Greenhaven Associates Increased By $27.06 Million Its Taylor Morrison Home (Tmhc) (TMHC) Position; Veeva Systems Inc. (VEEV) Had 10 Analysts Last Week

February 19, 2018 - By Michael Collier

Greenhaven Associates Inc increased Taylor Morrison Home Corp (Tmhc) (TMHC) stake by 94.87% reported in 2017Q3 SEC filing. Greenhaven Associates Inc acquired 1.23M shares as Taylor Morrison Home Corp (Tmhc) (TMHC)’s stock rose 22.57%. The Greenhaven Associates Inc holds 2.53 million shares with $55.70 million value, up from 1.30M last quarter. Taylor Morrison Home Corp (Tmhc) now has $3.61 billion valuation. The stock increased 0.37% or $0.09 during the last trading session, reaching $24.31. About 1.25M shares traded. Taylor Morrison Home Corporation (NYSE:TMHC) has risen 72.45% since February 19, 2017 and is uptrending. It has outperformed by 55.75% the S&P500.

Among 15 analysts covering Veeva Systems (NYSE:VEEV), 10 have Buy rating, 0 Sell and 5 Hold. Therefore 67% are positive. Veeva Systems had 46 analyst reports since August 28, 2015 according to SRatingsIntel. Needham maintained Veeva Systems Inc. (NYSE:VEEV) rating on Thursday, October 12. Needham has “Buy” rating and $70.0 target. As per Monday, January 4, the company rating was initiated by Needham. The firm earned “Buy” rating on Wednesday, December 6 by Canaccord Genuity. On Friday, December 16 the stock rating was upgraded by JMP Securities to “Market Outperform”. The firm earned “Buy” rating on Friday, September 30 by Stifel Nicolaus. On Wednesday, August 31 the stock rating was maintained by Stifel Nicolaus with “Buy”. Bank of America upgraded Veeva Systems Inc. (NYSE:VEEV) on Friday, May 26 to “Buy” rating. As per Monday, May 29, the company rating was maintained by Canaccord Genuity. Needham maintained the stock with “Buy” rating in Friday, August 25 report. Stifel Nicolaus maintained the stock with “Buy” rating in Thursday, July 6 report. See Veeva Systems Inc. (NYSE:VEEV) latest ratings:

02/02/2018 Broker: DA Davidson Rating: Buy New Target: $75 Initiates Coverage On
30/01/2018 Broker: Morgan Stanley Old Rating: Equal-Weight New Rating: Overweight Upgrade
06/12/2017 Broker: Canaccord Genuity Rating: Buy New Target: $70.0 Maintain
05/12/2017 Broker: Raymond James Rating: Hold Maintain
12/11/2017 Broker: KeyBanc Capital Markets Rating: Buy New Target: $70.0 Maintain
12/10/2017 Broker: Stifel Nicolaus Rating: Buy New Target: $67.0 Maintain
12/10/2017 Broker: Needham Rating: Buy New Target: $70.0 Maintain
05/10/2017 Broker: Canaccord Genuity Rating: Buy New Target: $70.0 Maintain
25/08/2017 Broker: JMP Securities Rating: Buy
25/08/2017 Broker: Needham Rating: Buy New Target: $70.0 Maintain

The stock increased 1.39% or $0.82 during the last trading session, reaching $59.76. About 1.18M shares traded or 2.29% up from the average. Veeva Systems Inc. (NYSE:VEEV) has risen 114.93% since February 19, 2017 and is uptrending. It has outperformed by 98.23% the S&P500.

Since August 30, 2017, it had 0 insider buys, and 28 sales for $21.87 million activity. $167,280 worth of stock was sold by CODD RONALD E F on Friday, December 15. $562,634 worth of Veeva Systems Inc. (NYSE:VEEV) shares were sold by Ritter Gordon. $1.35M worth of Veeva Systems Inc. (NYSE:VEEV) was sold by Lequient Frederic on Friday, September 1. 24,000 shares valued at $1.43 million were sold by Wallach Matthew J on Thursday, October 12. On Friday, September 8 the insider Cabral Timothy S sold $500,885. Zuppas Eleni Nitsa sold $766,492 worth of stock or 13,000 shares. Faddis Jonathan sold $2.11 million worth of Veeva Systems Inc. (NYSE:VEEV) on Friday, September 29.

