Brahman Capital Stake In Comcast New (CMCSA) Was Raised; Marsico Capital Management Has Increased Stake in Heico New (HEI)

February 24, 2018 - By reb123z

Peter Adam Hochfelder increased its stake in Comcast Corp New (CMCSA) by 16.85% based on its latest 2017Q3 regulatory filing with the SEC. Brahman Capital Corp bought 355,394 shares as the company’s stock rose 3.16% with the market. The hedge fund run by Peter Adam Hochfelder held 2.46 million shares of the television services company at the end of 2017Q3, valued at $94.82M, up from 2.11M at the end of the previous reported quarter. Brahman Capital Corp who had been investing in Comcast Corp New for a number of months, seems to be bullish on the $183.46B market cap company. The stock increased 1.80% or $0.7 during the last trading session, reaching $39.5. About 16.51 million shares traded. Comcast Corporation (NASDAQ:CMCSA) has risen 28.96% since February 24, 2017 and is uptrending. It has outperformed by 12.26% the S&P500.

Marsico Capital Management Llc increased its stake in Heico Corp New (HEI) by 45.79% based on its latest 2017Q3 regulatory filing with the SEC. Marsico Capital Management Llc bought 4,029 shares as the company’s stock rose 12.74% with the market. The institutional investor held 12,827 shares of the aerospace company at the end of 2017Q3, valued at $1.15 million, up from 8,798 at the end of the previous reported quarter. Marsico Capital Management Llc who had been investing in Heico Corp New for a number of months, seems to be bullish on the $8.62B market cap company. The stock increased 1.22% or $0.97 during the last trading session, reaching $80.74. About 204,449 shares traded. HEICO Corporation (NYSE:HEI) has risen 45.08% since February 24, 2017 and is uptrending. It has outperformed by 28.38% the S&P500.




Investors sentiment increased to 1.03 in Q3 2017. Its up 0.02, from 1.01 in 2017Q2. It is positive, as 53 investors sold CMCSA shares while 517 reduced holdings. 115 funds opened positions while 470 raised stakes. 3.65 billion shares or 1.23% less from 3.69 billion shares in 2017Q2 were reported. Fin Architects invested in 2,149 shares or 0.15% of the stock. The Texas-based State Bank has invested 0.01% in Comcast Corporation (NASDAQ:CMCSA). Delta Asset Management Llc Tn invested in 4.38% or 753,615 shares. Hightower Advsr Ltd Liability Corp has invested 0.3% in Comcast Corporation (NASDAQ:CMCSA). Mirae Asset Glob Co Limited holds 0.71% or 1.02 million shares. Of Virginia Va owns 9,060 shares or 0.05% of their US portfolio. The Massachusetts-based Rhumbline Advisers has invested 0.68% in Comcast Corporation (NASDAQ:CMCSA). 1.80M are held by Keybank Natl Association Oh. Usca Ria Ltd Limited Liability Company stated it has 0.04% of its portfolio in Comcast Corporation (NASDAQ:CMCSA). Odey Asset holds 0.25% in Comcast Corporation (NASDAQ:CMCSA) or 70,800 shares. Greenwood Cap Assoc Llc stated it has 0.63% in Comcast Corporation (NASDAQ:CMCSA). Mackenzie Corporation reported 134,728 shares. Archford Strategies Ltd has 0.4% invested in Comcast Corporation (NASDAQ:CMCSA) for 27,885 shares. Merriman Wealth Mgmt Llc holds 0.05% in Comcast Corporation (NASDAQ:CMCSA) or 5,271 shares. Hutchin Hill Cap Limited Partnership owns 281,600 shares for 0.41% of their portfolio.

Among 31 analysts covering Comcast Corporation (NASDAQ:CMCSA), 24 have Buy rating, 1 Sell and 6 Hold. Therefore 77% are positive. Comcast Corporation had 79 analyst reports since July 27, 2015 according to SRatingsIntel. Nomura initiated it with “Buy” rating and $72.0 target in Tuesday, December 8 report. The stock has “Buy” rating by Moffett Nathanson on Wednesday, August 19. The rating was initiated by SunTrust with “Neutral” on Wednesday, November 11. The company was upgraded on Friday, January 13 by Deutsche Bank. Buckingham Research maintained it with “Buy” rating and $50.0 target in Monday, January 8 report. On Thursday, January 25 the stock rating was maintained by Jefferies with “Buy”. The rating was maintained by Bank of America on Wednesday, June 28 with “Buy”. On Tuesday, December 19 the stock rating was maintained by Guggenheim with “Buy”. The firm has “Buy” rating by Pivotal Research given on Tuesday, September 27. RBC Capital Markets maintained the shares of CMCSA in report on Friday, July 7 with “Buy” rating.

