As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.
While doing this research we also uncovered a number of superinvestors that currently hold stocks that don’t appear in our screens at the moment. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Buying‘ which features one stock that appears in a number of superinvestor portfolos, and who’s buying it. This week we’ll take a look at:
Johnson & Johnson (NYSE: JNJ)
Johnson & Johnson is the world’s largest and most diverse healthcare company. Three divisions make up the firm: pharmaceutical, medical devices and diagnostics, and consumer. The drug and device groups represent close to 80% of sales and drive the majority of cash flows for the firm. The drug division focuses on the following therapeutic areas: immunology, oncology, neurology, pulmonary, cardiology, and metabolic diseases. The device segment focuses on orthopedics, surgery tools, vision care, and a few smaller areas. The last segment of consumer focuses on baby care, beauty, oral care, over-the-counter drugs, and women’s health. Geographically, just over half of total revenue is generated in the United States.
A quick look at the price chart below for Johnson & Johnson shows us that the stock is down 13% in the past twelve months.
(Source: Morningstar)
Superinvestors who currently hold positions in Johnson & Johnson include:
Ken Fisher – 12,097,130 shares
Cliff Asness – 7,040,488 shares
Donald Yacktman – 3,720,231 shares
Ken Griffin – 3,289,559 shares
Jeremy Grantham – 2,645,538 shares
Jim Simons – 2,016,768 shares
Tweedy Browne – 1,967,904 shares
John Rogers – 953,283 shares
Tom Gayner – 610,800 shares
Steve Cohen – 424,600 shares
Warren Buffett – 327,100 shares
Joel Greenblatt – 170,735 shares
Prem Watsa – 146,800 shares
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