Amedisys (AMED) Share Price Rose While Redmile Group Has Raised Holding; As Home Depot (HD) Market Valuation Rose, Shareholder Clifford Swan Investment Counsel Trimmed Its Position

February 18, 2018 - By Dolores Ford

Clifford Swan Investment Counsel Llc decreased its stake in Home Depot Inc. (HD) by 6.09% based on its latest 2017Q3 regulatory filing with the SEC. Clifford Swan Investment Counsel Llc sold 3,215 shares as the company’s stock rose 9.30% with the market. The institutional investor held 49,596 shares of the consumer services company at the end of 2017Q3, valued at $8.11M, down from 52,811 at the end of the previous reported quarter. Clifford Swan Investment Counsel Llc who had been investing in Home Depot Inc. for a number of months, seems to be less bullish one the $218.33 billion market cap company. The stock increased 0.92% or $1.7 during the last trading session, reaching $186.97. About 7.62M shares traded or 44.24% up from the average. The Home Depot, Inc. (NYSE:HD) has risen 18.65% since February 18, 2017 and is uptrending. It has outperformed by 1.95% the S&P500.

Jeremy Green increased its stake in Amedisys Inc (AMED) by 8351.97% based on its latest 2017Q3 regulatory filing with the SEC. Redmile Group Llc bought 280,292 shares as the company’s stock rose 22.82% with the market. The hedge fund run by Jeremy Green held 283,648 shares of the medical and nursing services company at the end of 2017Q3, valued at $15.87 million, up from 3,356 at the end of the previous reported quarter. Redmile Group Llc who had been investing in Amedisys Inc for a number of months, seems to be bullish on the $1.92 billion market cap company. The stock increased 1.29% or $0.72 during the last trading session, reaching $56.46. About 211,813 shares traded. Amedisys, Inc. (NASDAQ:AMED) has risen 15.02% since February 18, 2017 and is uptrending. It has underperformed by 1.68% the S&P500.

Investors sentiment increased to 1.14 in Q3 2017. Its up 0.19, from 0.95 in 2017Q2. It is positive, as 59 investors sold HD shares while 562 reduced holdings. 121 funds opened positions while 587 raised stakes. 796.24 million shares or 3.15% less from 822.13 million shares in 2017Q2 were reported. Baker Boyer Financial Bank owns 1,666 shares or 0.9% of their US portfolio. Hartford Mngmt has 0.85% invested in The Home Depot, Inc. (NYSE:HD) for 275,687 shares. Point72 Asia (Hong Kong), a Hong Kong-based fund reported 1,051 shares. Hall Laurie J Trustee holds 0.02% of its portfolio in The Home Depot, Inc. (NYSE:HD) for 229 shares. 1,872 are held by Hilton Capital Mgmt. Advisory Serv Ntwk Ltd Limited Liability Company holds 0.47% or 25,096 shares. Wealthtrust Fairport Llc owns 60,108 shares or 1.04% of their US portfolio. Fmr has 0.6% invested in The Home Depot, Inc. (NYSE:HD) for 30.46M shares. Engineers Gate Manager Limited Partnership reported 19,822 shares stake. Beach Investment Mgmt Ltd Liability Corporation invested in 4,530 shares. Bancorpsouth Incorporated invested 0.03% in The Home Depot, Inc. (NYSE:HD). Raymond James Tru Na invested 1.39% of its portfolio in The Home Depot, Inc. (NYSE:HD). 125,694 are held by Rathbone Brothers Public Limited Liability Com. Lazard Asset Mgmt Ltd Co invested 0.01% of its portfolio in The Home Depot, Inc. (NYSE:HD). Moreover, New York State Teachers Retirement Sys has 0.81% invested in The Home Depot, Inc. (NYSE:HD).

