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JNJ - Johnson & Johnson

This page shows which of the focused investors we track hold JNJ and how their positions changed, so you can see how much conviction the group has in the stock.

In Q3 2014 it was held by 22 managers with an aggregate reported value of $3.47B, which is 0.45% of the combined portfolio.

As of Q3 2014, 22 tracked institutional managers held JNJ (Johnson & Johnson) with an aggregate reported value of $3.47B0.45% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q3 2014
Ticker
JNJ

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Yacktman Asset Management - Yacktman Asset Management3.85%Add +91.3%17,302,517$1.84B
2Tweedy Browne Co. - Tweedy Browne Value Fund10.22%Reduce -0.8%4,163,934$443.83M
3Mairs & Power Growth Fund - Mairs & Power Growth Fund3.09%Reduce -0.5%1,987,137$211.81M
4First Eagle - First Eagle Investment Management0.44%New1,651,622$176.05M
5First Pacific Advisors - First Pacific Advisors1.31%New1,473,500$157.06M
6Terry Smith - Fundsmith6.54%Add +10.1%1,434,318$152.88M
7Richard Pzena - Pzena Investment Management0.69%New1,184,416$126.25M
8Sarah Ketterer - Causeway Capital Management3.44%New853,150$99.16M
9Thomas Gayner - Markel Asset Management1.73%-574,200$61.2M
10Ariel Investments - Ariel Investments0.74%New536,616$57.2M
11Warren Buffett - Berkshire Hathaway 0.03%-327,100$34.87M
12David Katz - Matrix Asset Advisors3.30%Reduce -4.7%266,022$28.36M
13Valley Forge Capital Management - Valley Forge Capital Management2.50%Reduce -16.3%192,545$20.52M
14Torray Funds - Torray Funds1.08%-111,724$11.91M
15Robert Olstein - Olstein Capital Management1.15%Reduce -4.6%83,000$8.85M
16Prem Watsa - Fairfax Financial Holdings0.60%Reduce -2.2%82,850$8.83M
17Ruane Cunniff LP - Ruane Cunniff LP0.04%New76,259$8.13M
18Steven Check - Check Capital Management0.80%New63,558$6.78M
19Dodge & Cox - Dodge & Cox0.00%Add +21.9%47,095$5.02M
20Christopher Bloomstran - Semper Augustus2.48%Reduce -34.5%37,955$4.05M
21Bill Nygren - Oakmark Funds0.00%New18,698$1.99M
22Jensen Investment Management - Jensen Investment Management0.03%New15,400$1.64M
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