Sensata Technologies Holding (ST) Holder American National Bank Has Upped Holding; Humana (HUM) Shareholder Welch Capital Partners Has Decreased Position by $1.94 Million

February 19, 2018 - By Louis Casey

Leighton Welch decreased its stake in Humana Inc (HUM) by 29.6% based on its latest 2017Q3 regulatory filing with the SEC. Welch Capital Partners Llc sold 7,970 shares as the company’s stock rose 11.38% with the market. The hedge fund run by Leighton Welch held 18,956 shares of the medical specialities company at the end of 2017Q3, valued at $4.62M, down from 26,926 at the end of the previous reported quarter. Welch Capital Partners Llc who had been investing in Humana Inc for a number of months, seems to be less bullish one the $37.04 billion market cap company. The stock increased 0.58% or $1.55 during the last trading session, reaching $269. About 672,221 shares traded. Humana Inc. (NYSE:HUM) has risen 35.38% since February 19, 2017 and is uptrending. It has outperformed by 18.68% the S&P500.

American National Bank increased its stake in Sensata Technologies Holding (ST) by 13.61% based on its latest 2017Q3 regulatory filing with the SEC. American National Bank bought 8,781 shares as the company’s stock declined 3.64% while stock markets rallied. The institutional investor held 73,322 shares of the industrial machinery and components company at the end of 2017Q3, valued at $3.52 million, up from 64,541 at the end of the previous reported quarter. American National Bank who had been investing in Sensata Technologies Holding for a number of months, seems to be bullish on the $9.23B market cap company. The stock increased 0.37% or $0.2 during the last trading session, reaching $53.86. About 731,180 shares traded. Sensata Technologies Holding N.V. (NYSE:ST) has risen 16.67% since February 19, 2017 and is uptrending. It has underperformed by 0.03% the S&P500.

Investors sentiment increased to 1.21 in Q3 2017. Its up 0.01, from 1.2 in 2017Q2. It increased, as 44 investors sold HUM shares while 184 reduced holdings. 76 funds opened positions while 201 raised stakes. 131.39 million shares or 2.57% less from 134.86 million shares in 2017Q2 were reported. State Bank accumulated 2,630 shares or 0.07% of the stock. Css Llc Il holds 0.07% of its portfolio in Humana Inc. (NYSE:HUM) for 5,800 shares. Employees Retirement Of Texas invested 0.14% in Humana Inc. (NYSE:HUM). 1,900 were reported by Caxton Associate Ltd Partnership. Great West Life Assurance Can invested in 151,276 shares. The Tennessee-based State Of Tennessee Treasury Department has invested 0.21% in Humana Inc. (NYSE:HUM). Pettee holds 0.13% or 850 shares. Moreover, Gotham Asset Ltd Liability Corp has 0.08% invested in Humana Inc. (NYSE:HUM) for 21,327 shares. The Maine-based Vigilant Cap Ltd Liability Corp has invested 0.06% in Humana Inc. (NYSE:HUM). Columbus Hill Mgmt Limited Partnership invested in 108,861 shares or 1.89% of the stock. Gp One Trading Lp stated it has 45,667 shares. First In accumulated 320 shares. Toronto Dominion Comml Bank accumulated 54,810 shares. Ancora Advsrs Limited Company owns 1,611 shares. State Board Of Administration Of Florida Retirement System has 218,640 shares for 0.15% of their portfolio.

Welch Capital Partners Llc, which manages about $347.76M and $296.79 million US Long portfolio, upped its stake in Energy Select Sector Spdr Fund (XLE) by 18,330 shares to 76,750 shares, valued at $5.26 million in 2017Q3, according to the filing. It also increased its holding in Envision Healthcare Corp by 19,160 shares in the quarter, for a total of 183,839 shares, and has risen its stake in Newell Brands Inc (NYSE:NWL).

