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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
CI
1926
CAZ Investments
Texas
$379K +$381K +3,620 New
IWC
1927
Integrated Wealth Counsel
California
$377K
SCM
1928
Shapiro Capital Management
Georgia
$376K
PIC
1929
Portland Investment Counsel
Ontario, Canada
$370K -$417K -3,957 -53%
WA
1930
Wealth Architects
California
$370K +$373K +3,539 New
OAM
1931
Oberweis Asset Management
Illinois
$364K -$52.5K -498 -13%
VAS
1932
Valicenti Advisory Services
New York
$363K +$7.38K +70 +2%
KA
1933
Klingman & Associates
New York
$363K +$367K +3,480 New
Rafferty Asset Management
1934
Rafferty Asset Management
New York
$358K -$293K -2,782 -45%
HF
1935
Hoxton Financial
West Virginia
$357K +$100K +950 +38%
HW
1936
Hedeker Wealth
Illinois
$357K +$359K +3,410 New
SCM
1937
Sterneck Capital Management
Missouri
$356K -$6.85K -65 -2%
CWM
1938
Confluence Wealth Management
Oregon
$351K +$10.6K +101 +3%
EP
1939
Edgestream Partners
New Jersey
$350K -$211K -2,004 -37%
ACM
1940
Alta Capital Management
Utah
$348K +$11.1K +105 +3%
WWM
1941
Willingdon Wealth Management
North Carolina
$346K +$15.6K +148 +5%
AHB
1942
Abner Herrman & Brock
New Jersey
$345K -$409K -3,879 -54%
DAM
1943
Deltec Asset Management
New York
$345K +$31.6K +300 +10%
WCM
1944
Weatherstone Capital Management
Colorado
$343K +$48.5K +460 +16%
SCM
1945
Snow Capital Management
Pennsylvania
$342K
RSS
1946
Rosenblum Silverman Sutton
California
$342K +$527 +5 +0.2%
AI
1947
Accredited Investors
Minnesota
$337K -$25.7K -244 -7%
FNBOH
1948
First National Bank of Hutchinson
Kansas
$337K +$32.5K +308 +11%
LIA
1949
LBMC Investment Advisors
Tennessee
$336K
AW
1950
Alpha Windward
Massachusetts
$335K +$4.53K +43 +1%

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.