Dsam Partners Llp Has Lifted Stake in Visa (V) by $2.21 Million as Stock Price Rose; Cdw (CDW) Holding Maintained by Kames Capital Plc

February 18, 2018 - By David Stenberg

Kames Capital Plc increased its stake in Cdw Corporation (CDW) by 4.96% based on its latest 2017Q3 regulatory filing with the SEC. Kames Capital Plc bought 4,966 shares as the company’s stock declined 4.83% while stock markets rallied. The institutional investor held 105,150 shares of the catalog and specialty distribution company at the end of 2017Q3, valued at $6.94 million, up from 100,184 at the end of the previous reported quarter. Kames Capital Plc who had been investing in Cdw Corporation for a number of months, seems to be bullish on the $10.94 billion market cap company. The stock increased 0.20% or $0.14 during the last trading session, reaching $71.46. About 878,811 shares traded or 3.09% up from the average. CDW Corporation (NASDAQ:CDW) has risen 35.25% since February 18, 2017 and is uptrending. It has outperformed by 18.55% the S&P500.

Guy Shahar increased its stake in Visa Inc (V) by 84% based on its latest 2017Q3 regulatory filing with the SEC. Dsam Partners Llp bought 21,000 shares as the company’s stock rose 5.74% with the market. The hedge fund run by Guy Shahar held 46,000 shares of the business services company at the end of 2017Q3, valued at $4.84M, up from 25,000 at the end of the previous reported quarter. Dsam Partners Llp who had been investing in Visa Inc for a number of months, seems to be bullish on the $275.00 billion market cap company. The stock decreased 0.35% or $0.43 during the last trading session, reaching $121.85. About 6.37 million shares traded. Visa Inc. (NYSE:V) has risen 20.29% since February 18, 2017 and is uptrending. It has outperformed by 3.59% the S&P500.

Among 42 analysts covering Visa Inc. (NYSE:V), 34 have Buy rating, 0 Sell and 8 Hold. Therefore 81% are positive. Visa Inc. had 125 analyst reports since July 21, 2015 according to SRatingsIntel. Bernstein maintained the shares of V in report on Wednesday, August 12 with “Outperform” rating. Guggenheim initiated it with “Buy” rating and $85 target in Thursday, October 8 report. The company was maintained on Friday, July 24 by FBR Capital. The company was maintained on Thursday, January 4 by RBC Capital Markets. Nomura maintained the shares of V in report on Friday, February 2 with “Buy” rating. The firm has “Hold” rating given on Tuesday, October 3 by Credit Suisse. Sandler O’Neill maintained it with “Hold” rating and $128.0 target in Friday, February 2 report. RBC Capital Markets maintained Visa Inc. (NYSE:V) on Thursday, June 22 with “Buy” rating. The rating was maintained by Nomura with “Buy” on Thursday, October 26. The rating was maintained by Barclays Capital on Friday, February 2 with “Overweight”.

Investors sentiment decreased to 1 in 2017 Q3. Its down 0.13, from 1.13 in 2017Q2. It dived, as 48 investors sold V shares while 617 reduced holdings. 142 funds opened positions while 524 raised stakes. 1.64 billion shares or 1.45% less from 1.66 billion shares in 2017Q2 were reported. X Management Ltd Llc has invested 0.04% of its portfolio in Visa Inc. (NYSE:V). Triangle Securities Wealth Management holds 1.47% or 23,493 shares in its portfolio. Sterling Cap Management Ltd Limited Liability Company owns 36,730 shares. Profit Investment Mgmt Limited Liability Corporation invested 1.58% of its portfolio in Visa Inc. (NYSE:V). Bank Of Stockton reported 27,230 shares stake. Apg Asset Nv has 0.2% invested in Visa Inc. (NYSE:V) for 1.17M shares. 178,073 are held by Bamco Inc. Hanseatic Services Inc invested in 2,653 shares. Lombard Odier Asset Mngmt (Switzerland) has 23,640 shares for 0.24% of their portfolio. 83,800 are owned by Exchange Cap. Dnb Asset As holds 888,898 shares. Greenleaf Tru reported 105,826 shares. 67,885 are held by Financial Capital Management. Avalon Advsr Limited invested in 0.66% or 196,244 shares. Whitnell And Company reported 1,000 shares stake.

Dsam Partners Llp, which manages about $718.15 million US Long portfolio, decreased its stake in Anthem Inc (NYSE:ANTM) by 171,348 shares to 72,154 shares, valued at $13.70 million in 2017Q3, according to the filing. It also reduced its holding in Broadcom Ltd by 68,418 shares in the quarter, leaving it with 116,296 shares, and cut its stake in Ingevity Corp.

Since August 17, 2017, it had 0 buys, and 2 selling transactions for $6.36 million activity. MATSCHULLAT ROBERT W sold 6,220 shares worth $707,561. 10,400 shares were sold by CRANSTON MARY B, worth $1.07M.

Kames Capital Plc, which manages about $3.65B US Long portfolio, decreased its stake in Visa Inc. (NYSE:V) by 127,196 shares to 547,015 shares, valued at $57.55 million in 2017Q3, according to the filing. It also reduced its holding in Celgene Corporation (NASDAQ:CELG) by 10,942 shares in the quarter, leaving it with 800,335 shares, and cut its stake in First Republic Bank (NYSE:FRC).

Investors sentiment decreased to 0.92 in 2017 Q3. Its down 0.24, from 1.16 in 2017Q2. It turned negative, as 32 investors sold CDW shares while 126 reduced holdings. 46 funds opened positions while 100 raised stakes. 136.65 million shares or 1.49% less from 138.72 million shares in 2017Q2 were reported. Robeco Institutional Asset Management Bv holds 26,944 shares. Commerce Bank holds 5,836 shares. State Of Wisconsin Invest Board has invested 0.03% of its portfolio in CDW Corporation (NASDAQ:CDW). Lakewood Cap Mgmt Limited Partnership has 737,077 shares. Stifel reported 0.03% in CDW Corporation (NASDAQ:CDW). Aviva Public Limited Com has 97,320 shares for 0.03% of their portfolio. Pension Service has invested 0% in CDW Corporation (NASDAQ:CDW). Pennsylvania Trust holds 0.14% or 43,980 shares. Legal & General Gru Public Limited Co invested in 671,483 shares. Ubs Asset Mgmt Americas holds 0.03% or 485,564 shares. Bank & Trust Of America Corp De holds 2.19 million shares or 0.02% of its portfolio. Evercore Wealth Management Limited Liability Company owns 6,820 shares. Nomura Asset Mngmt Limited reported 21,074 shares. Columbia Wanger Asset Mngmt Ltd Company has 1.06% invested in CDW Corporation (NASDAQ:CDW). Deutsche Financial Bank Ag, a Germany-based fund reported 236,863 shares.

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By1 David Stenberg

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