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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
SHWM
1926
Smith & Howard Wealth Management
Georgia
$107K +$15.7K +170 +17%
PFA
1927
Paradigm Financial Advisors
Missouri
$107K +$108K +1,172 New
PFO
1928
Pathstone Family Office
New Jersey
$105K +$38.2K +415 +57%
IC
1929
IKOS CIF
Cyprus
$99K -$645K -6,995 -87%
NHFG
1930
New Harbor Financial Group
Massachusetts
$87K -$9.22K -100 -9%
LWM
1931
LBA Wealth Management
Florida
$84K +$84K +912 New
LFG
1932
LifePlan Financial Group
Ohio
$82K
HCP
1933
Holt Capital Partners
Texas
$82K +$82.9K +900 New
IMS
1934
Index Management Solutions
Pennsylvania
$75K +$184 +2 +0.2%
TDC
1935
Thompson Davis & Co
Virginia
$73K +$73.5K +797 New
NCM
1936
Nelson Capital Management
California
$71K
GAAM
1937
Guinness Atkinson Asset Management
California
$71K +$7.37K +80 +11%
CFA
1938
Camarda Financial Advisors
Florida
$70K -$5.16K -56 -7%
MUMSS
1939
Mitsubishi UFJ Morgan Stanley Securities
Japan
$69K +$922 +10 +1%
GA
1940
Glenhill Advisors
New York
$42K -$6.9M -74,908 -99%
MIM
1941
Macroview Investment Management
Maryland
$42K +$4.33K +47 +11%
EMA
1942
Efficient Market Advisors
California
$38K +$1.29K +14 +4%
SMA
1943
Simply Money Advisors
Ohio
$37K +$2.3K +25 +7%
BCI
1944
Brinker Capital Investments
Pennsylvania
$30K -$190K -2,057 -86%
RWML
1945
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$29.2K +$25.7K +279 New
NC
1946
Nicholas Company
Wisconsin
$27K
SEC
1947
Seven Eight Capital
New York
$27K +$27.6K +300 New
GXMC
1948
Global X Management Company
New York
$26K
ACM
1949
Axel Capital Management
New York
$25K
UB
1950
UMB Bank
Missouri
$24.3K +$177K +1,919 +0.7%

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.