Yhb Investment Advisors Has Boosted Pfizer (PFE) Position by $588,672 as Valuation Declined; Family Capital Trust Co Has Upped Intuitive Surgical (ISRG) Stake by $960,960 as Market Valuation Rose

April 26, 2018 - By Michael Collier

Pfizer Inc. (NYSE:PFE) Logo

Yhb Investment Advisors Inc increased its stake in Pfizer Inc (PFE) by 12.08% based on its latest 2017Q4 regulatory filing with the SEC. Yhb Investment Advisors Inc bought 16,352 shares as the company’s stock declined 3.13% with the market. The institutional investor held 151,760 shares of the health care company at the end of 2017Q4, valued at $5.50 million, up from 135,408 at the end of the previous reported quarter. Yhb Investment Advisors Inc who had been investing in Pfizer Inc for a number of months, seems to be bullish on the $220.31 billion market cap company. The stock increased 0.97% or $0.35 during the last trading session, reaching $37.03. About 8.38 million shares traded. Pfizer Inc. (NYSE:PFE) has risen 2.43% since April 26, 2017 and is uptrending. It has underperformed by 9.12% the S&P500.

Family Capital Trust Co increased its stake in Intuitive Surgical Inc (ISRG) by 200% based on its latest 2017Q4 regulatory filing with the SEC. Family Capital Trust Co bought 2,640 shares as the company’s stock rose 11.58% while stock markets declined. The institutional investor held 3,960 shares of the health care company at the end of 2017Q4, valued at $1.45 million, up from 1,320 at the end of the previous reported quarter. Family Capital Trust Co who had been investing in Intuitive Surgical Inc for a number of months, seems to be bullish on the $50.77B market cap company. The stock increased 2.31% or $10.12 during the last trading session, reaching $448.08. About 443,796 shares traded. Intuitive Surgical, Inc. (NASDAQ:ISRG) has risen 58.43% since April 26, 2017 and is uptrending. It has outperformed by 46.88% the S&P500.

Yhb Investment Advisors Inc, which manages about $966.41M and $586.85 million US Long portfolio, decreased its stake in Monsanto Co New (NYSE:MON) by 24,508 shares to 35,000 shares, valued at $4.09M in 2017Q4, according to the filing. It also reduced its holding in Anadarko Pete Corp (NYSE:APC) by 9,870 shares in the quarter, leaving it with 18,825 shares, and cut its stake in Mondelez Intl Inc (NASDAQ:MDLZ).

Investors sentiment increased to 1.06 in 2017 Q4. Its up 0.10, from 0.96 in 2017Q3. It increased, as 51 investors sold PFE shares while 675 reduced holdings. 134 funds opened positions while 632 raised stakes. 4.07 billion shares or 0.28% more from 4.06 billion shares in 2017Q3 were reported. Plante Moran Financial Advsrs Ltd Llc holds 29,123 shares. 982,000 were accumulated by Orbimed Advsr Ltd. Beddow Cap Inc reported 275,965 shares. Johnson Counsel Inc accumulated 161,438 shares. Trustco National Bank N Y accumulated 1.41% or 37,695 shares. Diligent Investors Ltd Llc accumulated 70,461 shares. Old Point Trust And Financial N A reported 86,364 shares. Chelsea Counsel holds 0.11% or 5,642 shares. Windward Cap Management Ca holds 2.94% or 547,689 shares. Bradley Foster & Sargent Ct invested in 390,438 shares. Woodley Farra Manion Portfolio Mngmt Incorporated holds 0.55% or 138,717 shares in its portfolio. Ally Inc holds 20,000 shares. Obermeyer Wood Invest Counsel Lllp accumulated 11,196 shares. Moreover, Milestone Gru has 0.12% invested in Pfizer Inc. (NYSE:PFE). 168,132 were accumulated by Bartlett Co Limited Liability Com.

Since December 15, 2017, it had 0 insider purchases, and 12 selling transactions for $12.99 million activity. HILL CHARLES H had sold 26,779 shares worth $986,292. $353,677 worth of Pfizer Inc. (NYSE:PFE) was sold by LUND-JURGENSEN KIRSTEN. On Monday, February 26 the insider Dolsten Mikael sold $2.39M. Another trade for 8,000 shares valued at $296,560 was sold by JOHNSON RADY A. MACKENZIE ALEXANDER R had sold 6,750 shares worth $249,750. Shares for $1.84 million were sold by LANKLER DOUGLAS M on Tuesday, March 13.

