Papp L Roy & Associates Has Lowered Its Position in Express Scripts Hldg Co (ESRX) by $1.09 Million as Stock Value Declined; As Eagle Materials (EXP) Stock Value Declined, Shareholder Lodge Hill Capital Increased Position

January 14, 2018 - By Peter Erickson

Papp L Roy & Associates decreased its stake in Express Scripts Hldg Co (ESRX) by 43.65% based on its latest 2017Q3 regulatory filing with the SEC. Papp L Roy & Associates sold 17,326 shares as the company’s stock declined 14.09% while stock markets rallied. The institutional investor held 22,365 shares of the medical and nursing services company at the end of 2017Q3, valued at $1.42 million, down from 39,691 at the end of the previous reported quarter. Papp L Roy & Associates who had been investing in Express Scripts Hldg Co for a number of months, seems to be less bullish one the $48.14 billion market cap company. It closed at $85 lastly. It is down 16.92% since January 14, 2017 and is downtrending. It has underperformed by 33.62% the S&P500.

Clint Murray increased its stake in Eagle Materials Inc (EXP) by 298.92% based on its latest 2017Q3 regulatory filing with the SEC. Lodge Hill Capital Llc bought 597,830 shares as the company’s stock declined 5.37% while stock markets rallied. The hedge fund run by Clint Murray held 797,830 shares of the building materials company at the end of 2017Q3, valued at $85.13 million, up from 200,000 at the end of the previous reported quarter. Lodge Hill Capital Llc who had been investing in Eagle Materials Inc for a number of months, seems to be bullish on the $5.84 billion market cap company. The stock increased 0.63% or $0.75 during the last trading session, reaching $120.07. About 522,829 shares traded or 5.29% up from the average. Eagle Materials Inc. (NYSE:EXP) has risen 36.20% since January 14, 2017 and is uptrending. It has outperformed by 19.50% the S&P500.




Investors sentiment decreased to 1.05 in Q3 2017. Its down 0.13, from 1.18 in 2017Q2. It dived, as 44 investors sold EXP shares while 86 reduced holdings. 44 funds opened positions while 92 raised stakes. 44.01 million shares or 1.41% more from 43.40 million shares in 2017Q2 were reported. Oakbrook Invs Ltd stated it has 4,200 shares or 0.03% of all its holdings. 71,328 were accumulated by Manufacturers Life Ins Company The. Westwood Holdg Gru has invested 0.58% in Eagle Materials Inc. (NYSE:EXP). Raymond James Associate owns 15,131 shares. Nationwide Fund Advsrs has invested 0.03% in Eagle Materials Inc. (NYSE:EXP). Frontier Mgmt Ltd Llc holds 0.97% of its portfolio in Eagle Materials Inc. (NYSE:EXP) for 1.26M shares. Clinton Group Incorporated holds 0.03% or 2,305 shares in its portfolio. Prudential Public Limited Company has invested 0.02% of its portfolio in Eagle Materials Inc. (NYSE:EXP). Amalgamated Savings Bank stated it has 0.03% of its portfolio in Eagle Materials Inc. (NYSE:EXP). Ameritas Investment Ptnrs Inc accumulated 14,525 shares. 926 were reported by Whittier Tru Of Nevada. First Quadrant LP Ca invested 0% of its portfolio in Eagle Materials Inc. (NYSE:EXP). Benjamin F Edwards & Com reported 200 shares. Jefferies Grp Ltd Com has invested 0.02% of its portfolio in Eagle Materials Inc. (NYSE:EXP). Scopus Asset Mngmt Lp reported 0.2% of its portfolio in Eagle Materials Inc. (NYSE:EXP).

