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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
State Street
1
State Street
Massachusetts
$14.6B +$218M +2,362,045 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.8B +$227M +2,465,674 +2%
BIT
3
BlackRock Institutional Trust
California
$6.97B +$68.8M +746,158 +1%
JP Morgan Chase
4
JP Morgan Chase
New York
$5.22B -$54.1M -587,357 -1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$4.63B -$284M -3,084,421 -6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.02B -$219M -2,376,441 -5%
Northern Trust
7
Northern Trust
Illinois
$3.8B -$35.3M -382,922 -0.9%
State Farm Mutual Automobile Insurance
8
State Farm Mutual Automobile Insurance
Illinois
$3.47B
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$3.1B -$187M -2,032,778 -6%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$3.08B +$421M +4,571,692 +16%
BFA
11
BlackRock Fund Advisors
California
$2.95B +$162M +1,755,540 +6%
Capital World Investors
12
Capital World Investors
California
$2.55B +$101M +1,100,000 +4%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$2.36B -$23.1M -250,357 -1%
Bank of America
14
Bank of America
North Carolina
$2.28B +$91.1M +988,648 +4%
BG
15
BlackRock Group
United Kingdom
$2B -$105M -1,141,868 -5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.95B +$107M +1,162,348 +6%
Norges Bank
17
Norges Bank
Norway
$1.89B -$133M -1,443,216 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
18
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.81B -$132M -1,434,621 -7%
Ameriprise
19
Ameriprise
Minnesota
$1.75B +$234M +2,537,952 +15%
Franklin Resources
20
Franklin Resources
California
$1.74B -$20.7M -224,921 -1%
Wells Fargo
21
Wells Fargo
California
$1.64B +$104M +1,126,622 +7%
TCIM
22
TIAA CREF Investment Management
New York
$1.62B +$132M +1,435,627 +9%
Barrow, Hanley, Mewhinney & Strauss
23
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.59B +$12.5M +135,752 +0.8%
Deutsche Bank
24
Deutsche Bank
Germany
$1.59B -$266M -2,888,200 -14%
AAM
25
Aberdeen Asset Management
United Kingdom
$1.48B -$47M -510,020 -3%

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.