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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
EWM
2001
Empirical Wealth Management
Washington
$258K -$21K -199 -7%
BCM
2002
Brown Capital Management
Maryland
$255K
CAM
2003
Chesapeake Asset Management
New York
$255K
BB
2004
Bell Bank
North Dakota
$254K -$3.16K -30 -1%
MIP
2005
Marietta Investment Partners
Wisconsin
$253K +$2.63K +25 +1%
TSBJ
2006
Trevor, Stewart, Burton & Jacobsen
New York
$252K -$6.85K -65 -2%
DWM
2007
Dakota Wealth Management
Florida
$252K +$255K +2,418 New
HIM
2008
Hillsdale Investment Management
Ontario, Canada
$251K -$52.7K -500 -17%
PGCM
2009
Prescott Group Capital Management
Oklahoma
$251K
WHRC
2010
W.H. Reaves & Co
New Jersey
$251K
NBC
2011
Neuberger Berman Canada
Ontario, Canada
$251K +$253K +2,400 New
USGIU
2012
U.S. Global Investors (USGI)
Texas
$251K +$253K +2,400 New
FI
2013
FCM Investments
Texas
$246K
GIM
2014
Greenwich Investment Management
Connecticut
$246K
MVA
2015
Mount Vernon Associates
Maryland
$246K +$16.9K +160 +7%
BCI
2016
Brinker Capital Investments
Pennsylvania
$246K +$188K +1,785 +314%
SA
2017
SRH Advisors
Kansas
$244K
SFG
2018
SNS Financial Group
Minnesota
$237K -$15.7K -149 -6%
LFA
2019
Landmark Financial Advisors
Kentucky
$232K +$232K +2,204 New
SAM
2020
Shikiar Asset Management
New York
$230K -$42.2K -400 -15%
VCP
2021
Vista Capital Partners
Oregon
$230K +$422 +4 +0.2%
AAS
2022
Annex Advisory Services
Wisconsin
$228K +$2.95K +28 +1%
CG
2023
Corundum Group
Colorado
$226K -$2K -19 -0.9%
PC
2024
Peavine Capital
Nevada
$225K +$227K +2,151 New
BC
2025
Barnett & Company
Tennessee
$223K -$12K -114 -5%

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.