Analysts await The Home Depot, Inc. (NYSE:HD) to report earnings on February, 20. They expect $1.62 EPS, up 12.50% or $0.18 from last year’s $1.44 per share. HD’s profit will be $1.89B for 28.85 P/E if the $1.62 EPS becomes a reality. After $1.84 actual EPS reported by The Home Depot, Inc. for the previous quarter, Wall Street now forecasts -11.96% negative EPS growth.

Clifford Swan Investment Counsel Llc, which manages about $2.29 billion and $1.65B US Long portfolio, upped its stake in Costco Wholesale Corp. (NASDAQ:COST) by 2,198 shares to 201,786 shares, valued at $33.15 million in 2017Q3, according to the filing. It also increased its holding in Bristol (NYSE:BMY) by 14,345 shares in the quarter, for a total of 351,019 shares, and has risen its stake in Tractor Supply Company (NASDAQ:TSCO).

Since August 16, 2017, it had 0 insider purchases, and 3 sales for $14.57 million activity. 10,916 shares valued at $1.97 million were sold by Roseborough Teresa Wynn on Thursday, December 7. 10,717 shares were sold by Campbell Ann Marie, worth $1.63M on Wednesday, August 16.

Among 33 analysts covering The Home Depot Inc. (NYSE:HD), 24 have Buy rating, 0 Sell and 9 Hold. Therefore 73% are positive. The Home Depot Inc. had 107 analyst reports since August 19, 2015 according to SRatingsIntel. The stock of The Home Depot, Inc. (NYSE:HD) earned “Overweight” rating by Barclays Capital on Wednesday, August 16. As per Wednesday, February 22, the company rating was maintained by Telsey Advisory Group. The firm earned “Sell” rating on Tuesday, August 25 by SEB Equity Research. The company was maintained on Wednesday, November 18 by Cantor Fitzgerald. The stock of The Home Depot, Inc. (NYSE:HD) earned “Buy” rating by RBC Capital Markets on Monday, July 24. As per Tuesday, October 3, the company rating was initiated by Gordon Haskett Capital Corporation. As per Tuesday, July 18, the company rating was maintained by BMO Capital Markets. Deutsche Bank upgraded The Home Depot, Inc. (NYSE:HD) on Monday, January 25 to “Buy” rating. The firm earned “Buy” rating on Monday, February 5 by Jefferies. Credit Suisse maintained it with “Outperform” rating and $135 target in Wednesday, November 18 report.

Redmile Group Llc, which manages about $1.27 billion and $2.03B US Long portfolio, decreased its stake in Penumbra Inc by 365,933 shares to 565,511 shares, valued at $51.07 million in 2017Q3, according to the filing. It also reduced its holding in Gw Pharmaceuticals Plc (NASDAQ:GWPH) by 106,400 shares in the quarter, leaving it with 338,536 shares, and cut its stake in Syros Pharmaceuticals Inc.

Among 15 analysts covering Amedisys Inc. (NASDAQ:AMED), 7 have Buy rating, 0 Sell and 8 Hold. Therefore 47% are positive. Amedisys Inc. had 37 analyst reports since September 1, 2015 according to SRatingsIntel. Jefferies maintained Amedisys, Inc. (NASDAQ:AMED) rating on Wednesday, July 19. Jefferies has “Buy” rating and $6500 target. The firm earned “Buy” rating on Thursday, November 2 by Mizuho. The firm earned “Hold” rating on Thursday, November 9 by Benchmark. RBC Capital Markets maintained the shares of AMED in report on Friday, May 6 with “Sector Perform” rating. The company was maintained on Sunday, November 5 by Robert W. Baird. Benchmark initiated the shares of AMED in report on Friday, January 27 with “Hold” rating. Obsidian Research Group downgraded the stock to “Market Perform” rating in Tuesday, April 5 report. The stock of Amedisys, Inc. (NASDAQ:AMED) has “Buy” rating given on Thursday, November 9 by Craig Hallum. The rating was maintained by RBC Capital Markets with “Hold” on Thursday, November 9. The company was maintained on Monday, October 9 by SunTrust.

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