Paulson Adds Transocean (NYSE:RIG), Anadarko (NYSE:APC), Keeps Core Holdings

As a number of hedge funds and managers of holding companies are revealing their investments in the fourth quarter via 13-F filings with the SEC, a trend is emerging as far as funds and companies holding onto their core assets, while also venturing a little further into energy and financial stocks.

That's true with John Paulson and his fund as well, which kept his top long-term holdings in place, but added big in energy and healthcare.

For energy, he took big stakes in Anadarko Petroleum (NYSE:APC) and Transocean (NYSE:RIG); both connected to BP's (NYSE:BP) oil spill.

Paulson added 7.8 million shares of Anadarko and 7.2 million shares of Transocean to his portfolio. His fund now owns over 21 million shares of Anadarko.

In the health sector, he took new stakes in Medtronic Inc (NYSE:MDT), Teva Pharmaceutical (NASDAQ:TEVA) and Baxter International (NYSE:BAX).

He also boosted his stake in biotechnology firm Genzyme Corp (NASDAQ:GENZ) to 6.8 million shares, which is close to being taken over by France-based Sanofi-Aventis.

Core holdings he continues to hold onto are SPDR Gold Trust (NYSEArca:GLD), AngloGold Ashanti (NYSE:AU), Citigroup (NYSE:C) and Bank of America (NYSE:BAC).

In what appears to be based on Paulson's thoughts people are spending more, he dropped discount retailer (NYSE:FDO) from his holdings and added J. Crew (NYSE:JCG).