Nbw Capital Has Boosted Its Holding in Healthequity (HQY) as Market Value Rose; Taconic Capital Advisors LP Holding in Bristol Myers Squibb Co (BMY) Has Lowered by $945,000

February 23, 2018 - By Darrin Black

Frank Brosens decreased its stake in Bristol Myers Squibb Co (BMY) by 30% based on its latest 2017Q3 regulatory filing with the SEC. Taconic Capital Advisors Lp sold 15,000 shares as the company’s stock declined 1.04% while stock markets rallied. The hedge fund run by Frank Brosens held 35,000 shares of the major pharmaceuticals company at the end of 2017Q3, valued at $2.23 million, down from 50,000 at the end of the previous reported quarter. Taconic Capital Advisors Lp who had been investing in Bristol Myers Squibb Co for a number of months, seems to be less bullish one the $109.66 billion market cap company. The stock increased 1.87% or $1.2325 during the last trading session, reaching $67.1725. About 1.71 million shares traded. Bristol-Myers Squibb Company (NYSE:BMY) has declined 23.19% since February 23, 2017 and is downtrending. It has underperformed by 39.89% the S&P500.

Nbw Capital Llc increased its stake in Healthequity Inc. (HQY) by 82.84% based on its latest 2017Q3 regulatory filing with the SEC. Nbw Capital Llc bought 30,870 shares as the company’s stock rose 4.44% with the market. The institutional investor held 68,136 shares of the miscellaneous company at the end of 2017Q3, valued at $3.45 million, up from 37,266 at the end of the previous reported quarter. Nbw Capital Llc who had been investing in Healthequity Inc. for a number of months, seems to be bullish on the $3.07B market cap company. The stock decreased 0.35% or $0.18 during the last trading session, reaching $50.56. About 1.03M shares traded or 76.50% up from the average. HealthEquity, Inc. (NASDAQ:HQY) has risen 95.58% since February 23, 2017 and is uptrending. It has outperformed by 78.88% the S&P500.

Among 13 analysts covering HealthEquity Inc (NASDAQ:HQY), 11 have Buy rating, 0 Sell and 2 Hold. Therefore 85% are positive. HealthEquity Inc had 32 analyst reports since August 18, 2015 according to SRatingsIntel. The firm has “Buy” rating by KeyBanc Capital Markets given on Monday, January 8. JP Morgan reinitiated the stock with “Overweight” rating in Friday, October 28 report. Oppenheimer maintained the shares of HQY in report on Wednesday, June 7 with “Buy” rating. The rating was maintained by Robert W. Baird on Wednesday, February 7 with “Neutral”. The firm earned “Buy” rating on Tuesday, September 5 by KeyBanc Capital Markets. The firm has “Hold” rating by Robert W. Baird given on Tuesday, September 19. On Tuesday, October 13 the stock rating was initiated by TheStreet with “Hold”. KeyBanc Capital Markets maintained HealthEquity, Inc. (NASDAQ:HQY) rating on Wednesday, October 11. KeyBanc Capital Markets has “Buy” rating and $60.0 target. The rating was maintained by Cantor Fitzgerald on Monday, August 28 with “Buy”. The firm earned “Buy” rating on Wednesday, June 7 by Cantor Fitzgerald.

Nbw Capital Llc, which manages about $677.00 million and $367.72M US Long portfolio, decreased its stake in Apple Inc (NASDAQ:AAPL) by 4,191 shares to 93,099 shares, valued at $14.35M in 2017Q3, according to the filing. It also reduced its holding in Western Refining Logistics Lp (NYSE:WNRL) by 210,880 shares in the quarter, leaving it with 26,545 shares, and cut its stake in Spdr S & P 500 Etf Trust (SPY).

Since September 6, 2017, it had 1 buying transaction, and 2 selling transactions for $646,385 activity. $560,400 worth of stock was sold by Caldarella Joseph C on Wednesday, September 6. $335,172 worth of Bristol-Myers Squibb Company (NYSE:BMY) was sold by Lynch Thomas J. Jr..

Taconic Capital Advisors Lp, which manages about $11.01 billion and $119.66M US Long portfolio, upped its stake in Sinclair Broadcast Group Inc (NASDAQ:SBGI) by 28,750 shares to 51,750 shares, valued at $1.66 million in 2017Q3, according to the filing.

Analysts await Bristol-Myers Squibb Company (NYSE:BMY) to report earnings on April, 26. They expect $0.87 earnings per share, up 3.57% or $0.03 from last year’s $0.84 per share. BMY’s profit will be $1.42 billion for 19.30 P/E if the $0.87 EPS becomes a reality. After $0.68 actual earnings per share reported by Bristol-Myers Squibb Company for the previous quarter, Wall Street now forecasts 27.94% EPS growth.

Among 19 analysts covering Bristol-Myers Squibb Company (NYSE:BMY), 7 have Buy rating, 3 Sell and 9 Hold. Therefore 37% are positive. Bristol-Myers Squibb Company had 73 analyst reports since July 28, 2015 according to SRatingsIntel. The rating was maintained by UBS on Friday, October 6 with “Buy”. On Monday, May 23 the stock rating was initiated by Hilliard Lyons with “Neutral”. Cowen & Co maintained it with “Hold” rating and $65.0 target in Monday, September 18 report. Jefferies maintained the stock with “Hold” rating in Tuesday, June 14 report. The rating was maintained by UBS on Friday, April 29 with “Buy”. The stock of Bristol-Myers Squibb Company (NYSE:BMY) has “Hold” rating given on Thursday, October 26 by Piper Jaffray. The stock has “Buy” rating by Leerink Swann on Tuesday, February 6. BMO Capital Markets maintained it with “Underperform” rating and $51 target in Tuesday, February 6 report. The stock of Bristol-Myers Squibb Company (NYSE:BMY) earned “Equal-Weight” rating by Barclays Capital on Friday, September 9. Cowen & Co maintained it with “Hold” rating and $6500 target in Monday, August 14 report.

Investors sentiment increased to 1.03 in Q3 2017. Its up 0.08, from 0.95 in 2017Q2. It increased, as 62 investors sold BMY shares while 519 reduced holdings. 137 funds opened positions while 460 raised stakes. 1.11 billion shares or 0.68% more from 1.10 billion shares in 2017Q2 were reported. Fic Capital reported 8,740 shares or 0.21% of all its holdings. Messner Smith Theme Value Mngmt Limited Ca stated it has 5,123 shares. Citizens & Northern holds 26,372 shares. Goelzer Investment Management invested in 0.56% or 75,117 shares. Balasa Dinverno & Foltz Ltd holds 25,870 shares or 0.26% of its portfolio. Ajo Lp stated it has 748,028 shares or 0.21% of all its holdings. Virtus Inv Advisers reported 0.05% stake. Hawaii-based First Hawaiian Bank & Trust has invested 0.05% in Bristol-Myers Squibb Company (NYSE:BMY). Bridges Investment Management stated it has 0.12% in Bristol-Myers Squibb Company (NYSE:BMY). 6,426 were accumulated by Wealth Architects Limited Liability. United Cap Advisers Limited Liability Corp holds 0.2% or 377,660 shares in its portfolio. Mitsubishi Ufj Trust & Banking holds 3.39M shares. Jacobs Ca has 67,776 shares for 0.81% of their portfolio. Founders Capital Mgmt Limited Liability Company holds 4,123 shares. Gofen And Glossberg Lc Il holds 0.11% or 45,699 shares in its portfolio.

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