Investors sentiment decreased to 1.63 in Q3 2017. Its down 0.13, from 1.76 in 2017Q2. It dived, as 33 investors sold Veeva Systems Inc. shares while 78 reduced holdings. 51 funds opened positions while 130 raised stakes. 95.88 million shares or 1.09% more from 94.85 million shares in 2017Q2 were reported. Fdx Advisors holds 0.02% or 11,783 shares in its portfolio. Livforsakringsbolaget Skandia Omsesidigt reported 0.01% of its portfolio in Veeva Systems Inc. (NYSE:VEEV). M Holdg Secs stated it has 0.07% of its portfolio in Veeva Systems Inc. (NYSE:VEEV). 4,536 are held by Toronto Dominion Comml Bank. Los Angeles Cap Management & Equity Rech reported 0.09% in Veeva Systems Inc. (NYSE:VEEV). Glynn Cap Mngmt Limited Liability Com holds 4.6% or 324,692 shares in its portfolio. Etrade Mgmt Ltd invested in 7,016 shares. Ahl Prtnrs Llp reported 0.06% in Veeva Systems Inc. (NYSE:VEEV). Crestpoint Mngmt holds 9,500 shares. Swiss National Bank & Trust reported 0.03% stake. Bluemountain Mgmt Limited Co holds 0.11% or 94,079 shares. Avalon Global Asset Limited Liability holds 1.29% or 60,000 shares in its portfolio. Columbia Prtn L L C Inv Mgmt reported 0.03% stake. Raymond James Service Advisors has 0.01% invested in Veeva Systems Inc. (NYSE:VEEV). Amundi Pioneer Asset Mngmt Incorporated has 108,473 shares for 0.02% of their portfolio.

Veeva Systems Inc. provides cloud-based software for the life sciences industry in North America, Europe, the Asia Pacific, and internationally. The company has market cap of $8.45 billion. The firm offers Veeva Commercial Cloud, a suite of multichannel customer relationship management applications, which allow pharmaceutical and biotechnology companies to target and support sales and marketing to physicians, other healthcare professionals, and healthcare organizations through various touch points, including in-person, email, and online; and Veeva Vault, a cloud enterprise content management platform and suite of applications for managing commercial functions, including medical, sales, and marketing, as well as research and development functions, such as clinical, regulatory, and quality. It has a 69.41 P/E ratio. It also provides Veeva Network master data management solutions for the management of customer master and product master data.

Among 13 analysts covering Taylor Morrison Home Corporation (NYSE:TMHC), 7 have Buy rating, 0 Sell and 6 Hold. Therefore 54% are positive. Taylor Morrison Home Corporation had 34 analyst reports since August 6, 2015 according to SRatingsIntel. The company was upgraded on Monday, September 21 by Deutsche Bank. The stock of Taylor Morrison Home Corporation (NYSE:TMHC) has “Positive” rating given on Thursday, January 4 by Susquehanna. The company was downgraded on Friday, September 11 by JP Morgan. Wedbush initiated it with “Neutral” rating and $18 target in Tuesday, September 20 report. Citigroup initiated the stock with “Neutral” rating in Friday, January 29 report. The firm earned “Buy” rating on Wednesday, January 27 by Gabelli. Citigroup maintained Taylor Morrison Home Corporation (NYSE:TMHC) on Thursday, August 4 with “Neutral” rating. The company was downgraded on Thursday, December 8 by Gabelli. The company was upgraded on Thursday, August 6 by Sterne Agee CRT. Deutsche Bank maintained it with “Buy” rating and $20 target in Tuesday, February 9 report.

Greenhaven Associates Inc decreased Fedex Corp (Fdx) (NYSE:FDX) stake by 34,077 shares to 2.98 million valued at $672.59M in 2017Q3. It also reduced Pultegroup (Phm) (NYSE:PHM) stake by 20,717 shares and now owns 5.73 million shares. Airbus Group Nv (Eadsy) (EADSY) was reduced too.

Investors sentiment decreased to 1.18 in Q3 2017. Its down 2.01, from 3.19 in 2017Q2. It worsened, as 35 investors sold TMHC shares while 42 reduced holdings. 21 funds opened positions while 70 raised stakes. 69.48 million shares or 50.77% less from 141.13 million shares in 2017Q2 were reported. Macquarie Gp owns 39,400 shares. Nwq Investment Mgmt Ltd Liability owns 0.6% invested in Taylor Morrison Home Corporation (NYSE:TMHC) for 2.23 million shares. Credit Agricole S A invested in 45,000 shares or 0% of the stock. Bankshares Of America Corp De, North Carolina-based fund reported 455,900 shares. Globeflex Ltd Partnership reported 52,710 shares. Ajo Lp invested in 0.21% or 2.16 million shares. Fincl Bank Of Montreal Can reported 291,225 shares. 16,036 are held by Capstone Investment Advsrs Ltd Liability Co. Alpine Woods Cap Investors Ltd Limited Liability Company has 200,026 shares for 0.23% of their portfolio. Optimum Advsr invested in 10,200 shares. 113,300 were reported by Cornerstone Cap Mngmt Holding Ltd Llc. Prelude Cap Ltd Company reported 900 shares. Clark Mgmt Gp reported 0.09% of its portfolio in Taylor Morrison Home Corporation (NYSE:TMHC). 29,535 were reported by Ubs Asset Mgmt Americas. Massachusetts-based Numeric Ltd Limited Liability Company has invested 0.25% in Taylor Morrison Home Corporation (NYSE:TMHC).

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