Among 22 analysts covering Pfizer (NYSE:PFE), 9 have Buy rating, 1 Sell and 12 Hold. Therefore 41% are positive. Pfizer had 78 analyst reports since July 29, 2015 according to SRatingsIntel. The stock of Pfizer Inc. (NYSE:PFE) has “Overweight” rating given on Wednesday, September 20 by Morgan Stanley. As per Monday, August 14, the company rating was maintained by Cowen & Co. BMO Capital Markets maintained Pfizer Inc. (NYSE:PFE) on Tuesday, August 1 with “Hold” rating. The stock has “Neutral” rating by Suntrust Robinson on Wednesday, November 25. As per Wednesday, November 2, the company rating was downgraded by Argus Research. Morgan Stanley upgraded the shares of PFE in report on Friday, October 2 to “Overweight” rating. The stock of Pfizer Inc. (NYSE:PFE) earned “Overweight” rating by Piper Jaffray on Saturday, September 5. The rating was maintained by Piper Jaffray with “Overweight” on Friday, August 28. The company was maintained on Friday, April 28 by BMO Capital Markets. The stock of Pfizer Inc. (NYSE:PFE) earned “Neutral” rating by Credit Suisse on Wednesday, January 31.

Among 20 analysts covering Intuitive Surgical Inc (NASDAQ:ISRG), 14 have Buy rating, 1 Sell and 5 Hold. Therefore 70% are positive. Intuitive Surgical Inc had 77 analyst reports since July 22, 2015 according to SRatingsIntel. On Thursday, July 20 the stock rating was maintained by Piper Jaffray with “Hold”. Morgan Stanley maintained the stock with “Overweight” rating in Tuesday, July 25 report. Barclays Capital maintained the shares of ISRG in report on Friday, October 20 with “Overweight” rating. Citigroup initiated Intuitive Surgical, Inc. (NASDAQ:ISRG) rating on Thursday, November 12. Citigroup has “Buy” rating and $601 target. The firm has “Buy” rating by Citigroup given on Wednesday, July 20. The firm has “Hold” rating by BTIG Research given on Tuesday, June 13. The firm has “Neutral” rating given on Friday, April 1 by BTIG Research. On Tuesday, October 10 the stock rating was maintained by Wedbush with “Buy”. Goldman Sachs maintained the shares of ISRG in report on Thursday, November 16 with “Buy” rating. As per Monday, April 9, the company rating was maintained by Cantor Fitzgerald.

Investors sentiment increased to 12.48 in 2017 Q4. Its up 11.44, from 1.04 in 2017Q3. It improved, as 23 investors sold ISRG shares while 21 reduced holdings. 91 funds opened positions while 458 raised stakes. 191.92 million shares or 430.23% more from 36.20 million shares in 2017Q3 were reported. Scott & Selber stated it has 1.66% of its portfolio in Intuitive Surgical, Inc. (NASDAQ:ISRG). Creative Planning reported 0.04% stake. Hartford Mngmt Comm holds 0.16% or 23,945 shares in its portfolio. Virtu Fincl Ltd reported 0.09% in Intuitive Surgical, Inc. (NASDAQ:ISRG). State Treasurer State Of Michigan owns 32,868 shares for 0.09% of their portfolio. Moreover, Tarbox Family Office has 0.01% invested in Intuitive Surgical, Inc. (NASDAQ:ISRG) for 50 shares. Pictet Asset Management Limited invested in 0.65% or 696,077 shares. Hbk Sorce Advisory Ltd Liability Co holds 663 shares or 0.03% of its portfolio. Sand Hill Glob Advisors Ltd Liability Corp accumulated 1,602 shares or 0.06% of the stock. Integral Derivatives Limited Liability Corporation stated it has 0.01% of its portfolio in Intuitive Surgical, Inc. (NASDAQ:ISRG). Walleye Trading Ltd Liability Co holds 10,144 shares. Reynders Mcveigh Mngmt invested in 3,498 shares. Winslow Capital Management Ltd Limited Liability Company holds 48 shares or 0% of its portfolio. Driehaus Mngmt Lc, a Illinois-based fund reported 3,800 shares. Tobam has 0.12% invested in Intuitive Surgical, Inc. (NASDAQ:ISRG).

Intuitive Surgical, Inc. (NASDAQ:ISRG) Institutional Positions Chart

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