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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
CAL
2051
Capital Advisors Ltd
Ohio
$169K
PO
2052
Private Ocean
California
$168K +$158K +1,501 +1,365%
SFG
2053
Sage Financial Group
Pennsylvania
$167K
IPC
2054
Independent Portfolio Consultants
Florida
$166K +$18.1K +172 +12%
GAAM
2055
Guinness Atkinson Asset Management
California
$160K
PCTC
2056
Perkins Coie Trust Company
Washington
$157K -$33.2K -315 -17%
CFS
2057
Commonwealth Financial Services
West Virginia
$157K +$159K +1,505 New
Cohen & Steers
2058
Cohen & Steers
New York
$146K -$84.3K -800 -36%
SC
2059
SRB Corp
Massachusetts
$142K
P
2060
Palladiem
Pennsylvania
$140K +$141K +1,340 New
GI
2061
Gradient Investments
Minnesota
$138K -$2.86M -27,163 -95%
SAM
2062
Solaris Asset Management
New York
$137K
NC
2063
NewSquare Capital
Pennsylvania
$135K -$261K -2,477 -66%
RCG
2064
Ruggie Capital Group
Florida
$135K +$137K +1,296 New
SFU
2065
Stonehage Fleming (UK)
United Kingdom
$131K
NCM
2066
Nelson Capital Management
California
$129K -$2.53K -24 -2%
HCM
2067
Horrell Capital Management
Arkansas
$123K
OAM
2068
Orinda Asset Management
California
$117K -$19K -180 -14%
FA
2069
Financial Advantage
Maryland
$113K -$71.7K -680 -39%
AA
2070
Apriem Advisors
California
$107K +$105 +1 +0.1%
LWM
2071
LBA Wealth Management
Florida
$100K -$8.75K -83 -8%
VIMU
2072
Veritas Investment Management (UK)
United Kingdom
$100K
MAS
2073
Madden Advisory Services
Florida
$99K -$147K -1,395 -59%
LWA
2074
Lenox Wealth Advisors
New York
$93K +$7.9K +75 +9%
SGC
2075
South Georgia Capital
Illinois
$90K +$5.8K +55 +7%

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.