Cliftonlarsonallen Wealth Advisors Lowered Its Abbott Labs (ABT) Stake as Share Price Rose; Advent International Stake In Express Scripts Hldg Co (ESRX) Was Has Increased

April 25, 2018 - By Darrin Black

Express Scripts Holding Company (NASDAQ:ESRX) Logo

Advent International Corp increased its stake in Express Scripts Hldg Co (ESRX) by 8.32% based on its latest 2017Q4 regulatory filing with the SEC. Advent International Corp bought 16,771 shares as the company’s stock declined 5.58% with the market. The hedge fund held 218,421 shares of the medical and nursing services company at the end of 2017Q4, valued at $16.30 million, up from 201,650 at the end of the previous reported quarter. Advent International Corp who had been investing in Express Scripts Hldg Co for a number of months, seems to be bullish on the $42.75B market cap company. The stock increased 0.85% or $0.64 during the last trading session, reaching $76.13. About 717,343 shares traded. Express Scripts Holding Company (NASDAQ:ESRX) has risen 8.93% since April 25, 2017 and is uptrending. It has underperformed by 2.62% the S&P500.

Cliftonlarsonallen Wealth Advisors Llc decreased its stake in Abbott Labs (ABT) by 61.36% based on its latest 2017Q4 regulatory filing with the SEC. Cliftonlarsonallen Wealth Advisors Llc sold 16,176 shares as the company’s stock rose 5.88% while stock markets declined. The institutional investor held 10,185 shares of the major pharmaceuticals company at the end of 2017Q4, valued at $581,000, down from 26,361 at the end of the previous reported quarter. Cliftonlarsonallen Wealth Advisors Llc who had been investing in Abbott Labs for a number of months, seems to be less bullish one the $101.57B market cap company. The stock decreased 0.26% or $0.15 during the last trading session, reaching $58.16. About 1.99M shares traded. Abbott Laboratories (NYSE:ABT) has risen 34.85% since April 25, 2017 and is uptrending. It has outperformed by 23.30% the S&P500.

Among 25 analysts covering Express Scripts (NASDAQ:ESRX), 8 have Buy rating, 3 Sell and 14 Hold. Therefore 32% are positive. Express Scripts had 66 analyst reports since July 30, 2015 according to SRatingsIntel. The stock has “Outperform” rating by Robert W. Baird on Friday, December 15. The rating was downgraded by Bernstein to “Underperform” on Thursday, February 1. The firm earned “Sell” rating on Monday, February 22 by Deutsche Bank. The firm has “Market Perform” rating by Leerink Swann given on Wednesday, March 23. The firm has “Underperform” rating given on Monday, October 9 by Raymond James. SunTrust maintained the shares of ESRX in report on Wednesday, December 20 with “Buy” rating. The rating was upgraded by RBC Capital Markets on Wednesday, January 31 to “Outperform”. Morgan Stanley downgraded it to “Equal-Weight” rating and $74 target in Thursday, January 21 report. On Monday, October 2 the stock rating was maintained by Needham with “Hold”. The rating was maintained by Oppenheimer on Wednesday, July 26 with “Hold”.

Investors sentiment increased to 0.69 in 2017 Q4. Its up 0.07, from 0.62 in 2017Q3. It is positive, as 68 investors sold ESRX shares while 407 reduced holdings. 111 funds opened positions while 216 raised stakes. 479.40 million shares or 1.52% less from 486.80 million shares in 2017Q3 were reported. Gabelli Funds Limited Liability Com holds 0.05% of its portfolio in Express Scripts Holding Company (NASDAQ:ESRX) for 107,000 shares. Amundi Pioneer Asset Management stated it has 0.07% in Express Scripts Holding Company (NASDAQ:ESRX). Bessemer Group has invested 0.01% of its portfolio in Express Scripts Holding Company (NASDAQ:ESRX). Btim, Massachusetts-based fund reported 4,516 shares. Ar Asset Mngmt has invested 0.7% in Express Scripts Holding Company (NASDAQ:ESRX). Umb Bank & Trust N A Mo holds 4,634 shares or 0.01% of its portfolio. Lenox Wealth Management Inc owns 2,168 shares. Moreover, Lombard Odier Asset Mngmt (Europe) Ltd has 0.03% invested in Express Scripts Holding Company (NASDAQ:ESRX) for 6,739 shares. Selway Asset Management reported 45,300 shares. Putnam Investments Limited Liability Corporation has invested 0.04% in Express Scripts Holding Company (NASDAQ:ESRX). Brighton Jones Limited Liability Corporation reported 0.08% stake. Of Oklahoma holds 1.02% or 32,266 shares in its portfolio. Moreover, Hanson & Doremus Inv Mgmt has 0% invested in Express Scripts Holding Company (NASDAQ:ESRX) for 150 shares. Cortland Assoc Mo accumulated 834,917 shares. Citigroup Incorporated owns 0.04% invested in Express Scripts Holding Company (NASDAQ:ESRX) for 655,739 shares.