Among 8 analysts covering Eagle Materials (NYSE:EXP), 5 have Buy rating, 0 Sell and 3 Hold. Therefore 63% are positive. Eagle Materials had 25 analyst reports since August 5, 2015 according to SRatingsIntel. Stifel Nicolaus maintained the stock with “Buy” rating in Thursday, August 31 report. The firm has “Neutral” rating given on Friday, October 9 by Longbow. Citigroup downgraded the stock to “Neutral” rating in Monday, December 5 report. Stifel Nicolaus maintained the stock with “Buy” rating in Wednesday, August 5 report. As per Monday, March 28, the company rating was initiated by Standpoint Research. The rating was maintained by Stifel Nicolaus on Wednesday, December 6 with “Buy”. Standpoint Research upgraded the shares of EXP in report on Tuesday, October 4 to “Buy” rating. On Tuesday, October 4 the stock rating was upgraded by CL King to “Buy”. The rating was upgraded by BB&T Capital on Monday, March 28 to “Buy”. The stock has “Buy” rating by Citigroup on Monday, April 18.

Lodge Hill Capital Llc, which manages about $208.28 million and $1.32 billion US Long portfolio, decreased its stake in Colfax Corp (Call) (NYSE:CFX) by 1.24M shares to 780,000 shares, valued at $32.48M in 2017Q3, according to the filing. It also reduced its holding in Cummins Inc (NYSE:CMI) by 19,820 shares in the quarter, leaving it with 160,180 shares, and cut its stake in Caterpillar Inc Del (NYSE:CAT).

Since August 4, 2017, it had 0 buys, and 11 selling transactions for $8.56 million activity. Another trade for 2,000 shares valued at $186,792 was sold by ESSL GERALD J. On Monday, August 7 the insider Powers David B sold $1.06M. On Wednesday, September 6 Kesler Dale Craig sold $506,975 worth of Eagle Materials Inc. (NYSE:EXP) or 5,000 shares. The insider Graass James H sold 8,198 shares worth $881,721. STEWART ROBERT S sold $661,674 worth of stock. Haack Michael sold $774,065 worth of Eagle Materials Inc. (NYSE:EXP) on Friday, December 8.

Investors sentiment increased to 0.62 in 2017 Q3. Its up 0.06, from 0.56 in 2017Q2. It improved, as 66 investors sold ESRX shares while 414 reduced holdings. 72 funds opened positions while 224 raised stakes. 486.80 million shares or 2.59% less from 499.72 million shares in 2017Q2 were reported. Mirae Asset Investments holds 32,908 shares or 0.04% of its portfolio. Savings Bank Of Montreal Can has invested 0.04% of its portfolio in Express Scripts Holding Company (NASDAQ:ESRX). Rampart Co Limited Liability Company stated it has 8,165 shares. 22,365 are owned by Papp L Roy & Associates. Ls Invest Advisors Limited Liability Corp holds 0.1% or 26,683 shares. Moreover, Dumont & Blake Inv Ltd Liability has 0.33% invested in Express Scripts Holding Company (NASDAQ:ESRX). Natl Bank Of The West reported 0.08% stake. Brandywine Glob Invest Management Ltd Liability Company reported 277,421 shares. Eagleclaw Cap Managment Limited Liability Company stated it has 1.33% in Express Scripts Holding Company (NASDAQ:ESRX). Parkside Bankshares stated it has 0.19% in Express Scripts Holding Company (NASDAQ:ESRX). Eads Heald Counsel stated it has 21,858 shares. 46,900 are owned by Wedgewood Prtnrs Inc. Dubuque Comml Bank reported 0.01% in Express Scripts Holding Company (NASDAQ:ESRX). Jones Fincl Lllp has invested 0.01% of its portfolio in Express Scripts Holding Company (NASDAQ:ESRX). Clear Harbor Asset Mgmt Lc has invested 0.46% in Express Scripts Holding Company (NASDAQ:ESRX).

Analysts await Express Scripts Holding Company (NASDAQ:ESRX) to report earnings on February, 13. They expect $2.08 EPS, up 10.64% or $0.20 from last year’s $1.88 per share. ESRX’s profit will be $1.18B for 10.22 P/E if the $2.08 EPS becomes a reality. After $1.90 actual EPS reported by Express Scripts Holding Company for the previous quarter, Wall Street now forecasts 9.47% EPS growth.

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