Transdigm Group (TDG) Position Lifted by Ahl Partners Llp; Scout Investments Trimmed Abiomed (ABMD) Stake as Valuation Rose

May 24, 2018 - By Linda Rogers

TransDigm Group Incorporated (NYSE:TDG) Logo

Ahl Partners Llp increased its stake in Transdigm Group Inc (TDG) by 13.99% based on its latest 2017Q4 regulatory filing with the SEC. Ahl Partners Llp bought 1,956 shares as the company’s stock rose 12.74% while stock markets declined. The institutional investor held 15,940 shares of the military and government and technical company at the end of 2017Q4, valued at $4.38 million, up from 13,984 at the end of the previous reported quarter. Ahl Partners Llp who had been investing in Transdigm Group Inc for a number of months, seems to be bullish on the $17.60B market cap company. The stock increased 0.61% or $2.03 during the last trading session, reaching $335.75. About 251,278 shares traded. TransDigm Group Incorporated (NYSE:TDG) has risen 54.52% since May 24, 2017 and is uptrending. It has outperformed by 42.97% the S&P500.

Scout Investments Inc decreased its stake in Abiomed Inc (ABMD) by 16.29% based on its latest 2017Q4 regulatory filing with the SEC. Scout Investments Inc sold 89,891 shares as the company’s stock rose 49.46% while stock markets declined. The institutional investor held 462,058 shares of the health care company at the end of 2017Q4, valued at $86.59M, down from 551,949 at the end of the previous reported quarter. Scout Investments Inc who had been investing in Abiomed Inc for a number of months, seems to be less bullish one the $17.50 billion market cap company. The stock decreased 0.27% or $1.06 during the last trading session, reaching $394.46. About 450,667 shares traded. ABIOMED, Inc. (NASDAQ:ABMD) has risen 128.67% since May 24, 2017 and is uptrending. It has outperformed by 117.12% the S&P500.

Among 20 analysts covering Transdigm Group Incorporated (NYSE:TDG), 11 have Buy rating, 1 Sell and 8 Hold. Therefore 55% are positive. Transdigm Group Incorporated had 83 analyst reports since August 4, 2015 according to SRatingsIntel. Cowen & Co maintained the stock with “Hold” rating in Thursday, October 19 report. On Wednesday, April 13 the stock rating was downgraded by KeyBanc Capital Markets to “Sector Weight”. The firm earned “Buy” rating on Friday, October 6 by RBC Capital Markets. Canaccord Genuity maintained it with “Buy” rating and $330.0 target in Friday, February 2 report. The stock of TransDigm Group Incorporated (NYSE:TDG) earned “Buy” rating by Robert W. Baird on Tuesday, June 6. As per Friday, November 10, the company rating was maintained by Canaccord Genuity. RBC Capital Markets maintained the shares of TDG in report on Tuesday, January 23 with “Buy” rating. Credit Suisse maintained the shares of TDG in report on Friday, November 10 with “Outperform” rating. The stock of TransDigm Group Incorporated (NYSE:TDG) earned “Buy” rating by Canaccord Genuity on Wednesday, January 6. As per Wednesday, August 5, the company rating was maintained by RBC Capital Markets.

Since January 16, 2018, it had 1 insider purchase, and 17 insider sales for $46.98 million activity. $5.00M worth of TransDigm Group Incorporated (NYSE:TDG) was sold by Henderson Robert S. Laubenthal Raymond F also sold $3.88 million worth of TransDigm Group Incorporated (NYSE:TDG) on Tuesday, May 15. Shares for $1.50M were sold by Jones Roger. Howley W Nicholas also sold $2.80M worth of TransDigm Group Incorporated (NYSE:TDG) on Wednesday, March 14. Stein Kevin M also bought $399,774 worth of TransDigm Group Incorporated (NYSE:TDG) shares. On Thursday, May 3 Reiss Joel sold $1.73 million worth of TransDigm Group Incorporated (NYSE:TDG) or 5,400 shares.

