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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
EWM
1901
Empirical Wealth Management
Washington
$204K -$9.77K -106 -5%
CG
1902
Corundum Group
Colorado
$202K +$204K +2,209 New
BC
1903
Barnett & Company
Tennessee
$201K +$202K +2,193 New
IFLIT
1904
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$194K
PL
1905
Parkwood LLC
Ohio
$185K +$187K +2,024 New
MS
1906
Madison Scottsdale
Arizona
$183K -$359K -3,900 -66%
CFG
1907
CKW Financial Group
Hawaii
$181K +$182K +1,980 New
PIM
1908
Parasol Investment Management
Illinois
$180K +$181K +1,968 New
Cohen & Steers
1909
Cohen & Steers
New York
$174K
CI
1910
Cowen Inc
New York
$165K -$3.06M -33,200 -95%
BWFA
1911
Baltimore-Washington Financial Advisors
Maryland
$162K
BG
1912
Bollard Group
Massachusetts
$159K -$783K -8,500 -83%
MAS
1913
Madden Advisory Services
Florida
$148K +$11.3K +123 +8%
CAL
1914
Capital Advisors Ltd
Ohio
$148K +$149K +1,619 New
CG
1915
Colony Group
Massachusetts
$144K +$145K +1,568 New
DSI
1916
Daiwa SB Investments
Japan
$141K
FA
1917
Financial Advantage
Maryland
$134K
SAM
1918
Solaris Asset Management
New York
$132K
GI
1919
Gradient Investments
Minnesota
$130K +$5.07K +55 +4%
SFPIA
1920
Stevens First Principles Investment Advisors
California
$128K -$46.1K -500 -26%
ACM
1921
Antonetti Capital Management
Florida
$127K -$87.6K -950 -41%
PWAG
1922
Polaris Wealth Advisory Group
California
$124K
PCTC
1923
Perkins Coie Trust Company
Washington
$112K +$112K +1,219 New
PTCG
1924
Pring Turner Capital Group
California
$110K +$111K +1,200 New
HCM
1925
Horrell Capital Management
Arkansas
$109K

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.