Ycg Raised Express Scripts Hldg Co (ESRX) Position by $2.20 Million; Shares Declined; Balasa Dinverno & Foltz Increases Holding in Bristol (BMY)

December 17, 2017 - By Michael Collier

Balasa Dinverno & Foltz Llc increased its stake in Bristol (BMY) by 27.04% based on its latest 2017Q2 regulatory filing with the SEC. Balasa Dinverno & Foltz Llc bought 5,756 shares as the company’s stock declined 1.04% while stock markets rallied. The institutional investor held 27,043 shares of the major pharmaceuticals company at the end of 2017Q2, valued at $1.51 million, up from 21,287 at the end of the previous reported quarter. Balasa Dinverno & Foltz Llc who had been investing in Bristol for a number of months, seems to be bullish on the $102.15B market cap company. The stock increased 0.45% or $0.28 during the last trading session, reaching $62.41. About 8.86M shares traded or 69.29% up from the average. Bristol-Myers Squibb Company (NYSE:BMY) has declined 23.19% since December 17, 2016 and is downtrending. It has underperformed by 39.89% the S&P500.

Ycg Llc increased its stake in Express Scripts Hldg Co (ESRX) by 16.59% based on its latest 2017Q2 regulatory filing with the SEC. Ycg Llc bought 34,977 shares as the company’s stock declined 14.09% while stock markets rallied. The institutional investor held 245,790 shares of the medical and nursing services company at the end of 2017Q2, valued at $15.69 million, up from 210,813 at the end of the previous reported quarter. Ycg Llc who had been investing in Express Scripts Hldg Co for a number of months, seems to be bullish on the $40.52 billion market cap company. The stock increased 3.67% or $2.53 during the last trading session, reaching $71.55. About 9.73M shares traded or 137.99% up from the average. Express Scripts Holding Company (NASDAQ:ESRX) has declined 16.92% since December 17, 2016 and is downtrending. It has underperformed by 33.62% the S&P500.

Investors sentiment decreased to 0.56 in 2017 Q2. Its down 0.07, from 0.63 in 2017Q1. It is negative, as 113 investors sold ESRX shares while 436 reduced holdings. 75 funds opened positions while 234 raised stakes. 499.72 million shares or 1.80% less from 508.89 million shares in 2017Q1 were reported. 6,340 are held by Eulav Asset Management. Capstone Asset Mgmt holds 0.1% or 58,192 shares in its portfolio. Bradley Foster Sargent Ct holds 0.06% or 24,492 shares in its portfolio. Alliancebernstein LP holds 0.06% or 1.16M shares in its portfolio. Envestnet Asset Mngmt invested 0.02% of its portfolio in Express Scripts Holding Company (NASDAQ:ESRX). Mckinley Carter Wealth Ser has 0.84% invested in Express Scripts Holding Company (NASDAQ:ESRX) for 29,922 shares. 11,837 were accumulated by Prudential Public Limited Co. Assetmark holds 0.01% of its portfolio in Express Scripts Holding Company (NASDAQ:ESRX) for 6,636 shares. Pekin Singer Strauss Asset Il holds 0.16% of its portfolio in Express Scripts Holding Company (NASDAQ:ESRX) for 15,781 shares. Alpha Windward Lc holds 0.09% or 2,183 shares. Shufro Rose & Company Lc, New York-based fund reported 24,474 shares. Wealthtrust Fairport Ltd Liability Corporation invested in 9,046 shares. Meiji Yasuda Asset Ltd has invested 0.14% of its portfolio in Express Scripts Holding Company (NASDAQ:ESRX). Nelson Van Denburg Campbell Wealth Mngmt Limited Liability invested in 0.44% or 16,565 shares. Keybank Association Oh stated it has 0.04% of its portfolio in Express Scripts Holding Company (NASDAQ:ESRX).

Ycg Llc, which manages about $279.00 million and $383.48 million US Long portfolio, decreased its stake in Berkshire Hathaway Inc Del (BRKB) by 13,023 shares to 36,052 shares, valued at $6.11M in 2017Q2, according to the filing.

