As Morgan Stanley (MS) Stock Declined, Mirae Asset Global Investments Has Raised Its Position by $24.81 Million; Primerica (PRI) Holding Held by Quantum Capital Management Llc

February 18, 2018 - By Migdalia James

Quantum Capital Management Llc increased its stake in Primerica Inc (PRI) by 24.66% based on its latest 2017Q3 regulatory filing with the SEC. Quantum Capital Management Llc bought 38,009 shares as the company’s stock declined 5.20% while stock markets rallied. The institutional investor held 192,124 shares of the finance company at the end of 2017Q3, valued at $15.67M, up from 154,115 at the end of the previous reported quarter. Quantum Capital Management Llc who had been investing in Primerica Inc for a number of months, seems to be bullish on the $4.40B market cap company. The stock increased 0.61% or $0.6 during the last trading session, reaching $99.5. About 152,765 shares traded. Primerica, Inc. (NYSE:PRI) has risen 46.20% since February 18, 2017 and is uptrending. It has outperformed by 29.50% the S&P500.

Mirae Asset Global Investments increased its stake in Morgan Stanley (MS) by 1212.31% based on its latest 2017Q3 regulatory filing with the SEC. Mirae Asset Global Investments bought 516,967 shares as the company’s stock declined 9.43% while stock markets rallied. The institutional investor held 559,610 shares of the investment bankers and brokers and service company at the end of 2017Q3, valued at $26.96 million, up from 42,643 at the end of the previous reported quarter. Mirae Asset Global Investments who had been investing in Morgan Stanley for a number of months, seems to be bullish on the $98.59 billion market cap company. The stock decreased 0.47% or $0.26 during the last trading session, reaching $55.14. About 7.45 million shares traded. Morgan Stanley (NYSE:MS) has risen 57.08% since February 18, 2017 and is uptrending. It has outperformed by 40.38% the S&P500.

Among 29 analysts covering Morgan Stanley (NYSE:MS), 19 have Buy rating, 0 Sell and 10 Hold. Therefore 66% are positive. Morgan Stanley had 97 analyst reports since July 21, 2015 according to SRatingsIntel. HSBC upgraded Morgan Stanley (NYSE:MS) on Friday, September 15 to “Buy” rating. The company was upgraded on Wednesday, January 11 by Societe Generale. The firm has “Neutral” rating by Atlantic Securities given on Wednesday, December 21. Barclays Capital maintained the stock with “Equalweight” rating in Wednesday, April 6 report. Keefe Bruyette & Woods maintained the stock with “Hold” rating in Tuesday, October 17 report. The rating was maintained by RBC Capital Markets on Thursday, January 21 with “Outperform”. The stock has “Buy” rating by Argus Research on Tuesday, January 19. The firm has “Buy” rating by RBC Capital Markets given on Friday, October 6. The stock of Morgan Stanley (NYSE:MS) has “Buy” rating given on Thursday, January 18 by BMO Capital Markets. Barclays Capital maintained it with “Equal-Weight” rating and $52 target in Wednesday, October 18 report.

Mirae Asset Global Investments, which manages about $4.74B and $5.50 billion US Long portfolio, decreased its stake in Schwab Strategic Tr (SCHB) by 610,600 shares to 1.97M shares, valued at $119.90M in 2017Q3, according to the filing. It also reduced its holding in Expedia Inc Del (NASDAQ:EXPE) by 12,533 shares in the quarter, leaving it with 9,239 shares, and cut its stake in Adient Plc.

