Twenty First Centy Fox (FOXA) Holder Srs Investment Management Has Upped Stake by $31.72 Million; Gmt Capital Has Lifted Its Davita (DVA) Holding by $8.95 Million as Share Value Declined

February 16, 2018 - By Richard Conner

Thomas E. Claugus increased its stake in Davita Inc (DVA) by 54.2% based on its latest 2017Q3 regulatory filing with the SEC. Gmt Capital Corp bought 151,700 shares as the company’s stock declined 3.48% while stock markets rallied. The hedge fund run by Thomas E. Claugus held 431,600 shares of the hospital and nursing management company at the end of 2017Q3, valued at $25.63M, up from 279,900 at the end of the previous reported quarter. Gmt Capital Corp who had been investing in Davita Inc for a number of months, seems to be bullish on the $13.55 billion market cap company. The stock increased 0.12% or $0.09 during the last trading session, reaching $73.93. About 448,981 shares traded. DaVita Inc. (NYSE:DVA) has declined 16.51% since February 16, 2017 and is downtrending. It has underperformed by 33.21% the S&P500.

Karthik Sarma increased its stake in Twenty First Centy Fox Inc (FOXA) by 15.67% based on its latest 2017Q3 regulatory filing with the SEC. Srs Investment Management Llc bought 1.22 million shares as the company’s stock declined 10.68% while stock markets rallied. The hedge fund run by Karthik Sarma held 9.00M shares of the consumer services company at the end of 2017Q3, valued at $237.53 million, up from 7.78 million at the end of the previous reported quarter. Srs Investment Management Llc who had been investing in Twenty First Centy Fox Inc for a number of months, seems to be bullish on the $69.24 billion market cap company. The stock increased 1.57% or $0.58 during the last trading session, reaching $37.54. About 2.17M shares traded. Twenty-First Century Fox, Inc. (NASDAQ:FOXA) has declined 2.90% since February 16, 2017 and is downtrending. It has underperformed by 19.60% the S&P500.

Gmt Capital Corp, which manages about $9.19B and $4.99B US Long portfolio, decreased its stake in Lam Research Corp (NASDAQ:LRCX) by 4,100 shares to 361,600 shares, valued at $66.91 million in 2017Q3, according to the filing. It also reduced its holding in Finisar Corp (NASDAQ:FNSR) by 263,900 shares in the quarter, leaving it with 212,700 shares, and cut its stake in Alphabet Inc.

Investors sentiment decreased to 0.89 in Q3 2017. Its down 0.19, from 1.08 in 2017Q2. It dropped, as 50 investors sold DVA shares while 138 reduced holdings. 36 funds opened positions while 131 raised stakes. 159.24 million shares or 1.31% more from 157.19 million shares in 2017Q2 were reported. Sumitomo Mitsui Trust Inc stated it has 453,775 shares or 0.04% of all its holdings. Rhumbline Advisers reported 0.04% stake. Us Natl Bank De holds 0% or 19,058 shares. Elk Creek Prtn Limited Liability Company holds 4,479 shares. Pggm Invests holds 0.13% or 441,454 shares. Omers Administration holds 65,900 shares or 0.04% of its portfolio. Winslow Evans And Crocker holds 106 shares or 0% of its portfolio. Ontario – Canada-based Royal State Bank Of Canada has invested 0.01% in DaVita Inc. (NYSE:DVA). Fayez Sarofim holds 8,100 shares or 0% of its portfolio. Pacad holds 6,000 shares or 0.08% of its portfolio. Victory Capital Mgmt Inc holds 0% or 30,526 shares. Point72 Asset Mgmt LP has 0.16% invested in DaVita Inc. (NYSE:DVA). 6,954 were reported by Clarkston Cap Prtnrs Ltd Liability Com. Roundview Ltd Liability Co invested 0.1% of its portfolio in DaVita Inc. (NYSE:DVA). Mutual Of America Cap Mgmt Lc accumulated 17,563 shares.

Among 12 analysts covering DaVita (NYSE:DVA), 4 have Buy rating, 3 Sell and 5 Hold. Therefore 33% are positive. DaVita had 39 analyst reports since August 6, 2015 according to SRatingsIntel. RBC Capital Markets maintained the stock with “Hold” rating in Monday, October 9 report. The rating was maintained by Bank of America on Thursday, January 11 with “Buy”. The company was downgraded on Tuesday, September 6 by Bank of America. Robert W. Baird maintained the stock with “Buy” rating in Thursday, January 11 report. As per Thursday, December 7, the company rating was upgraded by Raymond James. The rating was maintained by RBC Capital Markets with “Hold” on Monday, June 26. The company was upgraded on Thursday, January 4 by Bank of America. Bernstein maintained it with “Market Perform” rating and $71 target in Wednesday, March 2 report. Robert W. Baird upgraded it to “Buy” rating and $82.0 target in Tuesday, December 12 report. The firm has “Hold” rating given on Wednesday, February 14 by SunTrust.

Since December 7, 2017, it had 0 insider buys, and 6 sales for $8.31 million activity. Shares for $1.52 million were sold by Rodriguez Javier. $389,506 worth of DaVita Inc. (NYSE:DVA) was sold by HILGER JAMES K on Thursday, December 7. THIRY KENT J had sold 81,800 shares worth $5.57 million on Friday, December 8. The insider ZUMWALT LEANNE M sold 949 shares worth $64,711.

Among 33 analysts covering Twenty-First Century Fox Inc (NASDAQ:FOXA), 21 have Buy rating, 1 Sell and 11 Hold. Therefore 64% are positive. Twenty-First Century Fox Inc had 100 analyst reports since August 6, 2015 according to SRatingsIntel. Jefferies maintained the stock with “Buy” rating in Monday, September 25 report. The company was downgraded on Tuesday, January 9 by Pivotal Research. The firm has “Buy” rating by Wells Fargo given on Thursday, December 7. Moffett Nathanson downgraded the stock to “Neutral” rating in Monday, December 12 report. The firm has “Hold” rating by Cowen & Co given on Tuesday, August 8. Credit Suisse maintained the stock with “Outperform” rating in Friday, August 5 report. The firm earned “Strong-Buy” rating on Friday, August 7 by TheStreet. The stock of Twenty-First Century Fox, Inc. (NASDAQ:FOXA) has “Buy” rating given on Monday, August 21 by Jefferies. Pacific Crest initiated Twenty-First Century Fox, Inc. (NASDAQ:FOXA) on Thursday, October 8 with “Overweight” rating. As per Saturday, August 8, the company rating was upgraded by Rosenblatt.

Srs Investment Management Llc, which manages about $3.65 billion and $4.85 billion US Long portfolio, decreased its stake in Cognizant Technology Solutio (NASDAQ:CTSH) by 875,872 shares to 2.27 million shares, valued at $164.43 million in 2017Q3, according to the filing.

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