Archive for Mark Dietrich

Sanofi SA (SNY) Position Lifted by Covington Capital Management

Covington Capital Management increased its stake in Sanofi SA (NYSE:SNY) by 159.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,725 shares of the company’s stock after buying an additional 1,675 shares during the period. Covington Capital Management’s holdings in Sanofi were worth […]

WEC Energy Group Inc (WEC) Stake Lifted by Covington Capital Management

Covington Capital Management grew its position in shares of WEC Energy Group Inc (NYSE:WEC) by 17.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,351 shares of the utilities provider’s stock after purchasing an additional 205 shares during the period. Covington […]

Cipher Capital LP Has $602,000 Position in Conduent Inc (CNDT)

Cipher Capital LP decreased its holdings in Conduent Inc (NYSE:CNDT) by 25.9% during the 4th quarter, Holdings Channel reports. The firm owned 56,632 shares of the company’s stock after selling 19,831 shares during the period. Cipher Capital LP’s holdings in Conduent were worth $602,000 at the end of the most recent quarter. Several other institutional […]

Insider Selling: Spectrum Pharmaceuticals, Inc. (SPPI) Director Sells 5,500 Shares of Stock

Spectrum Pharmaceuticals, Inc. (NASDAQ:SPPI) Director Anthony E. Maida III sold 5,500 shares of the business’s stock in a transaction that occurred on Thursday, March 21st. The stock was sold at an average price of $10.00, for a total value of $55,000.00. Following the completion of the sale, the director now directly owns 38,488 shares in […]

Insider Selling: Coherus Biosciences Inc (CHRS) CFO Sells $44,760.00 in Stock

Coherus Biosciences Inc (NASDAQ:CHRS) CFO Jean-Frederic Viret sold 3,000 shares of the stock in a transaction dated Wednesday, March 20th. The shares were sold at an average price of $14.92, for a total value of $44,760.00. Following the completion of the sale, the chief financial officer now directly owns 13,185 shares of the company’s stock, […]

HealthStream, Inc. (HSTM) Shares Bought by New York State Common Retirement Fund

New York State Common Retirement Fund raised its stake in HealthStream, Inc. (NASDAQ:HSTM) by 130.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 66,151 shares of the technology company’s stock after acquiring an additional 37,451 shares during the quarter. New […]

BlackRock, Inc. (BLK) Holdings Cut by Financial Advocates Investment Management

Financial Advocates Investment Management cut its position in BlackRock, Inc. (NYSE:BLK) by 16.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 525 shares of the asset manager’s stock after selling 100 shares during the quarter. Financial Advocates Investment Management’s holdings in […]

Public Storage (PSA) Position Raised by Financial Advocates Investment Management

Financial Advocates Investment Management increased its holdings in shares of Public Storage (NYSE:PSA) by 20.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,308 shares of the real estate investment trust’s stock after purchasing an additional 218 shares during […]

Financial Comparison: Pluralsight (PS) & Its Rivals

Pluralsight (NASDAQ: PS) is one of 51 public companies in the “Computer programming, data processing, & other computer related” industry, but how does it weigh in compared to its peers? We will compare Pluralsight to similar businesses based on the strength of its valuation, dividends, risk, analyst recommendations, earnings, profitability and institutional ownership. Profitability This […]

StoneCo (STNE) Upgraded at Zacks Investment Research

Zacks Investment Research upgraded shares of StoneCo (NASDAQ:STNE) from a hold rating to a buy rating in a report published on Friday morning. They currently have $42.00 price objective on the stock. According to Zacks, “StoneCo Ltd. provides financial technology solutions. The Company offers end-to-end cloud-based technology platform to conduct electronic commerce, across in-store, online […]

Qumu (QUMU) Upgraded at ValuEngine

ValuEngine upgraded shares of Qumu (NASDAQ:QUMU) from a hold rating to a buy rating in a research note released on Thursday. Several other research firms have also commented on QUMU. Craig Hallum upgraded shares of Qumu from a hold rating to a buy rating in a research report on Wednesday, March 6th. Zacks Investment Research […]

Geode Capital Management LLC Has $48.10 Million Holdings in HubSpot Inc (HUBS)

Geode Capital Management LLC boosted its position in shares of HubSpot Inc (NYSE:HUBS) by 9.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 382,570 shares of the software maker’s stock after purchasing an additional 34,178 shares during the period. Geode Capital […]

Domini Impact Investments LLC Invests $290,000 in Weight Watchers International, Inc. (WTW)

Domini Impact Investments LLC bought a new position in shares of Weight Watchers International, Inc. (NYSE:WTW) during the 4th quarter, HoldingsChannel reports. The firm bought 3,094 shares of the company’s stock, valued at approximately $290,000. Weight Watchers International accounts for about 5.8% of Domini Impact Investments LLC’s investment portfolio, making the stock its 7th largest […]

