Smith Chas P & Associates Pa Cpas Increases Holding in Chevron (CVX); Transamerica Financial Advisors Lifted Its Schein Henry (HSIC) Stake by $643,208

February 22, 2018 - By Marguerite Chambers

Smith Chas P & Associates Pa Cpas increased its stake in Chevron Corporation (CVX) by 2.25% based on its latest 2017Q3 regulatory filing with the SEC. Smith Chas P & Associates Pa Cpas bought 4,818 shares as the company’s stock declined 3.45% while stock markets rallied. The institutional investor held 219,074 shares of the integrated oil company at the end of 2017Q3, valued at $25.74 million, up from 214,256 at the end of the previous reported quarter. Smith Chas P & Associates Pa Cpas who had been investing in Chevron Corporation for a number of months, seems to be bullish on the $210.64B market cap company. The stock increased 1.69% or $1.84 during the last trading session, reaching $110.9. About 3.62 million shares traded. Chevron Corporation (NYSE:CVX) has risen 6.68% since February 22, 2017 and is uptrending. It has underperformed by 10.02% the S&P500.

Transamerica Financial Advisors Inc increased its stake in Schein Henry Inc (HSIC) by 94.71% based on its latest 2017Q3 regulatory filing with the SEC. Transamerica Financial Advisors Inc bought 7,844 shares as the company’s stock rose 5.77% with the market. The institutional investor held 16,126 shares of the health care company at the end of 2017Q3, valued at $1.32 million, up from 8,282 at the end of the previous reported quarter. Transamerica Financial Advisors Inc who had been investing in Schein Henry Inc for a number of months, seems to be bullish on the $10.77 billion market cap company. The stock decreased 0.06% or $0.04 during the last trading session, reaching $68.64. About 773,004 shares traded. Henry Schein, Inc. (NASDAQ:HSIC) has risen 4.05% since February 22, 2017 and is uptrending. It has underperformed by 12.65% the S&P500.

Among 21 analysts covering Henry Schein Inc. (NASDAQ:HSIC), 11 have Buy rating, 1 Sell and 9 Hold. Therefore 52% are positive. Henry Schein Inc. had 46 analyst reports since July 31, 2015 according to SRatingsIntel. The firm has “Buy” rating by Bank of America given on Monday, September 12. Deutsche Bank initiated it with “Buy” rating and $79.0 target in Friday, December 8 report. Robert W. Baird maintained the stock with “Buy” rating in Tuesday, November 7 report. Leerink Swann maintained Henry Schein, Inc. (NASDAQ:HSIC) rating on Tuesday, November 7. Leerink Swann has “Market Perform” rating and $77 target. The firm earned “Outperform” rating on Thursday, November 5 by RBC Capital Markets. The company was maintained on Thursday, February 15 by JP Morgan. Jefferies maintained the shares of HSIC in report on Thursday, July 20 with “Hold” rating. The firm earned “Hold” rating on Tuesday, November 28 by Credit Suisse. Leerink Swann maintained Henry Schein, Inc. (NASDAQ:HSIC) on Tuesday, February 13 with “Hold” rating. The firm has “Hold” rating given on Wednesday, September 27 by Jefferies.

Investors sentiment increased to 7.15 in 2017 Q3. Its up 5.99, from 1.16 in 2017Q2. It improved, as 47 investors sold HSIC shares while 15 reduced holdings. 66 funds opened positions while 377 raised stakes. 279.70 million shares or 306.41% more from 68.82 million shares in 2017Q2 were reported. Gateway Advisers Lc reported 64,896 shares. Burt Wealth Advsr invested in 0.01% or 256 shares. Riverhead Mgmt Ltd Limited Liability Company, a Delaware-based fund reported 14,834 shares. Ami Asset Management Corp owns 2.11% invested in Henry Schein, Inc. (NASDAQ:HSIC) for 362,885 shares. Dynamic Capital Management Limited holds 18,533 shares. Mountain Pacific Investment Advisers Inc Id has invested 2.36% in Henry Schein, Inc. (NASDAQ:HSIC). Ls Inv Limited Liability Co reported 7,975 shares or 0.04% of all its holdings. Whittier Of Nevada invested 0% of its portfolio in Henry Schein, Inc. (NASDAQ:HSIC). State Of New Jersey Common Pension Fund D reported 0.03% in Henry Schein, Inc. (NASDAQ:HSIC). Brown Advisory invested 0.16% in Henry Schein, Inc. (NASDAQ:HSIC). The Netherlands-based Pensionfund Dsm Netherlands has invested 0.45% in Henry Schein, Inc. (NASDAQ:HSIC). Massachusetts Svcs Communication Ma reported 1.19M shares. Price T Rowe Assoc Md has invested 0.13% in Henry Schein, Inc. (NASDAQ:HSIC). Meiji Yasuda Asset stated it has 0.1% of its portfolio in Henry Schein, Inc. (NASDAQ:HSIC). Ajo LP holds 122,322 shares or 0.04% of its portfolio.