Investors sentiment increased to 0.94 in Q3 2017. Its up 0.06, from 0.88 in 2017Q2. It increased, as 59 investors sold MS shares while 292 reduced holdings. 76 funds opened positions while 255 raised stakes. 1.53 billion shares or 1.48% less from 1.55 billion shares in 2017Q2 were reported. Blb&B Limited Liability stated it has 0.05% in Morgan Stanley (NYSE:MS). Moreover, Washington Trust Natl Bank has 0.01% invested in Morgan Stanley (NYSE:MS) for 1,525 shares. Point72 Asia (Hong Kong) owns 6,906 shares. Guardian Life Of America stated it has 0.02% of its portfolio in Morgan Stanley (NYSE:MS). Parametric Portfolio Assoc Llc accumulated 3.91 million shares or 0.21% of the stock. Dnb Asset Mngmt As has invested 0.09% of its portfolio in Morgan Stanley (NYSE:MS). 182,359 were reported by Matrix Asset Advsr New York. Wealthcare Cap Ltd Liability Com stated it has 0.01% in Morgan Stanley (NYSE:MS). Hodges Capital Management holds 0.04% in Morgan Stanley (NYSE:MS) or 11,400 shares. Wells Fargo Mn invested 0.08% in Morgan Stanley (NYSE:MS). 22,785 were accumulated by Pitcairn Communication. Canada Pension Plan Inv Board invested in 2.25M shares or 0.22% of the stock. Northwest Invest Counselors Lc invested in 370 shares. California-based Hotchkis Wiley Mgmt Lc has invested 0.33% in Morgan Stanley (NYSE:MS). Srb Corp has invested 0.02% in Morgan Stanley (NYSE:MS).

Quantum Capital Management Llc, which manages about $351.15 million and $324.08 million US Long portfolio, decreased its stake in Facebook Inc (NASDAQ:FB) by 2,200 shares to 3,200 shares, valued at $547,000 in 2017Q3, according to the filing. It also reduced its holding in Graco Inc (NYSE:GGG) by 36,458 shares in the quarter, leaving it with 82,868 shares, and cut its stake in Spdr Gold Trust (GLD).

Among 8 analysts covering Primerica Inc. (NYSE:PRI), 2 have Buy rating, 0 Sell and 6 Hold. Therefore 25% are positive. Primerica Inc. had 20 analyst reports since August 17, 2015 according to SRatingsIntel. On Wednesday, July 13 the stock rating was downgraded by Wood to “Market Perform”. The rating was downgraded by William Blair to “Market Perform” on Monday, April 24. The firm has “Hold” rating given on Thursday, October 19 by SunTrust. As per Wednesday, September 9, the company rating was reinitiated by Keefe Bruyette & Woods. The rating was reinitiated by Wood with “Outperform” on Wednesday, September 9. The stock has “Hold” rating by Wells Fargo on Tuesday, August 8. As per Monday, September 11, the company rating was maintained by Keefe Bruyette & Woods. The firm earned “Market Perform” rating on Friday, September 23 by Wells Fargo. The company was maintained on Thursday, December 21 by Keefe Bruyette & Woods. As per Monday, May 15, the company rating was maintained by Wood.

Investors sentiment decreased to 1.01 in Q3 2017. Its down 0.09, from 1.1 in 2017Q2. It dropped, as 22 investors sold PRI shares while 81 reduced holdings. 35 funds opened positions while 69 raised stakes. 43.39 million shares or 1.61% less from 44.10 million shares in 2017Q2 were reported. Walthausen Limited Liability Corp stated it has 222,279 shares or 1.69% of all its holdings. Cantillon Llc owns 996,115 shares or 0.95% of their US portfolio. Glenmede Commerce Na has 4,384 shares. First Citizens Bankshares & Tru reported 3,369 shares. Teacher Retirement Sys Of Texas owns 3,756 shares. Mgmt Pro Incorporated, Texas-based fund reported 91 shares. Ubs Asset Americas Incorporated holds 28,290 shares or 0% of its portfolio. Balyasny Asset Mngmt Lc has 12,612 shares. Northern holds 739,222 shares or 0.02% of its portfolio. Maverick Cap reported 56,852 shares. State Treasurer State Of Michigan owns 0.01% invested in Primerica, Inc. (NYSE:PRI) for 16,900 shares. Tiaa Cref Invest Mngmt Ltd Company invested in 120,468 shares or 0.01% of the stock. Evanston Invests Dba Evanston Advsrs invested in 39,772 shares or 0.78% of the stock. Oakbrook Invests Ltd Liability Company has 3,000 shares for 0.02% of their portfolio. The Pennsylvania-based Logan has invested 0.35% in Primerica, Inc. (NYSE:PRI).

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