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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
GGPS
1826
Gary Goldberg Planning Services
New York
$316K -$73K -792 -19%
GWM
1827
Greenwich Wealth Management
Connecticut
$313K
AWA
1828
ARS Wealth Advisors
Florida
$312K +$314K +3,405 New
BFG
1829
Bouchey Financial Group
New York
$308K +$301K +3,270 New
LIA
1830
LBMC Investment Advisors
Tennessee
$301K +$6.45K +70 +2%
GS
1831
Gagnon Securities
New York
$300K +$302K +3,273 New
RMC
1832
Regis Management Company
California
$299K +$2.3K +25 +0.8%
TAM
1833
Telluride Asset Management
Minnesota
$299K +$301K +3,261 New
GBA
1834
Garrison Bradford & Associates
New York
$298K
CRC
1835
Curi RMB Capital
Illinois
$296K -$94.6K -1,026 -24%
SCM
1836
Snow Capital Management
Pennsylvania
$296K
RIM
1837
Reliant Investment Management
Tennessee
$296K +$298K +3,230 New
WIC
1838
Wood Investment Counsel
Colorado
$292K -$102K -1,105 -26%
MPM
1839
Meritage Portfolio Management
Kansas
$292K
FAM
1840
Formidable Asset Management
Ohio
$287K -$11.7K -127 -4%
IAS
1841
IMA Advisory Services
Colorado
$286K
ACM
1842
Ashford Capital Management
Delaware
$279K
DIS
1843
Diversified Investment Strategies
Louisiana
$278K -$4.43M -48,080 -94%
WA
1844
WealthTrust-Arizona
Arizona
$278K -$184 -2 -0.1%
BWP
1845
BSW Wealth Partners
Colorado
$277K -$1.2K -13 -0.4%
CL
1846
CFS LLC
Oklahoma
$275K -$1.41M -15,260 -84%
DAM
1847
Deltec Asset Management
New York
$275K
MC
1848
Montag & Caldwell
Georgia
$275K
RI
1849
Redwood Investments
Massachusetts
$275K
FCE
1850
Fiera Capital (Europe)
Cayman Islands
$275K +$277K +3,008 New

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.