Horan Capital Management Decreased Its Position in Pfizer (PFE) as Market Valuation Declined; Lyons Wealth Management Lifted Biotelemetry (BEAT) Holding by $898,632; Market Valuation Rose

May 21, 2018 - By Marguerite Chambers

BioTelemetry, Inc. (NASDAQ:BEAT) Logo

Horan Capital Management decreased its stake in Pfizer Inc (PFE) by 4.73% based on its latest 2017Q4 regulatory filing with the SEC. Horan Capital Management sold 13,037 shares as the company’s stock declined 3.13% with the market. The institutional investor held 262,866 shares of the health care company at the end of 2017Q4, valued at $9.52 million, down from 275,903 at the end of the previous reported quarter. Horan Capital Management who had been investing in Pfizer Inc for a number of months, seems to be less bullish one the $208.48B market cap company. The stock decreased 0.20% or $0.07 during the last trading session, reaching $35.64. About 14.93M shares traded. Pfizer Inc. (NYSE:PFE) has risen 2.43% since May 21, 2017 and is uptrending. It has underperformed by 9.12% the S&P500.

Lyons Wealth Management Llc increased its stake in Biotelemetry Inc (BEAT) by 104.88% based on its latest 2017Q4 regulatory filing with the SEC. Lyons Wealth Management Llc bought 10,698 shares as the company’s stock rose 1.79% while stock markets declined. The institutional investor held 20,898 shares of the health care company at the end of 2017Q4, valued at $1.76M, up from 10,200 at the end of the previous reported quarter. Lyons Wealth Management Llc who had been investing in Biotelemetry Inc for a number of months, seems to be bullish on the $1.34B market cap company. The stock decreased 0.97% or $0.4 during the last trading session, reaching $40.8. About 206,157 shares traded. BioTelemetry, Inc. (NASDAQ:BEAT) has risen 11.39% since May 21, 2017 and is uptrending. It has underperformed by 0.16% the S&P500.

Among 6 analysts covering BioTelemetry (NASDAQ:BEAT), 6 have Buy rating, 0 Sell and 0 Hold. Therefore 100% are positive. BioTelemetry had 10 analyst reports since July 28, 2015 according to SRatingsIntel. Raymond James maintained the shares of BEAT in report on Thursday, November 30 with “Buy” rating. The stock of BioTelemetry, Inc. (NASDAQ:BEAT) earned “Buy” rating by Dougherty & Company on Friday, December 2. The stock of BioTelemetry, Inc. (NASDAQ:BEAT) has “Buy” rating given on Tuesday, July 28 by Dougherty & Company. The rating was initiated by Sidoti on Tuesday, September 13 with “Buy”. The company was maintained on Tuesday, April 11 by Dougherty & Company. The firm has “Buy” rating given on Friday, February 23 by Dougherty.

More recent BioTelemetry, Inc. (NASDAQ:BEAT) news were published by: Globenewswire.com which released: “BioTelemetry, Inc. Reports First Quarter 2018 Financial Results” on April 25, 2018. Also Seekingalpha.com published the news titled: “BioTelemetry’s (BEAT) CEO Joseph Capper on Q1 2018 Results – Earnings Call Transcript” on April 26, 2018. Benzinga.com‘s news article titled: “Benzinga’s Daily Biotech Pulse: FDA Panel Nod For Akcea, Synergy’s Revenue Miss, FDA Warns E-Liquid Makers Again” with publication date: May 11, 2018 was also an interesting one.

Investors sentiment decreased to 0.88 in 2017 Q4. Its down 0.40, from 1.28 in 2017Q3. It is negative, as 47 investors sold BEAT shares while 57 reduced holdings. 27 funds opened positions while 65 raised stakes. 27.71 million shares or 8.71% more from 25.49 million shares in 2017Q3 were reported. Natixis accumulated 199,930 shares or 0.05% of the stock. 1,019 were accumulated by Huntington Comml Bank. State Of Alaska Department Of Revenue owns 6,128 shares for 0% of their portfolio. Moreover, Vanguard Group Inc has 0% invested in BioTelemetry, Inc. (NASDAQ:BEAT). Bank & Trust Of America De holds 240,816 shares. Geode Cap Mngmt Ltd Liability Corp reported 273,949 shares stake. Macquarie Gp accumulated 756,263 shares. 48,935 were accumulated by Massachusetts Financial Service Co Ma. Dimensional Fund Advsrs Limited Partnership holds 0.02% or 1.41M shares in its portfolio. Lyon Street Ltd Liability Com, California-based fund reported 379,029 shares. The Minnesota-based Thrivent For Lutherans has invested 0% in BioTelemetry, Inc. (NASDAQ:BEAT). Royal State Bank Of Canada accumulated 78,081 shares. Dafna Capital Management Ltd Company holds 1.42% of its portfolio in BioTelemetry, Inc. (NASDAQ:BEAT) for 88,100 shares. Kbc Group Nv holds 0.01% in BioTelemetry, Inc. (NASDAQ:BEAT) or 20,669 shares. Aqr Capital Mngmt Llc, Connecticut-based fund reported 21,503 shares.

