Healthcare 3rd Quarter Hedge Fund Activity: JNJ, ABT, PFE, MDT, BMY, MRK PRGO, SYK, UNH, CELG

Wall St. Watchdog reveals information regarding Robert W. Baird Co.’s top holdings in the Healthcare sector for the quarter ending September 30th, 2011. The firm held 82 stocks in the Healthcare sector at the end of the quarter with an aggregate market value of $279.828 million.

  • Johnson & Johnson (NYSE:JNJ): On 06/30/2011 reported holding 980,652 shares with a market value of $65,232,968. This comprised 1.68% of the total portfolio. On 09/30/2011 reported holding 973,144 shares with a market value of $61,979,540. This comprised 1.79% of the total portfolio. The net change in shares for this position over the two quarters is -7,508. About Company: Johnson & Johnson manufactures health care products and provides related services for the consumer, pharmaceutical, and medical devices and diagnostics markets. The Company sells products such as skin and hair care products, acetaminophen products, pharmaceuticals, diagnostic equipment, and surgical equipment in countries located around the world.
  • Abbott Laboratories (NYSE:ABT): On 06/30/2011 reported holding 881,412 shares with a market value of $46,379,898. This comprised 1.2% of the total portfolio. On 09/30/2011 reported holding 921,576 shares with a market value of $47,129,396. This comprised 1.36% of the total portfolio. The net change in shares for this position over the two quarters is 40,164. About Company: Abbott Laboratories discovers, develops, manufactures, and sells a broad and diversified line of health care products and services. The Company’s products include pharmaceuticals, nutritional, diagnostics, and vascular products. Abbott markets its products worldwide through affiliates and distributors.
  • Pfizer Inc. (NYSE:PFE): On 06/30/2011 reported holding 731,253 shares with a market value of $15,063,812. This comprised 0.39% of the total portfolio. On 09/30/2011 reported holding 1,815,948 shares with a market value of $32,105,961. This comprised 0.93% of the total portfolio. The net change in shares for this position over the two quarters is 1,084,695. About Company: Pfizer Inc. is a research-based, global pharmaceutical company that discovers, develops, manufactures, and markets medicines for humans and animals. The Company’s products include prescription pharmaceuticals, non-prescription self-medications, and animal health products such as anti-infective medicines and vaccines.
  • Medtronic Inc. (NYSE:MDT): On 06/30/2011 reported holding 311,675 shares with a market value of $12,008,837. This comprised 0.31% of the total portfolio. On 09/30/2011 reported holding 243,876 shares with a market value of $8,106,439. This comprised 0.23% of the total portfolio. The net change in shares for this position over the two quarters is -67,799. About Company: Medtronic, Inc. develops therapeutic and diagnostic medical products. The Company’s principal products include those for bradycardia pacing, tachyarrhythmia management, atrial fibrillation management, heart failure management, heart valve replacement, malignant and non-malignant pain, and movement disorders. Medtronic’s products are sold worldwide.
  • Bristol-myers Squibb Company (NYSE:BMY): On 06/30/2011 reported holding 247,231 shares with a market value of $7,159,810. This comprised 0.18% of the total portfolio. On 09/30/2011 reported holding 245,550 shares with a market value of $7,705,359. This comprised 0.22% of the total portfolio. The net change in shares for this position over the two quarters is -1,681. About Company: Bristol-Myers Squibb Company is a global biopharmaceutical company that discovers, develops, manufactures and sells pharmaceutical and nutritional products. The Company’s products and experimental therapies address cancer, heart disease, HIV/AIDS, diabetes, rheumatoid arthritis, hepatitis, organ transplant rejection and psychiatric disorders.
  • Merck & Co. Inc. (NYSE:MRK): On 06/30/2011 reported holding 256,428 shares with a market value of $9,049,344. This comprised 0.23% of the total portfolio. On 09/30/2011 reported holding 230,511 shares with a market value of $7,537,710. This comprised 0.22% of the total portfolio. The net change in shares for this position over the two quarters is -25,917. About Company: Merck & Co., Inc. is a global pharmaceutical company that discovers, develops, manufactures, and markets a broad range of human and animal health products. Merck’s products include a treatment for elevated cholesterol, a treatment for male pattern hair loss, a preventive treatment for osteoporosis, a treatment for hypertension, and a treatment for allergic rhinitis.
  • Perrigo Co. (NASDAQ:PRGO): On 06/30/2011 reported holding 71,069 shares with a market value of $6,244,833. This comprised 0.16% of the total portfolio. On 09/30/2011 reported holding 74,477 shares with a market value of $7,232,462. This comprised 0.21% of the total portfolio. The net change in shares for this position over the two quarters is 3,408. About Company: Perrigo Company manufactures store brand over-the-counter pharmaceutical products and also manufactures store brand nutritional products. The Company’s customers include major national and regional retail drug, supermarket, and mass merchandise chains such as Albertson’s, CVS, and Target, and major wholesalers such as Super Valu and McKesson.
  • Stryker Corp. (NYSE:SYK): On 06/30/2011 reported holding 162,180 shares with a market value of $9,518,344. This comprised 0.25% of the total portfolio. On 09/30/2011 reported holding 150,744 shares with a market value of $7,104,565. This comprised 0.21% of the total portfolio. The net change in shares for this position over the two quarters is -11,436. About Company: Stryker Corporation develops, manufactures, and markets specialty surgical and medical products. The Company’s products include implants, biologics; surgical, neurologic, ear, nose & throat and interventional pain equipment; endoscopic, surgical navigation, communications and digital imaging systems; as well as patient handling and emergency medical equipment.
  • Unitedhealth Group Inc. (NYSE:UNH): On 06/30/2011 reported holding 210,360 shares with a market value of $10,850,369. This comprised 0.28% of the total portfolio. On 09/30/2011 reported holding 141,005 shares with a market value of $6,503,150. This comprised 0.19% of the total portfolio. The net change in shares for this position over the two quarters is -69,355. About Company: UnitedHealth Group Incorporated owns and manages organized health systems in the United States and internationally. The Company provides employers products and resources to plan and administer employee benefit programs. UnitedHealth also serves the health needs of older Americans, provides specialized care services, and provides health care information and research to providers and payers.
  • Celgene Corporation (NASDAQ:CELG): On 06/30/2011 reported holding 83,766 shares with a market value of $5,052,765. This comprised 0.13% of the total portfolio. On 09/30/2011 reported holding 90,332 shares with a market value of $5,592,454. This comprised 0.16% of the total portfolio. The net change in shares for this position over the two quarters is 6,566. About Company: Celgene Corporation is a global biopharmaceutical company. The Company focuses on the discovery, development, and commercialization of therapies designed to treat cancer and immune-inflammatory related diseases.

(Note: Data regarding Robert W. Baird Co.’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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