Portfolio changes · featured 13Fs
Activity
Moves in JNJ across featured managers — New / Exit / Add / Reduce.
JNJ · all sizes
10 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 5 | |||||
| JNJ | New | Christopher Bloomstran - Semper Augustus Investments Group | +0.02% | opened 0.02% | Q1→Q2 |
| JNJ | Add | Farallon Capital Management | +0.27% | +175.7% sh | Q1→Q2 |
| JNJ | Add | Ron Baron - Bamco Inc. (Baron Capital) | −0.01% | +11.9% sh | Q1→Q2 |
| JNJ | Reduce | Mairs & Power | −0.46% | −26.8% sh | Q1→Q2 |
| JNJ | Reduce | John Rogers - Ariel Investments | −0.02% | −12.7% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| JNJ | Reduce | Thomas Russo - Gardner Russo & Quinn | 0.00% | −14.7% sh | Q1→Q2 |
| 7 Aug 3 | |||||
| JNJ | Exit | Richard Pzena - Pzena Investment Management | −0.16% | was 0.16% | Q1→Q2 |
| JNJ | Reduce | Tweedy, Browne Co. | −0.38% | −8.1% sh | Q1→Q2 |
| JNJ | Reduce | Jensen Investment Management | +0.01% | −9.9% sh | Q1→Q2 |
| 21 Apr 1 | |||||
| JNJ | Reduce | Robert Olstein - Olstein Capital Management | +0.08% | −15.5% sh | 2025Q4→2026Q1 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home