Investors sentiment increased to 1 in Q4 2017. Its up 0.07, from 0.93 in 2017Q3. It improved, as 27 investors sold TDG shares while 130 reduced holdings. 43 funds opened positions while 114 raised stakes. 55.96 million shares or 1.17% less from 56.62 million shares in 2017Q3 were reported. World Asset Management Inc holds 4,429 shares. Navellier And Assoc Incorporated holds 0.09% in TransDigm Group Incorporated (NYSE:TDG) or 1,775 shares. Macquarie Grp Inc Ltd accumulated 500 shares or 0% of the stock. Keybank National Association Oh accumulated 8,043 shares or 0.01% of the stock. The Massachusetts-based Liberty Mutual Group Asset Management has invested 0.02% in TransDigm Group Incorporated (NYSE:TDG). Aravt Glob Limited Liability Corporation accumulated 11.16% or 427,000 shares. State Of Tennessee Treasury Department holds 0.02% of its portfolio in TransDigm Group Incorporated (NYSE:TDG) for 12,501 shares. Moreover, Strs Ohio has 0.37% invested in TransDigm Group Incorporated (NYSE:TDG). Reliance Trust Of Delaware stated it has 0.05% in TransDigm Group Incorporated (NYSE:TDG). Point72 Asia (Hong Kong) has invested 0.11% in TransDigm Group Incorporated (NYSE:TDG). Advsrs Asset Mgmt invested in 0.07% or 14,659 shares. Moreover, Commonwealth Of Pennsylvania Public School Empls Retrmt has 0.02% invested in TransDigm Group Incorporated (NYSE:TDG). Panagora Asset Management holds 0% of its portfolio in TransDigm Group Incorporated (NYSE:TDG) for 1,971 shares. Prelude Cap Management Ltd reported 0.04% in TransDigm Group Incorporated (NYSE:TDG). Tower Limited Liability Corp (Trc) has invested 0.04% in TransDigm Group Incorporated (NYSE:TDG).

More important recent TransDigm Group Incorporated (NYSE:TDG) news were published by: Streetinsider.com which released: “TransDigm Group (TDG) Names Kevin Stein as President and CEO and W. Nicholas Howley as Executive Chairman” on April 30, 2018, also Globenewswire.com published article titled: “Recent Analysis Shows DTE Energy, Transdigm Group, Ringcentral, Resonant, Hudson Technologies, and Houghton …”, Streetinsider.com published: “Lone Pine’s 13F Shows New Stake in Dollar Tree (DLTR), Square (SQ), T-Mobile (TMUS) (more…)” on May 15, 2018. More interesting news about TransDigm Group Incorporated (NYSE:TDG) was released by: Seekingalpha.com and their article: “TransDigm Group (TDG) Q2 2018 Results – Earnings Call Transcript” with publication date: May 01, 2018.

Ahl Partners Llp, which manages about $6.41B US Long portfolio, decreased its stake in Logitech Intl S A (NASDAQ:LOGI) by 64,947 shares to 33,717 shares, valued at $1.13 million in 2017Q4, according to the filing. It also reduced its holding in Dst Sys Inc Del (NYSE:DST) by 84,162 shares in the quarter, leaving it with 121,562 shares, and cut its stake in Livanova Plc.

Scout Investments Inc, which manages about $31.17 billion and $4.05B US Long portfolio, upped its stake in Texas Roadhouse (NASDAQ:TXRH) by 12,591 shares to 223,186 shares, valued at $11.76 million in 2017Q4, according to the filing. It also increased its holding in The Clorox Company (NYSE:CLX) by 7,817 shares in the quarter, for a total of 106,225 shares, and has risen its stake in Palo Alto Networks Inc (NYSE:PANW).

