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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
AI
201
Analytic Investors
California
$93.8M +$29.8M +323,215 +46%
CI
202
Cincinnati Insurance
Ohio
$92.5M
CB
203
Commerce Bank
Missouri
$92M -$1.15M -12,460 -1%
TSU
204
TD Securities (USA)
New York
$91.2M +$2.82M +30,570 +3%
MSA
205
Mason Street Advisors
Wisconsin
$89.9M +$10.3M +111,986 +13%
JAM
206
Jupiter Asset Management
United Kingdom
$89.7M -$2.01M -21,837 -2%
KBC Group
207
KBC Group
Belgium
$89.7M +$3.8M +41,270 +4%
SC
208
Saturna Capital
Washington
$88.1M
WCM
209
Winton Capital Management
United Kingdom
$87.9M +$26.9M +291,526 +44%
EHC
210
Everett Harris & Co
California
$87.9M +$1.57M +17,065 +2%
DekaBank Deutsche Girozentrale
211
DekaBank Deutsche Girozentrale
Germany
$87.3M -$1.58M -17,151 -2%
MHI
212
Miller Howard Investments
New York
$87.3M -$326K -3,532 -0.4%
ASC
213
Atalanta Sosnoff Capital
New York
$84.9M +$29M +315,103 +52%
Luther King Capital Management (LKCM)
214
Luther King Capital Management (LKCM)
Texas
$84.8M -$4.33M -46,971 -5%
BMO
215
Beck Mack & Oliver
New York
$84.7M -$3.15M -34,157 -4%
VRS
216
Virginia Retirement Systems
Virginia
$84.5M +$2.84M +30,829 +3%
Susquehanna International Group
217
Susquehanna International Group
Pennsylvania
$84.2M -$137M -1,484,344 -62%
Jacobs Levy Equity Management
218
Jacobs Levy Equity Management
New Jersey
$81.8M +$2.89M +31,380 +4%
Lord, Abbett & Co
219
Lord, Abbett & Co
New Jersey
$80M -$27.5M -298,221 -25%
Los Angeles Capital Management
220
Los Angeles Capital Management
California
$79.8M -$8.07M -87,554 -9%
EAM
221
Edge Asset Management
Washington
$79.4M -$84.2M -913,768 -51%
Pzena Investment Management
222
Pzena Investment Management
New York
$79.4M +$1.72M +18,700 +2%
Victory Capital Management
223
Victory Capital Management
Texas
$78.5M -$27.9M -302,426 -26%
GC
224
Guggenheim Capital
Illinois
$77.1M -$1.26M -13,670 -2%
NPA
225
Nichols & Pratt Advisers
Massachusetts
$77M -$1.89M -20,550 -2%

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.