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Johnson & Johnson

1,830 hedge funds and large institutions have $168B invested in Johnson & Johnson in 2013 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 679 increasing their positions, 867 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 30

2% more funds holding

Funds holding: 1,7921,830 (+38)

4% more capital invested

Capital invested by funds: $162B → $168B (+$6.31B)

6% less call options, than puts

Call options by funds: $1.79B | Put options by funds: $1.91B

1.07% less ownership

Funds ownership: 66.95%65.88% (-1.1%)

7% less funds holding in top 10

Funds holding in top 10: 649606 (-43)

22% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 867

Holders
1,830
Holders Change
+38
Holders Change %
+2.12%
% of All Funds
59.34%
Holding in Top 10
606
Holding in Top 10 Change
-43
Holding in Top 10 Change %
-6.63%
% of All Funds
19.65%
New
85
Increased
679
Reduced
867
Closed
30
Calls
$1.79B
Puts
$1.91B
Net Calls
-$121M
Net Calls Change
-$124M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$13.6B +$49.2M +548,075 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.9B +$379M +4,225,966 +3%
LTI
3
Laffer Tengler Investments
Tennessee
$7.17B -$9.85M -109,784 Closed
BIT
4
BlackRock Institutional Trust
California
$6.54B -$22.9M -255,123 -0.3%
JP Morgan Chase
5
JP Morgan Chase
New York
$4.99B +$495M +5,519,100 +11%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$4.65B -$32.1M -357,770 -0.7%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$4.01B -$253M -2,824,938 -6%
Northern Trust
8
Northern Trust
Illinois
$3.63B -$78.6M -875,958 -2%
State Farm Mutual Automobile Insurance
9
State Farm Mutual Automobile Insurance
Illinois
$3.28B
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$3.11B +$37.9M +422,621 +1%
BFA
11
BlackRock Fund Advisors
California
$2.64B +$66M +735,449 +2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$2.52B -$549M -6,116,533 -17%
Capital World Investors
13
Capital World Investors
California
$2.31B +$89.7M +1,000,000 +4%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$2.26B -$89.5M -997,229 -4%
Bank of America
15
Bank of America
North Carolina
$2.07B +$22.4M +249,858 +1%
BG
16
BlackRock Group
United Kingdom
$1.99B +$121M +1,352,747 +6%
Norges Bank
17
Norges Bank
Norway
$1.92B
Grantham, Mayo, Van Otterloo & Co (GMO)
18
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.84B -$176M -1,961,446 -8%
Deutsche Bank
19
Deutsche Bank
Germany
$1.75B +$96M +1,070,615 +6%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.75B +$64.2M +715,915 +4%
Franklin Resources
21
Franklin Resources
California
$1.66B -$303M -3,377,352 -15%
Barrow, Hanley, Mewhinney & Strauss
22
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.49B +$3.4M +37,878 +0.2%
AAM
23
Aberdeen Asset Management
United Kingdom
$1.45B +$4.22M +47,033 +0.3%
Wells Fargo
24
Wells Fargo
California
$1.45B +$4.49M +50,093 +0.3%
Ameriprise
25
Ameriprise
Minnesota
$1.44B -$52.1M -581,223 -3%

JNJ Hedge Fund Activity: Q3 2013 in Review

1,830 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Johnson & Johnson (JNJ) for Q3 2013, worth a combined $168B — up 3.9% from $162B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new JNJ positions and 30 closed out — a net gain of 55 holders — while 679 added to existing stakes and 867 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $495M. The largest seller was Goldman Sachs, cutting an estimated $1.15B.

  • 1,830 institutional investors held Johnson & Johnson (JNJ) as of Q3 2013, up from 1,792 in Q2 2013.
  • Funds reported $168B of Johnson & Johnson stock for Q3 2013, up 3.9% quarter-over-quarter.
  • 85 funds opened new Johnson & Johnson positions in Q3 2013 and 30 closed out, a net change of +55 holders.
  • The largest Johnson & Johnson buyer in Q3 2013 was JP Morgan Chase, an estimated $495M added.
  • The largest Johnson & Johnson seller in Q3 2013 was Goldman Sachs, an estimated $1.15B sold.

Based on aggregated 13F filings for Q3 2013.