Among 22 analysts covering Express Scripts (NASDAQ:ESRX), 9 have Buy rating, 3 Sell and 10 Hold. Therefore 41% are positive. Express Scripts had 45 analyst reports since July 30, 2015 according to SRatingsIntel. RBC Capital Markets maintained the shares of ESRX in report on Wednesday, October 25 with “Hold” rating. On Wednesday, March 15 the stock rating was downgraded by Wells Fargo to “Underperform”. The firm earned “Underperform” rating on Monday, October 9 by Raymond James. The company was maintained on Thursday, August 10 by Morgan Stanley. The firm earned “Market Perform” rating on Wednesday, March 23 by Leerink Swann. The stock has “Underperform” rating by Bernstein on Thursday, June 16. The firm earned “Hold” rating on Tuesday, October 24 by Mizuho. The stock of Express Scripts Holding Company (NASDAQ:ESRX) has “Market Perform” rating given on Wednesday, December 6 by Bernstein. The rating was maintained by Cowen & Co with “Buy” on Thursday, June 8. On Thursday, December 14 the stock rating was maintained by SunTrust with “Buy”.

Among 19 analysts covering Bristol-Myers Squibb Company (NYSE:BMY), 6 have Buy rating, 3 Sell and 10 Hold. Therefore 32% are positive. Bristol-Myers Squibb Company had 69 analyst reports since July 28, 2015 according to SRatingsIntel. The firm earned “Market Perform” rating on Wednesday, April 5 by BMO Capital Markets. The firm has “Sell” rating given on Monday, June 5 by BMO Capital Markets. The stock has “Buy” rating by Jefferies on Monday, December 19. The firm earned “Outperform” rating on Monday, May 9 by Credit Suisse. The firm has “Buy” rating by UBS given on Friday, April 29. On Wednesday, October 25 the stock rating was maintained by Citigroup with “Buy”. As per Monday, October 23, the company rating was maintained by Leerink Swann. The firm has “Buy” rating by Leerink Swann given on Thursday, July 27. The firm earned “Buy” rating on Tuesday, September 29 by UBS. The firm has “Hold” rating given on Friday, September 22 by Piper Jaffray.

Balasa Dinverno & Foltz Llc, which manages about $2.77 billion and $615.12 million US Long portfolio, decreased its stake in Penumbra Inc by 26,800 shares to 31,292 shares, valued at $2.75 million in 2017Q2, according to the filing. It also reduced its holding in Dell Technologies Inc. Class V by 11,283 shares in the quarter, leaving it with 6,490 shares, and cut its stake in General Motors Corporation (NYSE:GM).

Investors sentiment decreased to 0.95 in 2017 Q2. Its down 0.03, from 0.98 in 2017Q1. It is negative, as 78 investors sold BMY shares while 520 reduced holdings. 120 funds opened positions while 451 raised stakes. 1.10 billion shares or 2.26% less from 1.12 billion shares in 2017Q1 were reported. Cap Rech Global Investors holds 1.13M shares or 0.02% of its portfolio. Phocas Financial Corporation reported 0.01% stake. Capwealth Advisors Lc holds 2.08% of its portfolio in Bristol-Myers Squibb Company (NYSE:BMY) for 186,617 shares. Sabal Tru accumulated 0.05% or 9,116 shares. Northern Corp holds 24.04M shares. Premier Asset Mgmt Lc invested in 0.06% or 4,961 shares. Mariner Wealth Advsrs reported 41,286 shares. 102,200 were reported by Louisiana State Employees Retirement Sys. Franklin Resources Inc owns 6.10 million shares. Geode Mgmt Limited, Massachusetts-based fund reported 17.47M shares. Neuberger Berman owns 4.03 million shares or 0.29% of their US portfolio. Jag Cap Mgmt Limited Liability Com reported 0.17% in Bristol-Myers Squibb Company (NYSE:BMY). Farmers Bancorporation reported 13,824 shares. Washington Capital Incorporated invested in 41,090 shares or 2.58% of the stock. Jacobus Wealth Mngmt holds 0.56% of its portfolio in Bristol-Myers Squibb Company (NYSE:BMY) for 37,395 shares.

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