Investors sentiment decreased to 1.18 in 2017 Q4. Its down 0.12, from 1.3 in 2017Q3. It worsened, as 19 investors sold ABMD shares while 110 reduced holdings. 55 funds opened positions while 97 raised stakes. 36.44 million shares or 5.39% less from 38.51 million shares in 2017Q3 were reported. Guggenheim Cap Lc has invested 0.06% in ABIOMED, Inc. (NASDAQ:ABMD). Utah Retirement owns 7,600 shares for 0.03% of their portfolio. Wells Fargo Mn has invested 0.01% of its portfolio in ABIOMED, Inc. (NASDAQ:ABMD). Stifel Fincl Corp owns 2,946 shares or 0% of their US portfolio. Trexquant Limited Partnership holds 0.2% in ABIOMED, Inc. (NASDAQ:ABMD) or 9,567 shares. Louisiana State Employees Retirement holds 0.09% or 10,600 shares. 28,845 are owned by Hl Finance Serv Limited Liability Com. Two Sigma Ltd Company stated it has 0.01% of its portfolio in ABIOMED, Inc. (NASDAQ:ABMD). Schwab Charles Investment Mgmt Inc stated it has 0.02% of its portfolio in ABIOMED, Inc. (NASDAQ:ABMD). Lord Abbett Limited Liability Company reported 0.01% stake. Citadel Advisors Limited Liability stated it has 13,164 shares or 0% of all its holdings. Quantbot Tech LP holds 4,635 shares. 1.12 million are owned by State Street. Primecap Com Ca reported 4.08M shares. Dorsey Wright And Assoc reported 1.45% of its portfolio in ABIOMED, Inc. (NASDAQ:ABMD).

Analysts await ABIOMED, Inc. (NASDAQ:ABMD) to report earnings on July, 26. They expect $0.80 EPS, up 77.78% or $0.35 from last year’s $0.45 per share. ABMD’s profit will be $35.50M for 123.27 P/E if the $0.80 EPS becomes a reality. After $0.80 actual EPS reported by ABIOMED, Inc. for the previous quarter, Wall Street now forecasts 0.00% EPS growth.

Since February 20, 2018, it had 0 insider buys, and 5 selling transactions for $31.65 million activity. SUTTER MARTIN P had sold 21,890 shares worth $7.52 million on Tuesday, May 8. 22,790 shares were sold by BOLT WILLIAM J, worth $7.93 million. Shares for $4.70 million were sold by PUHY DOROTHY E on Monday, May 7. Howley Michael G also sold $6.09 million worth of ABIOMED, Inc. (NASDAQ:ABMD) on Monday, May 7.

More recent ABIOMED, Inc. (NASDAQ:ABMD) news were published by: Benzinga.com which released: “Benzinga’s Daily Biotech Pulse: FDA Panel Nod For Akcea, Synergy’s Revenue Miss, FDA Warns E-Liquid Makers Again” on May 11, 2018. Also Benzinga.com published the news titled: “Abiomed Earnings Outlook” on May 02, 2018. Seekingalpha.com‘s news article titled: “ABIOMED (ABMD) Q4 2018 Results – Earnings Call Transcript” with publication date: May 03, 2018 was also an interesting one.

Among 15 analysts covering Abiomed (NASDAQ:ABMD), 12 have Buy rating, 0 Sell and 3 Hold. Therefore 80% are positive. Abiomed had 36 analyst reports since August 4, 2015 according to SRatingsIntel. As per Thursday, August 3, the company rating was maintained by Jefferies. Benchmark maintained the stock with “Buy” rating in Tuesday, August 4 report. As per Wednesday, August 5, the company rating was maintained by Piper Jaffray. The stock of ABIOMED, Inc. (NASDAQ:ABMD) has “Buy” rating given on Thursday, December 21 by Jefferies. Leerink Swann maintained ABIOMED, Inc. (NASDAQ:ABMD) rating on Wednesday, May 4. Leerink Swann has “Outperform” rating and $125 target. SunTrust initiated ABIOMED, Inc. (NASDAQ:ABMD) on Friday, September 29 with “Buy” rating. The stock of ABIOMED, Inc. (NASDAQ:ABMD) has “Buy” rating given on Friday, February 16 by SunTrust. BTIG Research maintained the shares of ABMD in report on Tuesday, August 4 with “Hold” rating. The firm earned “Buy” rating on Thursday, June 8 by William Blair. Sterne Agee CRT initiated ABIOMED, Inc. (NASDAQ:ABMD) on Tuesday, August 18 with “Buy” rating.

ABIOMED, Inc. (NASDAQ:ABMD) Institutional Positions Chart

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By1 Linda Rogers

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