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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
SG
1851
Somerset Group
Minnesota
$274K -$4.61K -50 -2%
DM
1852
Diker Management
New York
$270K
WWM
1853
Willingdon Wealth Management
North Carolina
$270K +$271K +2,943 New
OWP
1854
Obermeyer Wealth Partners
Colorado
$268K +$27.6K +300 +11%
LIM
1855
Lathrop Investment Management
Arkansas
$267K -$24.2K -263 -8%
NPPM
1856
North Point Portfolio Managers
Ohio
$267K
MIP
1857
Marietta Investment Partners
Wisconsin
$263K +$8.29K +90 +3%
VIMU
1858
Veritas Investment Management (UK)
United Kingdom
$262K
WCM
1859
Weatherstone Capital Management
Colorado
$261K
SAM
1860
Shikiar Asset Management
New York
$256K
DBG
1861
De Burlo Group
Massachusetts
$256K +$4.15K +45 +2%
HHAM
1862
HITE Hedge Asset Management
Massachusetts
$254K
FAG
1863
Financial Advisory Group
Texas
$253K +$18.4K +200 +8%
CA
1864
Corrado Advisors
New Jersey
$250K
IFB
1865
iAB Financial Bank
Indiana
$250K +$4.61K +50 +2%
WA
1866
WESPAC Advisors
California
$250K +$252K +2,730 New
KWILP
1867
Kiwi Wealth Investments Limited Partnership
New Zealand
$249K -$28.8K -313 -10%
FCFC
1868
First Commonwealth Financial Corp
Pennsylvania
$249K -$16.1K -175 -6%
GC
1869
Grace Capital
Massachusetts
$240K -$14.7K -160 -6%
NI
1870
NFC Investments
Tennessee
$240K
FI
1871
FCM Investments
Texas
$238K
SC
1872
Sumit Capital
New York
$236K +$237K +2,573 New
FIB
1873
First Interstate Bank
Montana
$234K -$116K -1,254 -33%
AWP
1874
Ascent Wealth Partners
New York
$234K +$235K +2,549 New
CPC
1875
Cookson Peirce & Co
Pennsylvania
$231K -$4.87M -52,790 -95%

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.