Since September 6, 2017, it had 0 insider purchases, and 1 insider sale for $366,756 activity.

Transamerica Financial Advisors Inc, which manages about $4.09 billion and $809.11 million US Long portfolio, decreased its stake in Powershares Etf Trust (PEZ) by 143,201 shares to 427 shares, valued at $21,000 in 2017Q3, according to the filing. It also reduced its holding in Powershares Etf Tr Ii (PZA) by 15,261 shares in the quarter, leaving it with 98,479 shares, and cut its stake in Ishares Tr (IEV).

Investors sentiment decreased to 0.95 in 2017 Q3. Its down 0.08, from 1.03 in 2017Q2. It fall, as 43 investors sold CVX shares while 696 reduced holdings. 121 funds opened positions while 584 raised stakes. 1.18 billion shares or 1.43% more from 1.16 billion shares in 2017Q2 were reported. The Virginia-based Quantitative Investment Management Ltd Llc has invested 0.08% in Chevron Corporation (NYSE:CVX). Holderness, North Carolina-based fund reported 12,737 shares. Leisure Cap invested in 20,569 shares or 2.12% of the stock. Alyeska Invest Gp Limited Partnership, Illinois-based fund reported 16,804 shares. Millennium Lc reported 0.01% of its portfolio in Chevron Corporation (NYSE:CVX). Cv Starr invested in 1.63% or 30,000 shares. Addison Co holds 0.43% or 4,149 shares in its portfolio. Kistler holds 16,685 shares. Edgewood Mgmt Lc accumulated 5,327 shares. Gofen & Glossberg Il holds 1.42% in Chevron Corporation (NYSE:CVX) or 326,308 shares. Carret Asset Mgmt Ltd Limited Liability Company holds 1.79% or 94,633 shares. Pettyjohn Wood And White reported 41,379 shares. Moody State Bank Division holds 29,380 shares. Stevens First Principles Invest Advsr invested 0.02% of its portfolio in Chevron Corporation (NYSE:CVX). Indexiq Advsr Limited Liability Corporation reported 6,729 shares or 0.03% of all its holdings.

Since October 16, 2017, it had 0 insider buys, and 1 sale for $3.06 million activity.

Among 34 analysts covering Chevron Corporation (NYSE:CVX), 24 have Buy rating, 0 Sell and 10 Hold. Therefore 71% are positive. Chevron Corporation had 114 analyst reports since August 4, 2015 according to SRatingsIntel. Barclays Capital maintained Chevron Corporation (NYSE:CVX) rating on Monday, October 12. Barclays Capital has “Equal-Weight” rating and $96 target. BNP Paribas downgraded the stock to “Underperform” rating in Friday, May 26 report. The stock has “Buy” rating by Goldman Sachs on Monday, October 31. The firm has “Buy” rating by Jefferies given on Wednesday, December 20. RBC Capital Markets maintained it with “Sector Perform” rating and $90 target in Wednesday, March 9 report. Wells Fargo maintained the shares of CVX in report on Tuesday, October 3 with “Hold” rating. The firm has “Equal-Weight” rating by Barclays Capital given on Tuesday, October 10. The stock of Chevron Corporation (NYSE:CVX) has “Outperform” rating given on Monday, December 21 by Macquarie Research. Jefferies maintained it with “Buy” rating and $130.0 target in Tuesday, August 29 report. BMO Capital Markets maintained it with “Buy” rating and $13000 target in Thursday, June 22 report.

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