Northcoast Asset Management Lifted Its Express Scripts Holding Compan (ESRX) Position by $2.86 Million as Shares Declined; Allen Investment Management Has Lifted Its Sherwin Williams Co (SHW) Holding by $8.04 Million

February 20, 2018 - By Linda Rogers

Allen Investment Management Llc increased its stake in Sherwin Williams Co (SHW) by 23.68% based on its latest 2017Q3 regulatory filing with the SEC. Allen Investment Management Llc bought 22,463 shares as the company’s stock rose 6.75% with the market. The hedge fund held 117,313 shares of the building materials company at the end of 2017Q3, valued at $42.00M, up from 94,850 at the end of the previous reported quarter. Allen Investment Management Llc who had been investing in Sherwin Williams Co for a number of months, seems to be bullish on the $37.13B market cap company. The stock decreased 1.31% or $5.28 during the last trading session, reaching $397.02. About 403,696 shares traded. The Sherwin-Williams Company (NYSE:SHW) has risen 15.27% since February 20, 2017 and is uptrending. It has underperformed by 1.43% the S&P500.

Northcoast Asset Management Llc increased its stake in Express Scripts Holding Compan (ESRX) by 13.06% based on its latest 2017Q3 regulatory filing with the SEC. Northcoast Asset Management Llc bought 45,466 shares as the company’s stock declined 14.09% while stock markets rallied. The institutional investor held 393,661 shares of the medical and nursing services company at the end of 2017Q3, valued at $24.93M, up from 348,195 at the end of the previous reported quarter. Northcoast Asset Management Llc who had been investing in Express Scripts Holding Compan for a number of months, seems to be bullish on the $42.99B market cap company. The stock increased 0.90% or $0.68 during the last trading session, reaching $75.91. About 2.62 million shares traded. Express Scripts Holding Company (NASDAQ:ESRX) has declined 16.92% since February 20, 2017 and is downtrending. It has underperformed by 33.62% the S&P500.

Northcoast Asset Management Llc, which manages about $850.89 million US Long portfolio, decreased its stake in Texas Instruments Inc (NASDAQ:TXN) by 71,126 shares to 289,463 shares, valued at $25.95M in 2017Q3, according to the filing. It also reduced its holding in Novo Nordisk A/S Adr Family No (NYSE:NVO) by 31,394 shares in the quarter, leaving it with 30,881 shares, and cut its stake in Roche Hldg Ltd Adr (RHHBY).

Among 24 analysts covering Express Scripts (NASDAQ:ESRX), 11 have Buy rating, 4 Sell and 9 Hold. Therefore 46% are positive. Express Scripts had 56 analyst reports since July 30, 2015 according to SRatingsIntel. On Tuesday, January 30 the stock rating was downgraded by Bernstein to “Sell”. The stock of Express Scripts Holding Company (NASDAQ:ESRX) earned “Neutral” rating by Robert W. Baird on Wednesday, October 25. The company was maintained on Wednesday, January 13 by Mizuho. The rating was downgraded by Wells Fargo on Wednesday, March 15 to “Underperform”. As per Thursday, October 6, the company rating was initiated by UBS. The stock of Express Scripts Holding Company (NASDAQ:ESRX) earned “Buy” rating by SunTrust on Thursday, January 11. The stock of Express Scripts Holding Company (NASDAQ:ESRX) earned “Buy” rating by Maxim Group on Tuesday, July 18. As per Monday, October 9, the company rating was downgraded by Raymond James. The stock of Express Scripts Holding Company (NASDAQ:ESRX) has “Outperform” rating given on Tuesday, April 26 by Credit Suisse. The stock of Express Scripts Holding Company (NASDAQ:ESRX) has “Market Perform” rating given on Tuesday, January 19 by Leerink Swann.

