Marlowe Partners LP Decreased Kansas City Southern (KSU) Stake as Market Value Rose; Aetna New (AET) Shareholder Iguana Healthcare Management Has Decreased Its Holding by $636,000 as Stock Value Rose

February 24, 2018 - By Marguerite Chambers

Stuart Weisbrod decreased its stake in Aetna Inc New (AET) by 12.31% based on its latest 2017Q3 regulatory filing with the SEC. Iguana Healthcare Management Llc sold 4,000 shares as the company’s stock rose 12.84% with the market. The hedge fund run by Stuart Weisbrod held 28,500 shares of the medical specialities company at the end of 2017Q3, valued at $4.53 million, down from 32,500 at the end of the previous reported quarter. Iguana Healthcare Management Llc who had been investing in Aetna Inc New for a number of months, seems to be less bullish one the $57.40B market cap company. The stock increased 0.28% or $0.49 during the last trading session, reaching $175.55. About 1.82 million shares traded. Aetna Inc. (NYSE:AET) has risen 28.84% since February 24, 2017 and is uptrending. It has outperformed by 12.14% the S&P500.

Marlowe Partners Lp decreased its stake in Kansas City Southern (KSU) by 8.18% based on its latest 2017Q3 regulatory filing with the SEC. Marlowe Partners Lp sold 12,283 shares as the company’s stock rose 3.89% with the market. The institutional investor held 137,927 shares of the railroads company at the end of 2017Q3, valued at $14.99M, down from 150,210 at the end of the previous reported quarter. Marlowe Partners Lp who had been investing in Kansas City Southern for a number of months, seems to be less bullish one the $11.21 billion market cap company. The stock increased 1.54% or $1.65 during the last trading session, reaching $108.82. About 515,946 shares traded. Kansas City Southern (NYSE:KSU) has declined 0.27% since February 24, 2017 and is downtrending. It has underperformed by 16.97% the S&P500.

Since September 15, 2017, it had 0 buys, and 2 sales for $4.15 million activity. $1.68 million worth of Aetna Inc. (NYSE:AET) shares were sold by McCarthy Margaret M.

Investors sentiment increased to 0.91 in 2017 Q3. Its up 0.22, from 0.69 in 2017Q2. It improved, as 42 investors sold AET shares while 302 reduced holdings. 80 funds opened positions while 232 raised stakes. 281.08 million shares or 3.09% less from 290.06 million shares in 2017Q2 were reported. 7,320 are owned by Dreman Value Mgmt L L C. Bbva Compass National Bank Incorporated accumulated 38,561 shares or 0.4% of the stock. Adirondack Tru stated it has 2,233 shares or 0.28% of all its holdings. Hanson Doremus Inv Mngmt invested in 38 shares. Kistler invested in 0.12% or 1,839 shares. United Svcs Automobile Association invested 0.15% in Aetna Inc. (NYSE:AET). Old Second Bancorporation Of Aurora holds 0.02% of its portfolio in Aetna Inc. (NYSE:AET) for 251 shares. Moreover, Tradewinds Cap Lc has 0.01% invested in Aetna Inc. (NYSE:AET) for 82 shares. Jpmorgan Chase & Communication reported 2.93 million shares. Voya Invest Mgmt Ltd, Georgia-based fund reported 122,781 shares. Tnb holds 0.12% of its portfolio in Aetna Inc. (NYSE:AET) for 4,586 shares. Janney Management Limited Company has invested 0.01% of its portfolio in Aetna Inc. (NYSE:AET). Leavell Investment holds 0.04% of its portfolio in Aetna Inc. (NYSE:AET) for 2,255 shares. New Mexico Educational Retirement Board invested in 30,800 shares. Goldman Sachs Gp reported 2.62M shares stake.

Analysts await Aetna Inc. (NYSE:AET) to report earnings on May, 1. They expect $3.02 EPS, up 11.44% or $0.31 from last year’s $2.71 per share. AET’s profit will be $987.37 million for 14.53 P/E if the $3.02 EPS becomes a reality. After $1.25 actual EPS reported by Aetna Inc. for the previous quarter, Wall Street now forecasts 141.60% EPS growth.