TherapeuticsMD (TXMD) Rating Lowered to Hold at ValuEngine

ValuEngine cut shares of TherapeuticsMD (NASDAQ:TXMD) from a buy rating to a hold rating in a report issued on Friday morning. TXMD has been the topic of several other reports. BidaskClub upgraded TherapeuticsMD from a sell rating to a hold rating in a research report on Tuesday, February 5th. Oppenheimer restated a buy rating on […]

$0.11 EPS Expected for Pegasystems Inc. (PEGA) This Quarter

Brokerages expect Pegasystems Inc. (NASDAQ:PEGA) to report $0.11 earnings per share for the current fiscal quarter, according to Zacks. Three analysts have made estimates for Pegasystems’ earnings. The highest EPS estimate is $0.14 and the lowest is $0.07. Pegasystems posted earnings of $0.24 per share in the same quarter last year, which would indicate a […]

1st Constitution Bancorp (FCCY) Downgraded by ValuEngine

ValuEngine lowered shares of 1st Constitution Bancorp (NASDAQ:FCCY) from a hold rating to a sell rating in a research report report published on Friday morning. Separately, Zacks Investment Research raised 1st Constitution Bancorp from a hold rating to a buy rating and set a $22.00 price objective on the stock in a report on Monday, […]

First Farmers & Merchants (FFMH) versus Federal Agricultural Mortgage (AGM) Head to Head Analysis

First Farmers & Merchants (OTCMKTS:FFMH) and Federal Agricultural Mortgage (NYSE:AGM) are both financial services companies, but which is the superior stock? We will contrast the two companies based on the strength of their analyst recommendations, earnings, dividends, institutional ownership, risk, profitability and valuation. Earnings & Valuation This table compares First Farmers & Merchants and Federal […]

Brown Advisory Inc. Has $589,000 Position in Insperity Inc (NSP)

Brown Advisory Inc. boosted its holdings in shares of Insperity Inc (NYSE:NSP) by 22.6% during the fourth quarter, HoldingsChannel reports. The firm owned 6,309 shares of the business services provider’s stock after purchasing an additional 1,163 shares during the period. Brown Advisory Inc.’s holdings in Insperity were worth $589,000 at the end of the most […]

Mobile Mini (MINI) Cut to “Sell” at ValuEngine

ValuEngine downgraded shares of Mobile Mini (NASDAQ:MINI) from a hold rating to a sell rating in a report published on Friday. Other equities analysts have also issued research reports about the stock. TheStreet lowered shares of Mobile Mini from a b rating to a c rating in a report on Friday, February 1st. BidaskClub upgraded […]

Telephone & Data Systems, Inc. (TDS) Shares Sold by Brown Advisory Inc.

Brown Advisory Inc. lessened its stake in Telephone & Data Systems, Inc. (NYSE:TDS) by 11.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 19,127 shares of the Wireless communications provider’s stock after selling 2,413 shares during the quarter. Brown Advisory Inc.’s holdings in Telephone […]

Third Point Reinsurance Ltd (TPRE) Position Reduced by Citigroup Inc.

Citigroup Inc. decreased its stake in Third Point Reinsurance Ltd (NYSE:TPRE) by 18.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 52,214 shares of the insurance provider’s stock after selling 11,630 shares during the quarter. Citigroup Inc. owned approximately […]

PAR Technology Co. (PAR) Shares Sold by GSA Capital Partners LLP

GSA Capital Partners LLP reduced its position in shares of PAR Technology Co. (NYSE:PAR) by 32.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,300 shares of the software maker’s stock after selling 4,500 shares during the period. GSA […]

GSA Capital Partners LLP Invests $187,000 in Banco Bradesco SA (BBD) Stock

GSA Capital Partners LLP purchased a new position in Banco Bradesco SA (NYSE:BBD) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 18,910 shares of the bank’s stock, valued at approximately $187,000. Other institutional investors and hedge funds also recently modified their holdings […]

GSA Capital Partners LLP Invests $197,000 in Brookline Bancorp, Inc. (BRKL) Stock

GSA Capital Partners LLP purchased a new stake in shares of Brookline Bancorp, Inc. (NASDAQ:BRKL) during the 4th quarter, HoldingsChannel.com reports. The firm purchased 14,242 shares of the bank’s stock, valued at approximately $197,000. A number of other hedge funds have also recently added to or reduced their stakes in the stock. BlackRock Inc. grew […]

GSA Capital Partners LLP Takes $206,000 Position in Enstar Group Ltd. (ESGR)

GSA Capital Partners LLP purchased a new position in Enstar Group Ltd. (NASDAQ:ESGR) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,232 shares of the insurance provider’s stock, valued at approximately $206,000. Several other institutional investors have also recently […]

Union Pacific Co. (UNP) Shares Bought by Fiera Capital Corp

Fiera Capital Corp lifted its holdings in shares of Union Pacific Co. (NYSE:UNP) by 1.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 296,674 shares of the railroad operator’s stock after purchasing an additional 3,588 shares during the […]

