
New Jersey
$609K
HRIA
1804
Haberer Registered Investment Advisor
Ohio
$608K -$27.9K -265 -4%
CW
1805
Cabot-Wellington
Massachusetts
$608K
TFF
1806
The Family Firm
Maryland
$607K +$612K +5,807 New
GAM
1807
Gemmer Asset Management
California
$605K -$6.74K -64 -1%
GWS
1808
Glassman Wealth Services
Virginia
$593K +$598K +5,673 New
VWM
1809
Vector Wealth Management
Minnesota
$592K -$72.7K -690 -11%
BIA
1810
Barry Investment Advisors
Massachusetts
$591K +$595K +5,648 New
CC
1811
Columbia Capital
California
$590K -$2.39M -22,694 -80%
ZCI
1812
Zevenbergen Capital Investments
Washington
$589K +$68.5K +650 +13%
B
1813
Bellecapital
Switzerland
$587K -$307K -2,909 -34%
TC
1814
Telemus Capital
Michigan
$585K -$5.27K -50 -0.9%
HS
1815
Huntington Steele
Pennsylvania
$585K
CAM
1816
Concorde Asset Management
Michigan
$584K +$800K +7,587 New
ZIG
1817
Zuckerman Investment Group
Illinois
$582K
CCMW
1818
Cypress Capital Management (Wyoming)
Wyoming
$580K +$585K +5,550 New
ANBT
1819
American National Bank & Trust
Texas
$579K +$4.95K +47 +0.9%
AWA
1820
ARS Wealth Advisors
Florida
$578K -$5.27K -50 -0.9%
SCA
1821
Stillwater Capital Advisors
Pennsylvania
$577K
BCM
1822
Bourgeon Capital Management
Connecticut
$576K
MCWS
1823
McKinley Carter Wealth Services
West Virginia
$573K +$281K +2,669 +95%
TWM
1824
Torch Wealth Management
Ohio
$571K +$59.1K +561 +11%
MGAM
1825
McGowan Group Asset Management
Texas
$570K +$574K +5,448 New

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.