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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
OSAM
1876
O'Shaughnessy Asset Management
Connecticut
$230K +$55.4K +601 +31%
BMCMI
1877
Bryn Mawr Capital Management Inc
Pennsylvania
$229K -$22.2M -240,810 -99%
TT
1878
Tiedemann Trust
Delaware
$229K -$2.53M -27,425 -90%
ARM
1879
Adirondack Research & Management
New York
$229K
NYLIM
1880
New York Life Investment Management
New York
$229K
RAM
1881
Roanoke Asset Management
New Jersey
$229K
RCIM
1882
Russell Clark Investment Management
United Kingdom
$229K
SRC
1883
Stone Run Capital
New York
$229K +$230K +2,500 New
AC
1884
Alley Company
Illinois
$228K -$31.3K -340 -12%
AL
1885
Aspiriant LLC
California
$228K +$229K +2,488 New
SSA
1886
South Street Advisors
New York
$225K +$9.22K +100 +4%
BCM
1887
Brown Capital Management
Maryland
$223K -$23K -250 -9%
CS
1888
Comerica Securities
Michigan
$223K -$3.69K -40 -2%
CAM
1889
Chesapeake Asset Management
New York
$223K
DSAM
1890
Dock Street Asset Management
Florida
$221K -$10K -109 -4%
PGCM
1891
Prescott Group Capital Management
Oklahoma
$220K
WHRC
1892
W.H. Reaves & Co
New Jersey
$220K
AAS
1893
Annex Advisory Services
Wisconsin
$219K -$1.75K -19 -0.8%
KA
1894
Kovack Advisors
Florida
$219K -$1.01K -11 -0.5%
MVA
1895
Mount Vernon Associates
Maryland
$219K
BGAM
1896
Boussard & Gavaudan Asset Management
United Kingdom
$219K +$221K +2,394 New
SA
1897
SRH Advisors
Kansas
$212K +$214K +2,319 New
LWM
1898
Lenox Wealth Management
Ohio
$209K +$210K +2,282 New
IIM
1899
Ironwood Investment Management
Massachusetts
$208K +$209K +2,273 New
PTC
1900
Provident Trust Company
Wisconsin
$206K +$207K +2,247 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.