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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 Q4 2014 it was held by 21 managers with an aggregate reported value of $2.37B, which is 0.31% of the combined portfolio.

As of Q4 2014, 21 tracked institutional managers held JNJ (Johnson & Johnson) with an aggregate reported value of $2.37B0.31% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2014
Ticker
JNJ

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

Holders

1Yacktman Asset Management - Yacktman Asset Management3.73%Reduce -50.2%8,611,359$900.49M
2Tweedy Browne Co. - Tweedy Browne Value Fund11.09%Reduce -0.5%4,142,445$433.18M
3Mairs & Power Growth Fund - Mairs & Power Growth Fund2.80%Reduce -2.9%1,930,408$201.86M
4Terry Smith - Fundsmith6.08%Add +13.6%1,629,983$170.45M
5First Eagle - First Eagle Investment Management0.41%Reduce -2.1%1,616,927$169.08M
6Richard Pzena - Pzena Investment Management0.66%Reduce -0.0%1,183,966$123.81M
7Sarah Ketterer - Causeway Capital Management3.16%Add +9.1%930,583$109.36M
8Ariel Investments - Ariel Investments0.76%Add +17.8%632,132$66.1M
9Thomas Gayner - Markel Asset Management1.58%-574,200$60.04M
10Warren Buffett - Berkshire Hathaway 0.03%-327,100$34.21M
11David Katz - Matrix Asset Advisors3.08%Reduce -1.9%261,093$27.3M
12Valley Forge Capital Management - Valley Forge Capital Management2.30%Reduce -3.5%185,721$19.42M
13Torray Funds - Torray Funds1.00%Add +1.5%113,383$11.86M
14Prem Watsa - Fairfax Financial Holdings0.56%-82,850$8.66M
15Ruane Cunniff LP - Ruane Cunniff LP0.04%Reduce -0.4%75,946$7.94M
16Robert Olstein - Olstein Capital Management0.91%Reduce -14.5%71,000$7.42M
17Dodge & Cox - Dodge & Cox0.00%Reduce -6.1%44,235$4.63M
18Steven Check - Check Capital Management0.43%Reduce -42.1%36,809$3.85M
19Christopher Bloomstran - Semper Augustus1.36%Reduce -46.4%20,363$2.13M
20Jensen Investment Management - Jensen Investment Management0.03%Add +31.9%20,320$2.13M
21Bill Nygren - Oakmark Funds0.00%Add +2.0%19,068$1.99M
Loading holder history for JNJ