Among 23 analysts covering Humana (NYSE:HUM), 15 have Buy rating, 0 Sell and 8 Hold. Therefore 65% are positive. Humana had 75 analyst reports since July 30, 2015 according to SRatingsIntel. The rating was maintained by Barclays Capital with “Equal Weight” on Thursday, July 30. The stock has “Hold” rating by Cantor Fitzgerald on Tuesday, September 19. The company was downgraded on Monday, October 9 by JP Morgan. Credit Suisse initiated the stock with “Neutral” rating in Wednesday, December 16 report. Cowen & Co maintained the shares of HUM in report on Wednesday, April 26 with “Outperform” rating. The rating was initiated by JP Morgan with “Overweight” on Wednesday, September 16. The firm has “Buy” rating given on Friday, July 14 by Bank of America. Piper Jaffray maintained Humana Inc. (NYSE:HUM) on Thursday, July 13 with “Buy” rating. On Thursday, August 4 the stock rating was maintained by Barclays Capital with “Equal-Weight”. The rating was maintained by FBR Capital with “Mkt Perform” on Friday, July 22.

Since August 23, 2017, it had 0 buys, and 4 insider sales for $6.64 million activity. BILNEY JODY L had sold 7,054 shares worth $1.75M. Shares for $2.53M were sold by Bierbower Elizabeth D on Friday, September 1. The insider Fleming William Kevin sold $770,760.

Among 15 analysts covering Sensata Technologies Holdings NV (NYSE:ST), 7 have Buy rating, 0 Sell and 8 Hold. Therefore 47% are positive. Sensata Technologies Holdings NV had 61 analyst reports since July 30, 2015 according to SRatingsIntel. The firm has “Buy” rating by Stifel Nicolaus given on Sunday, September 10. The firm earned “Buy” rating on Tuesday, October 24 by SunTrust. As per Tuesday, October 24, the company rating was maintained by Cowen & Co. Oppenheimer maintained it with “Outperform” rating and $60 target in Wednesday, July 29 report. As per Monday, January 9, the company rating was upgraded by RBC Capital Markets. The firm has “Buy” rating by RBC Capital Markets given on Tuesday, December 12. Barclays Capital maintained Sensata Technologies Holding N.V. (NYSE:ST) on Friday, October 20 with “Overweight” rating. The rating was maintained by BMO Capital Markets on Tuesday, July 18 with “Hold”. Barclays Capital maintained the shares of ST in report on Friday, April 28 with “Buy” rating. The firm earned “Equal-Weight” rating on Wednesday, December 13 by Morgan Stanley.

American National Bank, which manages about $334.03M US Long portfolio, decreased its stake in Spectrum Brands Hldgs Inc Common (NYSE:SPB) by 10,453 shares to 16,792 shares, valued at $1.78 million in 2017Q3, according to the filing. It also reduced its holding in Cisco Sys Inc Com (NASDAQ:CSCO) by 17,597 shares in the quarter, leaving it with 171,075 shares, and cut its stake in Norfolk Southern Corp Com (NYSE:NSC).

Investors sentiment increased to 1.54 in 2017 Q3. Its up 0.26, from 1.28 in 2017Q2. It improved, as 24 investors sold ST shares while 63 reduced holdings. 35 funds opened positions while 99 raised stakes. 178.00 million shares or 2.43% less from 182.42 million shares in 2017Q2 were reported. Qs Invsts Limited Liability Corporation invested in 66 shares or 0% of the stock. James Inv owns 37,400 shares for 0.06% of their portfolio. Yorktown And invested in 0.08% or 6,500 shares. Legal & General Group Public Limited owns 763,990 shares. Blue Ridge Lc reported 4.44M shares. 161,268 were reported by Rhumbline Advisers. National Bank Of Montreal Can has invested 0.01% in Sensata Technologies Holding N.V. (NYSE:ST). Amp Cap Ltd reported 45,840 shares. Tiaa Cref Investment Mngmt Ltd Com accumulated 0.02% or 521,206 shares. Martin Invest Management Limited Liability Corp stated it has 0.16% of its portfolio in Sensata Technologies Holding N.V. (NYSE:ST). Quantitative Investment Lc holds 0.08% or 151,500 shares in its portfolio. Levin Cap Strategies Limited Partnership holds 0.01% or 8,000 shares in its portfolio. Advsrs Cap Mngmt Limited holds 85,941 shares. First Mercantile holds 0.27% or 30,594 shares. Carroll Associate holds 0% in Sensata Technologies Holding N.V. (NYSE:ST) or 69 shares.

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