Jana Partners Trimmed Select Med Hldgs (SEM) Position By $34.69 Million; Lansdowne Partners Uk Llp Has Trimmed Sysco (SYY) Holding

February 16, 2018 - By Linda Rogers

Lansdowne Partners Uk Llp decreased Sysco Corp (SYY) stake by 33.86% reported in 2017Q3 SEC filing. Lansdowne Partners Uk Llp sold 19,178 shares as Sysco Corp (SYY)’s stock rose 4.26%. The Lansdowne Partners Uk Llp holds 37,461 shares with $2.02M value, down from 56,639 last quarter. Sysco Corp now has $31.29B valuation. The stock increased 0.99% or $0.59 during the last trading session, reaching $59.96. About 1.20M shares traded. Sysco Corporation (NYSE:SYY) has risen 11.23% since February 16, 2017 and is uptrending. It has underperformed by 5.47% the S&P500.

Jana Partners Llc decreased Select Med Hldgs Corp (SEM) stake by 66.08% reported in 2017Q3 SEC filing. Jana Partners Llc sold 1.83 million shares as Select Med Hldgs Corp (SEM)’s stock rose 9.84%. The Jana Partners Llc holds 937,243 shares with $18.00 million value, down from 2.76M last quarter. Select Med Hldgs Corp now has $2.22 billion valuation. The stock decreased 2.07% or $0.35 during the last trading session, reaching $16.55. About 338,354 shares traded. Select Medical Holdings Corporation (NYSE:SEM) has risen 12.50% since February 16, 2017 and is uptrending. It has underperformed by 4.20% the S&P500.

Among 9 analysts covering Select Medical Holdings (NYSE:SEM), 5 have Buy rating, 2 Sell and 2 Hold. Therefore 56% are positive. Select Medical Holdings had 26 analyst reports since August 5, 2015 according to SRatingsIntel. The firm has “Hold” rating by Bank of America given on Thursday, January 4. As per Tuesday, October 20, the company rating was upgraded by JMP Securities. Benchmark maintained Select Medical Holdings Corporation (NYSE:SEM) rating on Monday, April 3. Benchmark has “Buy” rating and $16 target. The rating was maintained by RBC Capital Markets with “Buy” on Monday, September 11. The firm earned “Hold” rating on Monday, August 7 by Deutsche Bank. The rating was maintained by RBC Capital Markets with “Outperform” on Monday, November 2. JMP Securities maintained it with “Market Underperform” rating and $12 target in Monday, August 7 report. On Sunday, October 15 the stock rating was maintained by Robert W. Baird with “Buy”. The rating was upgraded by Wells Fargo on Tuesday, October 6 to “Outperform”. The firm has “Buy” rating by RBC Capital Markets given on Monday, November 13.

Investors sentiment increased to 1.27 in Q3 2017. Its up 0.39, from 0.88 in 2017Q2. It increased, as 7 investors sold SEM shares while 53 reduced holdings. 31 funds opened positions while 45 raised stakes. 103.97 million shares or 0.87% less from 104.89 million shares in 2017Q2 were reported. Ls Advsr Lc has 0% invested in Select Medical Holdings Corporation (NYSE:SEM). Moreover, Boston Prtnrs has 0.02% invested in Select Medical Holdings Corporation (NYSE:SEM) for 832,047 shares. Georgia-based Voya Inv Mgmt Ltd Liability Corporation has invested 0.07% in Select Medical Holdings Corporation (NYSE:SEM). Deutsche Natl Bank Ag stated it has 0% of its portfolio in Select Medical Holdings Corporation (NYSE:SEM). Goldman Sachs Group holds 481,835 shares or 0% of its portfolio. Burney Commerce owns 12,285 shares. Bank Of Ny Mellon invested 0.01% in Select Medical Holdings Corporation (NYSE:SEM). Citigroup reported 71,927 shares. 7,995 are owned by Loring Wolcott Coolidge Fiduciary Llp Ma. 301,340 are held by Legal & General Gru Public Ltd. Price T Rowe Associates Inc Md reported 0.06% of its portfolio in Select Medical Holdings Corporation (NYSE:SEM). 2.77 million were reported by State Street Corp. Parkside Finance State Bank Tru reported 0.01% of its portfolio in Select Medical Holdings Corporation (NYSE:SEM). Menta Capital Limited Liability Corp has invested 0.04% in Select Medical Holdings Corporation (NYSE:SEM). Hbk Invests Lp holds 0% of its portfolio in Select Medical Holdings Corporation (NYSE:SEM) for 11,848 shares.

Analysts await Select Medical Holdings Corporation (NYSE:SEM) to report earnings on February, 22. They expect $0.19 earnings per share, up 58.33% or $0.07 from last year’s $0.12 per share. SEM’s profit will be $25.43 million for 21.78 P/E if the $0.19 EPS becomes a reality. After $0.14 actual earnings per share reported by Select Medical Holdings Corporation for the previous quarter, Wall Street now forecasts 35.71% EPS growth.

Among 20 analysts covering Sysco Corporation (NYSE:SYY), 11 have Buy rating, 0 Sell and 9 Hold. Therefore 55% are positive. Sysco Corporation had 56 analyst reports since August 6, 2015 according to SRatingsIntel. On Tuesday, November 8 the stock rating was upgraded by Bank of America to “Buy”. The firm earned “Outperform” rating on Thursday, November 19 by Wells Fargo. The firm has “Hold” rating by Jefferies given on Thursday, September 28. The firm has “Outperform” rating by Credit Suisse given on Friday, February 19. The firm has “Buy” rating by Bank of America given on Tuesday, February 6. The rating was maintained by BMO Capital Markets on Thursday, August 3 with “Buy”. The firm has “Hold” rating given on Thursday, December 7 by Jefferies. The rating was maintained by BMO Capital Markets on Tuesday, September 5 with “Buy”. The rating was maintained by JP Morgan on Tuesday, August 16 with “Neutral”. The firm has “Hold” rating given on Friday, August 11 by Pivotal Research.

Lansdowne Partners Uk Llp increased Summit Therapeutics Plc stake by 666,666 shares to 1.60M valued at $20.04M in 2017Q3. It also upped Taiwan Semiconductor Mfg Ltd (NYSE:TSM) stake by 7.10M shares and now owns 25.94M shares. Citigroup Inc (NYSE:C) was raised too.

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