As Pioneer High Income Tr (PHT) Stock Price Declined, Shareholder Shaker Financial Services Cut Stake by $1.14 Million; Acropolis Investment Management Boosted Stake in Anthem (ANTM) by $523,264 as Share Value Declined

May 10, 2018 - By Linda Rogers

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Acropolis Investment Management Llc increased its stake in Anthem Inc (ANTM) by 48.45% based on its latest 2017Q4 regulatory filing with the SEC. Acropolis Investment Management Llc bought 2,336 shares as the company’s stock declined 2.73% with the market. The institutional investor held 7,157 shares of the health care company at the end of 2017Q4, valued at $1.61 million, up from 4,821 at the end of the previous reported quarter. Acropolis Investment Management Llc who had been investing in Anthem Inc for a number of months, seems to be bullish on the $56.60 billion market cap company. The stock decreased 1.04% or $2.33 during the last trading session, reaching $221.77. About 1.53 million shares traded. Anthem, Inc. (NYSE:ANTM) has risen 35.30% since May 10, 2017 and is uptrending. It has outperformed by 23.75% the S&P500.

Shaker Financial Services Llc decreased its stake in Pioneer High Income Tr (PHT) by 44.63% based on its latest 2017Q4 regulatory filing with the SEC. Shaker Financial Services Llc sold 126,588 shares as the company’s stock declined 4.21% with the market. The institutional investor held 157,033 shares of the company at the end of 2017Q4, valued at $1.53 million, down from 283,621 at the end of the previous reported quarter. Shaker Financial Services Llc who had been investing in Pioneer High Income Tr for a number of months, seems to be less bullish one the $279.46M market cap company. It closed at $9.56 lastly. It is up 4.31% since May 10, 2017 and is downtrending. It has underperformed by 15.86% the S&P500.

Shaker Financial Services Llc, which manages about $132.85M and $211.53 million US Long portfolio, upped its stake in First Tr High Income L/S Fd (FSD) by 27,575 shares to 147,315 shares, valued at $2.44 million in 2017Q4, according to the filing. It also increased its holding in Blackrock Enh Cap & Inc Fd I (CII) by 43,542 shares in the quarter, for a total of 59,932 shares, and has risen its stake in Nuveen Tx Adv Total Ret Strg (JTA).

Investors sentiment increased to 1.12 in Q4 2017. Its up 0.17, from 0.95 in 2017Q3. It is positive, as 7 investors sold PHT shares while 10 reduced holdings. 7 funds opened positions while 12 raised stakes. 4.66 million shares or 13.58% more from 4.10 million shares in 2017Q3 were reported. Citigroup Inc holds 2,100 shares or 0% of its portfolio. Cohen And Steers Inc, a New York-based fund reported 444,451 shares. Wells Fargo And Com Mn holds 84,947 shares. 1832 Asset Mngmt Limited Partnership reported 303,467 shares or 0.01% of all its holdings. State Bank Of Montreal Can owns 32,684 shares. Thomas J Herzfeld Advsrs has 0.08% invested in Pioneer High Income Trust (NYSE:PHT) for 23,387 shares. Shaker Ltd Liability has 157,033 shares for 0.72% of their portfolio. Invesco Limited accumulated 0% or 739,559 shares. City Of London Invest Ltd holds 0.07% or 103,519 shares in its portfolio. Royal Commercial Bank Of Canada invested in 0% or 28,131 shares. Rivernorth Management Limited Liability Company reported 47,635 shares. 16,097 are owned by Weiss Asset Mgmt L P. Ifc Inc Fl holds 21,597 shares. Cetera Advisor Netwr Ltd reported 29,124 shares. Guggenheim Cap Ltd Liability Corp reported 265,414 shares.

More recent Anthem, Inc. (NYSE:ANTM) news were published by: Businesswire.com which released: “Chief Operating Officer Deepti Jain to Lead IngenioRx” on May 10, 2018. Also Seekingalpha.com published the news titled: “Anthem (ANTM) Q1 2018 Results – Earnings Call Transcript” on April 25, 2018. Investorplace.com‘s news article titled: “Anthem Inc Is Boring, But Profitable” with publication date: May 04, 2018 was also an interesting one.

Acropolis Investment Management Llc, which manages about $912.87M and $652.58 million US Long portfolio, decreased its stake in Ishares Tr (AGG) by 3,323 shares to 101,926 shares, valued at $11.14M in 2017Q4, according to the filing. It also reduced its holding in Ishares Tr (IVV) by 5,770 shares in the quarter, leaving it with 54,145 shares, and cut its stake in Ishares Inc (IEMG).

Among 25 analysts covering Anthem Inc (NYSE:ANTM), 18 have Buy rating, 0 Sell and 7 Hold. Therefore 72% are positive. Anthem Inc had 81 analyst reports since July 27, 2015 according to SRatingsIntel. The firm has “Buy” rating given on Thursday, April 26 by Bernstein. The rating was upgraded by PiperJaffray on Wednesday, January 3 to “Overweight”. Cowen & Co maintained Anthem, Inc. (NYSE:ANTM) rating on Wednesday, January 31. Cowen & Co has “Buy” rating and $280.0 target. RBC Capital Markets maintained Anthem, Inc. (NYSE:ANTM) on Thursday, April 27 with “Outperform” rating. The rating was initiated by Evercore on Friday, September 23 with “Hold”. Bank of America maintained the shares of ANTM in report on Friday, November 17 with “Buy” rating. RBC Capital Markets maintained the stock with “Buy” rating in Tuesday, May 30 report. The rating was maintained by Cantor Fitzgerald on Wednesday, October 25 with “Buy”. JP Morgan downgraded the stock to “Neutral” rating in Monday, October 17 report. The firm has “Buy” rating by Goldman Sachs given on Wednesday, January 20.

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