Since September 15, 2017, it had 0 buys, and 5 insider sales for $31.15 million activity. BACON KENNETH J had sold 2,232 shares worth $83,175 on Friday, September 15. ROBERTS BRIAN L sold $22.57 million worth of stock. 4,091 shares valued at $156,931 were sold by BLOCK ARTHUR R on Thursday, September 28.

Brahman Capital Corp, which manages about $4.97 billion and $2.94B US Long portfolio, decreased its stake in Csx Corp (NYSE:CSX) by 667,156 shares to 4.88M shares, valued at $264.61 million in 2017Q3, according to the filing. It also reduced its holding in Ardagh Group S A by 316,347 shares in the quarter, leaving it with 1.02M shares, and cut its stake in Sealed Air Corp New (NYSE:SEE).

Investors sentiment decreased to 1.39 in 2017 Q3. Its down 6.34, from 7.73 in 2017Q2. It worsened, as 17 investors sold HEI shares while 60 reduced holdings. 46 funds opened positions while 61 raised stakes. 22.08 million shares or 49.76% less from 43.95 million shares in 2017Q2 were reported. Concorde Asset Ltd Co has invested 1.37% in HEICO Corporation (NYSE:HEI). Victory Mngmt Incorporated has 0% invested in HEICO Corporation (NYSE:HEI) for 21,271 shares. The Connecticut-based Chilton Ltd Llc has invested 0.49% in HEICO Corporation (NYSE:HEI). Capital Advsr Ltd Limited Company accumulated 991 shares. D E Shaw & Incorporated accumulated 0% or 12,450 shares. Northern Tru accumulated 190,972 shares or 0% of the stock. State Common Retirement Fund stated it has 122,167 shares or 0.01% of all its holdings. Cubist Systematic Strategies Ltd Liability Co invested in 0.02% or 3,929 shares. State Of Wisconsin Board, a Wisconsin-based fund reported 4,983 shares. Regions Fincl Corporation has invested 0% in HEICO Corporation (NYSE:HEI). Invesco Limited holds 220,260 shares or 0.01% of its portfolio. California Pub Employees Retirement has invested 0.01% in HEICO Corporation (NYSE:HEI). Menta Cap Llc has 5,300 shares for 0.07% of their portfolio. The Missouri-based Commerce Bank has invested 0.01% in HEICO Corporation (NYSE:HEI). Suntrust Banks accumulated 14,329 shares.

Marsico Capital Management Llc, which manages about $17.14 billion and $2.49B US Long portfolio, decreased its stake in Six Flags Entmt Corp New (NYSE:SIX) by 11,765 shares to 90,874 shares, valued at $5.54 million in 2017Q3, according to the filing. It also reduced its holding in Red Rock Resorts Inc by 125,694 shares in the quarter, leaving it with 68,409 shares, and cut its stake in Nvidia Corp (NASDAQ:NVDA).

Since September 21, 2017, it had 0 insider purchases, and 1 insider sale for $1.53 million activity.

Among 9 analysts covering Heico Corporation (NYSE:HEI), 6 have Buy rating, 0 Sell and 3 Hold. Therefore 67% are positive. Heico Corporation had 36 analyst reports since August 24, 2015 according to SRatingsIntel. The company was maintained on Thursday, June 8 by Canaccord Genuity. Canaccord Genuity maintained the stock with “Buy” rating in Friday, August 25 report. The stock has “Hold” rating by Jefferies on Thursday, August 27. The firm has “Hold” rating given on Friday, July 28 by Jefferies. Canaccord Genuity maintained the stock with “Buy” rating in Tuesday, October 24 report. The firm earned “Buy” rating on Wednesday, February 14 by Jefferies. The firm has “Buy” rating by Canaccord Genuity given on Friday, August 18. Canaccord Genuity maintained the stock with “Buy” rating in Monday, August 24 report. Suntrust Robinson initiated HEICO Corporation (NYSE:HEI) on Thursday, January 19 with “Buy” rating. The company was upgraded on Tuesday, December 22 by Bank of America.

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