Investors sentiment increased to 0.62 in 2017 Q3. Its up 0.06, from 0.56 in 2017Q2. It is positive, as 66 investors sold ESRX shares while 414 reduced holdings. 72 funds opened positions while 224 raised stakes. 486.80 million shares or 2.59% less from 499.72 million shares in 2017Q2 were reported. Cranbrook Wealth Limited Liability Company has invested 0% of its portfolio in Express Scripts Holding Company (NASDAQ:ESRX). National Pension Serv has invested 0.19% in Express Scripts Holding Company (NASDAQ:ESRX). 2.31 million are owned by Schroder Gp Incorporated. Fmr Limited Liability holds 1.42 million shares or 0.01% of its portfolio. Palladium Prtn invested in 18,894 shares. Northwestern Mutual Wealth holds 0.02% of its portfolio in Express Scripts Holding Company (NASDAQ:ESRX) for 42,074 shares. Acadian Asset Mgmt invested in 11,741 shares. Brighton Jones Ltd Liability holds 0.07% or 14,494 shares. Raymond James Na stated it has 0.13% in Express Scripts Holding Company (NASDAQ:ESRX). Dupont Capital Mngmt stated it has 47,567 shares. Yacktman Asset Limited Partnership holds 0.01% or 15,200 shares. Hillsdale Investment Management owns 6,020 shares or 0.06% of their US portfolio. Tompkins stated it has 9 shares or 0% of all its holdings. Meiji Yasuda Life Insurance Communications stated it has 0.18% in Express Scripts Holding Company (NASDAQ:ESRX). Bp Public Limited owns 70,000 shares for 0.16% of their portfolio.

Investors sentiment decreased to 1.21 in Q3 2017. Its down 0.01, from 1.22 in 2017Q2. It dived, as 60 investors sold SHW shares while 210 reduced holdings. 80 funds opened positions while 247 raised stakes. 69.43 million shares or 2.00% more from 68.06 million shares in 2017Q2 were reported. Prudential Public Ltd Co owns 660 shares for 0% of their portfolio. Umb Bankshares N A Mo has invested 0.11% of its portfolio in The Sherwin-Williams Company (NYSE:SHW). Sit Investment Associates Incorporated reported 49,860 shares. Aqr Capital Management Limited Com holds 60,457 shares or 0.03% of its portfolio. 1,575 are held by East Coast Asset Management Limited Co. 10,801 are held by Matarin Mgmt Lc. Research Global Investors owns 166,000 shares for 0.02% of their portfolio. Landscape Management Lc accumulated 10,310 shares. Huntington Bank accumulated 20,525 shares. Putnam Invests Limited Company has invested 0.42% in The Sherwin-Williams Company (NYSE:SHW). Regent Inv Mngmt Limited Com holds 575 shares or 0.07% of its portfolio. Robeco Institutional Asset Mngmt Bv, Netherlands-based fund reported 5,958 shares. Price T Rowe Md has 0.08% invested in The Sherwin-Williams Company (NYSE:SHW). The California-based Elm Advisors Ltd Llc has invested 0.69% in The Sherwin-Williams Company (NYSE:SHW). Moreover, Caprock Gp Incorporated has 0.14% invested in The Sherwin-Williams Company (NYSE:SHW) for 1,851 shares.

Among 28 analysts covering Sherwin-Williams Company (NYSE:SHW), 21 have Buy rating, 0 Sell and 7 Hold. Therefore 75% are positive. Sherwin-Williams Company had 64 analyst reports since July 22, 2015 according to SRatingsIntel. The rating was maintained by RBC Capital Markets on Wednesday, December 13 with “Buy”. As per Monday, November 2, the company rating was maintained by Barclays Capital. The firm has “Positive” rating by Susquehanna given on Monday, March 21. The company was maintained on Wednesday, January 10 by Robert W. Baird. RBC Capital Markets maintained the shares of SHW in report on Monday, June 26 with “Buy” rating. The firm has “Buy” rating by CLSA given on Friday, July 22. KeyBanc Capital Markets maintained the stock with “Buy” rating in Thursday, January 11 report. The firm has “Buy” rating by RBC Capital Markets given on Monday, August 14. KeyCorp maintained it with “Overweight” rating and $375 target in Wednesday, April 5 report. Credit Suisse reinitiated the stock with “Outperform” rating in Tuesday, March 22 report.

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