Iguana Healthcare Management Llc, which manages about $139.00 million and $183.53M US Long portfolio, upped its stake in Glaukos Corp by 40,000 shares to 100,000 shares, valued at $3.30 million in 2017Q3, according to the filing. It also increased its holding in Biogen Inc (NASDAQ:BIIB) by 12,500 shares in the quarter, for a total of 20,000 shares, and has risen its stake in Abbott Labs (NYSE:ABT).

Among 24 analysts covering Aetna (NYSE:AET), 11 have Buy rating, 0 Sell and 13 Hold. Therefore 46% are positive. Aetna had 72 analyst reports since July 30, 2015 according to SRatingsIntel. The firm has “Hold” rating by Jefferies given on Thursday, August 3. On Monday, April 3 the stock rating was maintained by Oppenheimer with “Outperform”. The stock of Aetna Inc. (NYSE:AET) earned “Buy” rating by Susquehanna on Tuesday, August 4. The firm earned “Buy” rating on Tuesday, May 16 by Stifel Nicolaus. Piper Jaffray maintained Aetna Inc. (NYSE:AET) rating on Monday, October 23. Piper Jaffray has “Hold” rating and $170.0 target. Piper Jaffray initiated Aetna Inc. (NYSE:AET) on Wednesday, January 4 with “Neutral” rating. The stock of Aetna Inc. (NYSE:AET) has “Buy” rating given on Wednesday, September 20 by Cowen & Co. The company was upgraded on Thursday, July 30 by Bank of America. The firm has “Buy” rating by Cowen & Co given on Tuesday, January 30. The stock has “Hold” rating by Jefferies on Friday, January 8.

Among 24 analysts covering Kansas City Southern (NYSE:KSU), 13 have Buy rating, 1 Sell and 10 Hold. Therefore 54% are positive. Kansas City Southern had 79 analyst reports since August 20, 2015 according to SRatingsIntel. Citigroup maintained Kansas City Southern (NYSE:KSU) rating on Tuesday, September 13. Citigroup has “Buy” rating and $110 target. The rating was maintained by UBS on Monday, July 24 with “Buy”. Cowen & Co maintained the stock with “Market Perform” rating in Monday, April 24 report. The firm has “Overweight” rating given on Wednesday, April 20 by JP Morgan. The stock has “Hold” rating by Oppenheimer on Friday, July 21. The stock of Kansas City Southern (NYSE:KSU) earned “Equal-Weight” rating by Morgan Stanley on Tuesday, February 23. The company was upgraded on Friday, December 16 by Stifel Nicolaus. The rating was maintained by Stifel Nicolaus on Monday, September 18 with “Buy”. UBS maintained the shares of KSU in report on Monday, January 25 with “Buy” rating. On Tuesday, October 10 the stock rating was upgraded by Bank of America to “Buy”.

Investors sentiment increased to 1.03 in Q3 2017. Its up 0.17, from 0.86 in 2017Q2. It is positive, as 29 investors sold KSU shares while 163 reduced holdings. 69 funds opened positions while 129 raised stakes. 84.43 million shares or 2.67% less from 86.75 million shares in 2017Q2 were reported. 42,330 were accumulated by Ray Gerald L And Ltd. Moreover, Oppenheimer Asset Incorporated has 0% invested in Kansas City Southern (NYSE:KSU). Aviance Cap Lc invested in 0.03% or 4,420 shares. Georgia-based Advisory Svcs Networks Ltd Company has invested 0.01% in Kansas City Southern (NYSE:KSU). 1.70M were accumulated by Amundi Pioneer Asset. Fisher Asset Mgmt Limited Co owns 720,030 shares for 0.11% of their portfolio. Usca Ria Limited Liability reported 2,435 shares stake. Glenview Fincl Bank Dept accumulated 0.11% or 2,000 shares. Alabama-based Wealthtrust has invested 0.02% in Kansas City Southern (NYSE:KSU). Guggenheim Capital Limited reported 345,544 shares. Dean Investment Associates Ltd Com holds 0.12% or 7,140 shares in its portfolio. Innovations Ltd Liability Com stated it has 7,331 shares or 1.93% of all its holdings. Tocqueville Asset Mngmt Limited Partnership stated it has 0.15% in Kansas City Southern (NYSE:KSU). Investec Asset Mgmt Limited invested 0.18% in Kansas City Southern (NYSE:KSU). Bedell Frazier Investment Counseling Ltd Liability Company stated it has 3.53% in Kansas City Southern (NYSE:KSU).

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