BidaskClub Lowers Hawaiian (HA) to Strong Sell

BidaskClub lowered shares of Hawaiian (NASDAQ:HA) from a sell rating to a strong sell rating in a research note issued to investors on Friday. A number of other research firms have also issued reports on HA. Stifel Nicolaus raised shares of Hawaiian from a hold rating to a buy rating in a research report on […]

Lindblad Expeditions (LIND) Stock Rating Lowered by BidaskClub

BidaskClub lowered shares of Lindblad Expeditions (NASDAQ:LIND) from a hold rating to a sell rating in a report issued on Friday morning. Several other analysts also recently issued reports on the company. TheStreet raised Lindblad Expeditions from a c+ rating to a b- rating in a research note on Monday, March 11th. ValuEngine raised Lindblad […]

First Defiance Financial (FDEF) Cut to Sell at BidaskClub

BidaskClub lowered shares of First Defiance Financial (NASDAQ:FDEF) from a hold rating to a sell rating in a report released on Friday morning. Other equities research analysts have also issued research reports about the stock. ValuEngine upgraded shares of First Defiance Financial from a sell rating to a hold rating in a research note on […]

O’Reilly Automotive (ORLY) Stock Rating Upgraded by BidaskClub

BidaskClub upgraded shares of O’Reilly Automotive (NASDAQ:ORLY) from a hold rating to a buy rating in a report published on Friday morning. A number of other equities analysts have also weighed in on ORLY. Zacks Investment Research lowered shares of O’Reilly Automotive from a buy rating to a hold rating in a research report on […]

Foamix Pharmaceuticals (FOMX) & China Jo-Jo Drugstores (CJJD) Head-To-Head Survey

Foamix Pharmaceuticals (NASDAQ:FOMX) and China Jo-Jo Drugstores (NASDAQ:CJJD) are both small-cap medical companies, but which is the superior stock? We will contrast the two businesses based on the strength of their dividends, institutional ownership, profitability, risk, earnings, analyst recommendations and valuation. Analyst Recommendations This is a breakdown of current recommendations and price targets for Foamix […]

Rimini Street (RMNI) Downgraded by Zacks Investment Research to “Hold”

Zacks Investment Research lowered shares of Rimini Street (NASDAQ:RMNI) from a buy rating to a hold rating in a research note released on Thursday morning. According to Zacks, “Rimini Street, Inc. provides enterprise software support services. The Company’s support services program consists of support, risk avoidance, technology support, innovation and roadmap, account management and archiving […]

BlackRock Inc. Purchases 47,171 Shares of Erie Indemnity (ERIE)

BlackRock Inc. lifted its position in shares of Erie Indemnity (NASDAQ:ERIE) by 4.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,002,319 shares of the financial services provider’s stock after purchasing an additional 47,171 shares during the period. […]

Big Lots, Inc. (BIG) Stake Increased by BlackRock Inc.

BlackRock Inc. raised its position in Big Lots, Inc. (NYSE:BIG) by 1.3% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 4,846,259 shares of the company’s stock after acquiring an additional 62,427 shares during the period. BlackRock Inc. owned approximately 12.10% of Big Lots worth $140,155,000 at the […]

Movado Group, Inc (MOV) Shares Bought by Barclays PLC

Barclays PLC lifted its holdings in shares of Movado Group, Inc (NYSE:MOV) by 31.0% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 44,002 shares of the company’s stock after acquiring an additional 10,409 shares during the period. Barclays PLC owned 0.19% of Movado Group worth […]

Schwab US Dividend Equity ETF (SCHD) is Barnett & Company Inc.’s 6th Largest Position

Barnett & Company Inc. lifted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 3.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 141,899 shares of the company’s stock after purchasing an additional 4,485 shares during the quarter. Schwab US Dividend Equity […]

ANNALY CAP MGMT/SH (NLY) Position Lowered by Barnett & Company Inc.

Barnett & Company Inc. lowered its stake in ANNALY CAP MGMT/SH (NYSE:NLY) by 4.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 40,290 shares of the real estate investment trust’s stock after selling 1,800 shares during the period. Barnett & Company Inc.’s holdings in ANNALY […]

Schwab US Broad Market ETF (SCHB) Holdings Cut by Ancora Advisors LLC

Ancora Advisors LLC trimmed its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB) by 2.7% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 16,219 shares of the company’s stock after selling 454 shares during the period. Ancora Advisors LLC’s holdings in Schwab […]

Amundi Pioneer Asset Management Inc. Sells 31,478 Shares of AFLAC Incorporated (AFL)

Amundi Pioneer Asset Management Inc. decreased its holdings in shares of AFLAC Incorporated (NYSE:AFL) by 5.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 594,956 shares of the financial services provider’s stock after selling 31,478 shares during the quarter. Amundi […]

Amundi Pioneer Asset Management Inc. Sells 135,170 Shares of Weyerhaeuser Co (WY)

Amundi Pioneer Asset Management Inc. reduced its stake in Weyerhaeuser Co (NYSE:WY) by 9.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,294,683 shares of the real estate investment trust’s stock after selling 135,170 shares during the quarter. Amundi Pioneer Asset […]