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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
LWM
2076
Lenox Wealth Management
Ohio
$86K -$9.91K -94 -10%
HL
2077
Harding Loevner
New Jersey
$84K
MUMSS
2078
Mitsubishi UFJ Morgan Stanley Securities
Japan
$84K
EAMA
2079
EFG Asset Management (Americas)
Florida
$83K -$74.7K -709 -47%
PFO
2080
Pathstone Family Office
New Jersey
$67K -$106K -1,002 -61%
DA
2081
Dunvegan Associates
California
$65K
SFPIA
2082
Stevens First Principles Investment Advisors
California
$62K -$21.1K -200 -25%
CPIG
2083
Chicago Partners Investment Group
Illinois
$61K +$61.1K +580 New
AFS
2084
Aft Forsyth & Sober
Florida
$53K
MIP
2085
Mondrian Investment Partners
United Kingdom
$52K
SCP
2086
Syntal Capital Partners
Texas
$52K +$105 +1 +0.2%
RGI
2087
River Global Investors
United Kingdom
$48K +$48.5K +460 New
BRWA
2088
B. Riley Wealth Advisors
Florida
$45.2K +$3.79M +35,930 +96%
MIM
2089
Macroview Investment Management
Maryland
$44K -$7.69K -73 -15%
CP
2090
Corbenic Partners
Pennsylvania
$43K +$43K +408 New
TC
2091
TradeLink Capital
Illinois
$43K +$43.7K +415 New
ACM
2092
Axel Capital Management
New York
$42K
BWFA
2093
Baltimore-Washington Financial Advisors
Maryland
$42K
EMA
2094
Efficient Market Advisors
California
$42K
NHFG
2095
New Harbor Financial Group
Massachusetts
$42K +$42.2K +400 New
IF
2096
Ironwood Financial
Arizona
$39K +$39.7K +377 New
PFG
2097
Piershale Financial Group
Illinois
$38K +$211 +2 +0.6%
WCM
2098
Wealthcare Capital Management
Virginia
$37K +$2K +19 +6%
IMS
2099
Index Management Solutions
Pennsylvania
$36K -$771K -7,316 -96%
KCM
2100
Karp Capital Management
California
$32K +$32.2K +306 New

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.