Horan Capital Management, which manages about $446.88 million and $503.45M US Long portfolio, upped its stake in The Tjx Companies (NYSE:TJX) by 132,828 shares to 213,563 shares, valued at $16.33M in 2017Q4, according to the filing.

Since December 15, 2017, it had 0 insider buys, and 13 sales for $17.75 million activity. Dolsten Mikael also sold $2.55 million worth of Pfizer Inc. (NYSE:PFE) shares. Another trade for 50,000 shares valued at $1.84M was sold by LANKLER DOUGLAS M. Shares for $986,292 were sold by HILL CHARLES H on Wednesday, February 28. SUSMAN SALLY sold 33,368 shares worth $1.24 million. Shares for $4.76 million were sold by READ IAN C on Tuesday, May 1. Another trade for 1,758 shares valued at $64,679 was made by CORNWELL W DON on Monday, February 26.

Investors sentiment increased to 1.06 in 2017 Q4. Its up 0.10, from 0.96 in 2017Q3. It is positive, as 51 investors sold PFE shares while 675 reduced holdings. 134 funds opened positions while 632 raised stakes. 4.07 billion shares or 0.28% more from 4.06 billion shares in 2017Q3 were reported. Bluefin Trading Ltd Liability Com accumulated 23,730 shares. Forward Mngmt Limited reported 37,264 shares or 0.15% of all its holdings. Adams Asset Ltd Llc owns 124,709 shares for 0.56% of their portfolio. Drw Limited Liability Company holds 0.32% of its portfolio in Pfizer Inc. (NYSE:PFE) for 83,544 shares. 98,930 were reported by Moody Bancorporation Division. 54,941 are held by Savant Ltd Liability. Pennsylvania Com stated it has 1.02% in Pfizer Inc. (NYSE:PFE). The Ohio-based Sequoia Advsrs Ltd Liability Corporation has invested 0.11% in Pfizer Inc. (NYSE:PFE). 126,493 were reported by Beech Hill Advsrs. First United Comml Bank Trust has 0.25% invested in Pfizer Inc. (NYSE:PFE) for 10,457 shares. Baxter Bros Incorporated holds 0.13% or 13,548 shares. Peloton Wealth Strategists holds 1.39% or 51,500 shares in its portfolio. Wedgewood Pa has invested 0.43% of its portfolio in Pfizer Inc. (NYSE:PFE). Coldstream Capital Management holds 0.36% or 91,402 shares. Stone Ridge Asset Mngmt Ltd Liability Co reported 166,343 shares.

More notable recent Pfizer Inc. (NYSE:PFE) news were published by: Streetinsider.com which released: “GlaxoSmithKline (GSK) with Pfizer (PFE) Reports ViiV Healthcare Granted EU Marketing Authorisation for Juluca …” on May 21, 2018, also Fool.com with their article: “Better Buy: Pfizer Inc. (PFE) vs. Merck (MRK)” published on May 13, 2018, Livetradingnews.com published: “Pfizer Inc. (NYSE:PFE) Stock Overbought” on April 26, 2018. More interesting news about Pfizer Inc. (NYSE:PFE) were released by: Seekingalpha.com and their article: “Pfizer: Buy This Dip?” published on May 03, 2018 as well as 247Wallst.com‘s news article titled: “How Much Pfizer Earnings Depend on a Few Brands” with publication date: May 01, 2018.

Analysts await Pfizer Inc. (NYSE:PFE) to report earnings on August, 7. They expect $0.75 earnings per share, up 11.94% or $0.08 from last year’s $0.67 per share. PFE’s profit will be $4.39 billion for 11.88 P/E if the $0.75 EPS becomes a reality. After $0.77 actual earnings per share reported by Pfizer Inc. for the previous quarter, Wall Street now forecasts -2.60% negative EPS growth.

Pfizer Inc. (NYSE:PFE) Institutional Positions Chart

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By1 Marguerite Chambers

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