Advent International Corp, which manages about $32.03 billion and $4.74B US Long portfolio, decreased its stake in Kinder Morgan Inc (NYSE:KMI) by 753,000 shares to 446,480 shares, valued at $8.07 million in 2017Q4, according to the filing.

Investors sentiment increased to 0.91 in 2017 Q4. Its up 0.04, from 0.87 in 2017Q3. It increased, as 52 investors sold ABT shares while 558 reduced holdings. 123 funds opened positions while 430 raised stakes. 1.22 billion shares or 0.64% more from 1.21 billion shares in 2017Q3 were reported. Finemark State Bank And Trust holds 0.36% in Abbott Laboratories (NYSE:ABT) or 98,318 shares. Guardian Life Insur Communication Of America holds 5,633 shares or 0.07% of its portfolio. D L Carlson Investment stated it has 30,196 shares or 0.51% of all its holdings. Raymond James Assoc has 0.2% invested in Abbott Laboratories (NYSE:ABT). Moreover, Atlantic Tru Group Ltd Liability Corp has 0.44% invested in Abbott Laboratories (NYSE:ABT). Plancorp Lc invested in 0.35% or 18,937 shares. Boston Ptnrs invested 0.16% of its portfolio in Abbott Laboratories (NYSE:ABT). Shamrock Asset Mgmt Ltd Liability Com holds 0.49% or 14,412 shares in its portfolio. Acadian Asset Management Lc accumulated 0% or 3,509 shares. Jacobs & Ca has 1.05% invested in Abbott Laboratories (NYSE:ABT) for 102,132 shares. Crestpoint Capital Limited Liability reported 2.1% of its portfolio in Abbott Laboratories (NYSE:ABT). Kidder Stephen W invested in 2.87% or 140,379 shares. Legal And General Gru Public Limited Com reported 8.57M shares stake. Endurant Mngmt Ltd Partnership owns 143,383 shares. Tompkins Corporation reported 4,648 shares.

Since December 14, 2017, it had 1 insider purchase, and 18 selling transactions for $23.52 million activity. Another trade for 42,665 shares valued at $2.69 million was made by Ford Robert B on Tuesday, January 30. Salvadori Daniel Gesua Sive sold $1.56M worth of stock. BIRD ROGER sold $518,450 worth of stock. MANNING JOSEPH J sold $84,344 worth of Abbott Laboratories (NYSE:ABT) on Wednesday, February 28. PEDERSON MICHAEL J also sold $27,213 worth of Abbott Laboratories (NYSE:ABT) on Friday, February 16. Fussell Stephen R sold 11,106 shares worth $667,804.

Among 25 analysts covering Abbott Laboratories (NYSE:ABT), 18 have Buy rating, 0 Sell and 7 Hold. Therefore 72% are positive. Abbott Laboratories had 107 analyst reports since July 24, 2015 according to SRatingsIntel. RBC Capital Markets maintained the stock with “Outperform” rating in Wednesday, March 1 report. The firm has “Buy” rating given on Wednesday, April 19 by Stifel Nicolaus. The firm earned “Buy” rating on Thursday, September 28 by Wells Fargo. The rating was upgraded by Morgan Stanley on Tuesday, January 2 to “Overweight”. The stock has “Buy” rating by Jefferies on Tuesday, September 13. The company was maintained on Thursday, July 20 by BMO Capital Markets. RBC Capital Markets maintained the shares of ABT in report on Thursday, January 26 with “Outperform” rating. Jefferies maintained Abbott Laboratories (NYSE:ABT) rating on Wednesday, October 18. Jefferies has “Buy” rating and $65.0 target. The stock of Abbott Laboratories (NYSE:ABT) has “Buy” rating given on Thursday, July 23 by Stifel Nicolaus. Guggenheim maintained Abbott Laboratories (NYSE:ABT) on Tuesday, January 2 with “Buy” rating.

Cliftonlarsonallen Wealth Advisors Llc, which manages about $2.03B and $973.02 million US Long portfolio, upped its stake in Wisdomtree Tr (DON) by 87,618 shares to 131,427 shares, valued at $4.64M in 2017Q4, according to the filing. It also increased its holding in Ishares Tr (IJH) by 2,113 shares in the quarter, for a total of 156,479 shares, and has risen its stake in Ishares Tr (IEFA).

Express Scripts Holding Company (NASDAQ:ESRX) Institutional Positions Chart

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