As Pfizer (PFE) Market Valuation Declined, Wms Partners Upped by $1.20 Million Its Holding; Visa (V) Share Price Rose While Hendley & Co Upped by $1.08 Million Its Stake

February 22, 2018 - By Michael Collier

Hendley & Co Inc increased its stake in Visa Inc. (V) by 13.57% based on its latest 2017Q3 regulatory filing with the SEC. Hendley & Co Inc bought 10,244 shares as the company’s stock rose 5.74% with the market. The institutional investor held 85,759 shares of the business services company at the end of 2017Q3, valued at $9.03 million, up from 75,515 at the end of the previous reported quarter. Hendley & Co Inc who had been investing in Visa Inc. for a number of months, seems to be bullish on the $272.68 billion market cap company. The stock increased 0.32% or $0.39 during the last trading session, reaching $120.82. About 3.19M shares traded. Visa Inc. (NYSE:V) has risen 20.29% since February 22, 2017 and is uptrending. It has outperformed by 3.59% the S&P500.




Wms Partners Llc increased its stake in Pfizer Inc (PFE) by 137.16% based on its latest 2017Q3 regulatory filing with the SEC. Wms Partners Llc bought 34,291 shares as the company’s stock declined 3.45% while stock markets rallied. The hedge fund held 59,291 shares of the health care company at the end of 2017Q3, valued at $2.12M, up from 25,000 at the end of the previous reported quarter. Wms Partners Llc who had been investing in Pfizer Inc for a number of months, seems to be bullish on the $213.07B market cap company. The stock decreased 0.04% or $0.015 during the last trading session, reaching $35.745. About 13.42 million shares traded. Pfizer Inc. (NYSE:PFE) has declined 2.76% since February 22, 2017 and is downtrending. It has underperformed by 19.46% the S&P500.

Since August 31, 2017, it had 0 insider purchases, and 7 insider sales for $12.30 million activity. $249,900 worth of Pfizer Inc. (NYSE:PFE) was sold by MACKENZIE ALEXANDER R. 8,000 Pfizer Inc. (NYSE:PFE) shares with value of $296,560 were sold by JOHNSON RADY A. SUSMAN SALLY had sold 38,230 shares worth $1.34M on Tuesday, September 12. The insider READ IAN C sold 197,168 shares worth $6.70M.

Investors sentiment increased to 0.96 in Q3 2017. Its up 0.02, from 0.94 in 2017Q2. It is positive, as 53 investors sold PFE shares while 700 reduced holdings. 106 funds opened positions while 620 raised stakes. 4.06 billion shares or 0.86% more from 4.02 billion shares in 2017Q2 were reported. Sfmg Ltd Liability Corp owns 0.05% invested in Pfizer Inc. (NYSE:PFE) for 6,645 shares. Arrow Fincl reported 151,256 shares. Planning Advsr Limited Liability reported 77,190 shares. The Nevada-based Navellier Assocs has invested 0.07% in Pfizer Inc. (NYSE:PFE). Alta Cap Mgmt Lc has invested 0.01% in Pfizer Inc. (NYSE:PFE). Northwest Counselors Limited Liability Corp has invested 0.05% of its portfolio in Pfizer Inc. (NYSE:PFE). Gfs Advsrs Ltd Liability Com reported 52,724 shares. Moreover, Channing Capital Mgmt Lc has 0.29% invested in Pfizer Inc. (NYSE:PFE) for 218,173 shares. Evanson Asset Mgmt Ltd Limited Liability Company stated it has 15,918 shares. Proshare Advsr Llc invested 0.28% of its portfolio in Pfizer Inc. (NYSE:PFE). Nottingham Advisors holds 0.03% or 6,264 shares. A D Beadell Inv Counsel Inc invested in 1.52% or 50,012 shares. 265,969 were accumulated by Kcm Advsr Limited Com. Clear Harbor Asset Ltd reported 0.3% of its portfolio in Pfizer Inc. (NYSE:PFE). Violich holds 0.27% or 28,220 shares in its portfolio.

Wms Partners Llc, which manages about $2.55B and $839.92M US Long portfolio, decreased its stake in International Business Machs (NYSE:IBM) by 2,767 shares to 15,669 shares, valued at $2.27M in 2017Q3, according to the filing. It also reduced its holding in Spdr S&P 500 Etf Tr (SPY) by 3,551 shares in the quarter, leaving it with 1,049 shares, and cut its stake in Apple Inc (NASDAQ:AAPL).

