Hedge fund manager David Einhorn reported holding the SPDR Gold Shares ETF [GLD] and the Mkt. Vector Gold Miners ETF [GDX]. And I like what Einhorn is doing in the gold trade, adds Pete Najarian.

Hedge fund manager David Einhorn reported holding the SPDR Gold Shares ETF [GLD] and the Mkt. Vector Gold Miners ETF [GDX]. And I like what Einhorn is doing in the gold trade, adds Pete Najarian.

Meanwhile money manager John Paulson reported an increased stake in Rohm & Haas [ROH] , Genentech [DNA] and Philip Morris [PM].

Meanwhile money manager John Paulson reported an increased stake in Rohm & Haas [ROH] , Genentech [DNA] and Philip Morris [PM].

Meanwhile money manager John Paulson reported an increased stake in Rohm & Haas [ROH] , Genentech [DNA] and Philip Morris [PM].

But perhaps the disclosure getting the most attention comes from Warren Buffett. His Berkshire Hathaway slashed its holdings in Johnson and Johnson [JNJ] to just 28.6 million shares as of December 31. That's a drop of almost 54 percent. I'm surprised that Buffett reduced his position in JNJ, says Guy Adami. I continue to like the stock.