Hot Hedge Fund Stock Position Changes Release for These Healthcare Stocks

Following is information about Yacktman Asset Management’s top holdings in the Healthcare sector for the quarter ending September 30th, 2011.

  • Procter & Gamble Co. (NYSE:PG): On 6/30/11 Yacktman Asset Management reported holding 11,231,508 shares with a market value of $713,986,960. This comprised 7.55% of the total portfolio. On 9/30/11, Yacktman Asset Management held 12,649,452 shares with a market value of $799,192,381. This comprised 8.14% of the total portfolio. The net change in shares for this position over the two quarters is 1,417,944. About the company: The Procter & Gamble Company manufactures and markets consumer products in countries throughout the world. The Company provides products in the laundry and cleaning, paper, beauty care, food and beverage, and health care segments. Proctor & Gamble’s products are sold primarily through mass merchandisers, grocery stores, membership club stores, drug stores, and neighborhood stores.
  • Johnson & Johnson (NYSE:JNJ): On 6/30/11 Yacktman Asset Management reported holding 5,935,688 shares with a market value of $394,841,946. This comprised 4.17% of the total portfolio. On 9/30/11, Yacktman Asset Management held 6,426,015 shares with a market value of $409,272,887. This comprised 4.17% of the total portfolio. The net change in shares for this position over the two quarters is 490,327. About the 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.
  • Pfizer, Inc. (NYSE:PFE): On 6/30/11 Yacktman Asset Management reported holding 17,964,370 shares with a market value of $370,066,029. This comprised 3.91% of the total portfolio. On 9/30/11, Yacktman Asset Management held 18,609,368 shares with a market value of $329,013,632. This comprised 3.35% of the total portfolio. The net change in shares for this position over the two quarters is 644,998. About the 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.
  • CR Bard, Inc. (NYSE:BCR): On 6/30/11 Yacktman Asset Management reported holding 2,758,705 shares with a market value of $303,071,333. This comprised 3.20% of the total portfolio. On 9/30/11, Yacktman Asset Management held 3,116,505 shares with a market value of $272,818,851. This comprised 2.78% of the total portfolio. The net change in shares for this position over the two quarters is 357,800. About the company: C. R. Bard, Inc. designs, manufactures, packages, distributes, and sells medical, surgical, diagnostic, and patient care devices. The Company sells a broad range of products worldwide to hospitals, individual healthcare professionals, extended care facilities and alternate site facilities. Bard markets vascular, urological, oncological, and surgical specialties products.
  • Stryker Corp. (NYSE:SYK): On 6/30/11 Yacktman Asset Management reported holding 2,197,862 shares with a market value of $128,992,518. This comprised 1.36% of the total portfolio. On 9/30/11, Yacktman Asset Management held 4,476,966 shares with a market value of $210,999,412. This comprised 2.15% of the total portfolio. The net change in shares for this position over the two quarters is 2,279,104. About the 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.
  • Becton, Dickinson and Co. (NYSE:BDX): On 6/30/11 Yacktman Asset Management reported holding 1,467,761 shares with a market value of $126,476,963. This comprised 1.34% of the total portfolio. On 9/30/11, Yacktman Asset Management held 1,624,871 shares with a market value of $119,135,541. This comprised 1.21% of the total portfolio. The net change in shares for this position over the two quarters is 157,110. About the company: Becton, Dickinson and Company manufactures and sells a variety of medical supplies and devices and diagnostic systems. The Company’s products are used by health care professionals, medical research institutions, and the general public. Becton’s products are marketed worldwide.
  • UnitedHealth Group, Inc. (NYSE:UNH): On 6/30/11 Yacktman Asset Management reported holding 2,276,319 shares with a market value of $117,412,538. This comprised 1.24% of the total portfolio. On 9/30/11, Yacktman Asset Management held 2,339,043 shares with a market value of $107,876,661. This comprised 1.10% of the total portfolio. The net change in shares for this position over the two quarters is 62,724. About the 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.
  • Colgate-Palmolive Co. (NYSE:CL): On 6/30/11 Yacktman Asset Management reported holding 888,600 shares with a market value of $77,672,529. This comprised 0.82% of the total portfolio. On 9/30/11, Yacktman Asset Management held 902,600 shares with a market value of $80,042,568. This comprised 0.81% of the total portfolio. The net change in shares for this position over the two quarters is 14,000. About the company: Colgate-Palmolive Company is a consumer products company that markets its products throughout the world. The Company’s products include toothpaste, toothbrushes, shampoos, deodorants, bar and liquid soaps, dishwashing liquid, and laundry products, as well as pet nutrition products for cats and dogs.
  • Patterson Companies, Inc. (NASDAQ:PDCO): On 6/30/11 Yacktman Asset Management reported holding 500,000 shares with a market value of $16,445,000. This comprised 0.17% of the total portfolio. On 9/30/11, Yacktman Asset Management held 2,377,000 shares with a market value of $68,053,508. This comprised 0.69% of the total portfolio. The net change in shares for this position over the two quarters is 1,877,000. About the company: Patterson Companies Inc. distributes dental products, veterinary supplies for companion pets, and rehabilitation supplies. The Company sells and markets to dental clinics and laboratories, veterinarians, and to the physical and occupational therapy markets.
  • Covidien plc (NYSE:COV): On 6/30/11 Yacktman Asset Management reported holding 1,382,375 shares with a market value of $73,583,821. This comprised 0.78% of the total portfolio. On 9/30/11, Yacktman Asset Management held 1,382,375 shares with a market value of $60,962,735. This comprised 0.62% of the total portfolio. The net change in shares for this position over the two quarters is 0,000. About the company: Covidien PLC is a global healthcare products company. The Company develops, manufactures and distributes a diverse range of medical devices and supplies, diagnostics imaging agents, pharmaceuticals and other healthcare products for use in clinical and home settings.

(Note: Data regarding Yacktman Asset Management’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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