Among 22 analysts covering Pfizer (NYSE:PFE), 10 have Buy rating, 1 Sell and 11 Hold. Therefore 45% are positive. Pfizer had 74 analyst reports since July 29, 2015 according to SRatingsIntel. The rating was maintained by Societe Generale with “Neutral” on Friday, March 24. The stock of Pfizer Inc. (NYSE:PFE) has “Buy” rating given on Friday, December 15 by BMO Capital Markets. Morgan Stanley maintained Pfizer Inc. (NYSE:PFE) on Friday, April 7 with “Neutral” rating. The stock of Pfizer Inc. (NYSE:PFE) has “Hold” rating given on Monday, October 16 by Jefferies. As per Monday, May 9, the company rating was maintained by Credit Suisse. The firm has “Buy” rating by Piper Jaffray given on Friday, August 14. The stock has “Neutral” rating by Credit Suisse on Wednesday, January 31. The rating was maintained by Argus Research with “Buy” on Wednesday, July 29. Cowen & Co maintained it with “Buy” rating and $4300 target in Monday, August 14 report. The firm has “Hold” rating given on Tuesday, January 16 by Jefferies.

Investors sentiment decreased to 1 in Q3 2017. Its down 0.13, from 1.13 in 2017Q2. It fall, as 48 investors sold V shares while 617 reduced holdings. 142 funds opened positions while 524 raised stakes. 1.64 billion shares or 1.45% less from 1.66 billion shares in 2017Q2 were reported. Kj Harrison & Partners owns 0.59% invested in Visa Inc. (NYSE:V) for 16,384 shares. Klingenstein Fields & Co Ltd accumulated 23,190 shares or 0.09% of the stock. Macquarie Grp Inc reported 3.20 million shares. Regal Advsrs Ltd Liability Corporation stated it has 23,395 shares or 0.57% of all its holdings. Raymond James And Assoc has 1.82 million shares for 0.38% of their portfolio. L & S Advisors reported 0.71% of its portfolio in Visa Inc. (NYSE:V). 1St Source Bancorp reported 0.12% of its portfolio in Visa Inc. (NYSE:V). The New York-based Northstar Grp Inc has invested 0.14% in Visa Inc. (NYSE:V). Thompson Invest Mngmt Inc holds 0.76% or 38,614 shares in its portfolio. Kayne Anderson Rudnick Invest Ltd Limited Liability Company holds 0.43% or 451,649 shares in its portfolio. Maverick Ltd holds 4.46% or 3.34M shares in its portfolio. Franklin Res reported 7.71 million shares. Eagleclaw Cap Managment Limited Liability owns 27,261 shares for 1.62% of their portfolio. Halbert Hargrove Russell Ltd Com stated it has 0.11% in Visa Inc. (NYSE:V). Meristem Limited Liability Partnership owns 8,593 shares.

Among 42 analysts covering Visa Inc. (NYSE:V), 34 have Buy rating, 0 Sell and 8 Hold. Therefore 81% are positive. Visa Inc. had 125 analyst reports since July 21, 2015 according to SRatingsIntel. The firm has “Buy” rating by Cowen & Co given on Friday, January 12. The rating was upgraded by Wedbush to “Outperform” on Friday, January 20. The stock of Visa Inc. (NYSE:V) has “Buy” rating given on Friday, February 2 by Stephens. The firm earned “Buy” rating on Thursday, February 1 by SunTrust. The stock has “Outperform” rating by RBC Capital Markets on Tuesday, November 3. The rating was maintained by Morgan Stanley on Friday, October 20 with “Overweight”. On Friday, June 23 the stock rating was maintained by Jefferies with “Buy”. As per Friday, February 2, the company rating was maintained by Morgan Stanley. The firm has “Buy” rating given on Wednesday, December 16 by UBS. The firm earned “Buy” rating on Thursday, February 1 by Oppenheimer.

Since December 13, 2017, it had 0 buys, and 3 insider sales for $6.56 million activity. The insider MATSCHULLAT ROBERT W sold 6,220 shares worth $707,561. MAHON TULLIER KELLY also sold $5.65M worth of Visa Inc. (NYSE:V) on Friday, December 15.

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