We are live on ! Find out more
JNJ icon

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
JIR
1851
James Investment Research
Ohio
$524K +$132K +1,250 +33%
CCM
1852
Copeland Capital Management
Pennsylvania
$522K -$153K -1,450 -23%
HCM
1853
Harvey Capital Management
Florida
$522K
SRSA
1854
S.R. Schill & Associates
Washington
$520K +$524K +4,973 New
MCMT
1855
Moon Capital Management (Tennessee)
Tennessee
$516K
TIM
1856
Tortoise Investment Management
New York
$516K -$41.1K -390 -7%
GIM
1857
Greystone Investment Management
Ohio
$516K
TDC
1858
Thompson Davis & Co
Virginia
$514K +$120K +1,141 +30%
CAW
1859
Cornerstone Advisors (Washington)
Washington
$512K +$13.2K +125 +3%
NYLT
1860
New York Life Trust
New York
$512K +$52.4K +497 +11%
PRCM
1861
Pine River Capital Management
Minnesota
$512K +$258K +2,444 +100%
VFP
1862
Verus Financial Partners
Virginia
$511K -$27.8K -264 -5%
PL
1863
Plancorp LLC
Missouri
$510K -$1.24M -11,787 -71%
DR
1864
Davis Rea
Ontario, Canada
$506K
NA
1865
NSB Advisors
New York
$506K
SS
1866
Sunbelt Securities
Texas
$505K +$509K +4,834 New
SFI
1867
SPC Financial Inc
Maryland
$502K
FWSM
1868
First Wilshire Securities Management
California
$497K
FRM
1869
Foundation Resource Management
Arkansas
$495K
PAA
1870
Peregrine Asset Advisers
Oregon
$492K +$738 +7 +0.1%
CA
1871
Cortland Associates
Missouri
$492K +$114K +1,080 +30%
UAS
1872
United Asset Strategies
New York
$491K +$26.7K +253 +6%
BFIC
1873
Bedell Frazier Investment Counselling
California
$486K +$3.9K +37 +0.8%
ECM
1874
Ensemble Capital Management
California
$481K
AA
1875
AlphaMark Advisors
Kentucky
$480K

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.