As Disney Walt Co (DIS) Stock Price Declined, Jacobs Levy Equity Management Raised Its Position by $10.54 Million; Tiverton Asset Management Has Lowered Its Factset Research Systems (FDS) Position by $1.59 Million as Shares Declined

December 15, 2017 - By Maria Brooks

Tiverton Asset Management Llc decreased its stake in Factset Research Systems Inc (FDS) by 16.07% based on its latest 2017Q2 regulatory filing with the SEC. Tiverton Asset Management Llc sold 9,553 shares as the company’s stock declined 11.25% while stock markets rallied. The institutional investor held 49,875 shares of the programming company at the end of 2017Q2, valued at $8.29M, down from 59,428 at the end of the previous reported quarter. Tiverton Asset Management Llc who had been investing in Factset Research Systems Inc for a number of months, seems to be less bullish one the $8.01B market cap company. The stock increased 1.18% or $2.39 during the last trading session, reaching $204.85. About 356,452 shares traded. FactSet Research Systems Inc. (NYSE:FDS) has risen 5.61% since December 15, 2016 and is uptrending. It has underperformed by 11.09% the S&P500.

Jacobs Levy Equity Management Inc increased its stake in Disney Walt Co (DIS) by 108.53% based on its latest 2017Q2 regulatory filing with the SEC. Jacobs Levy Equity Management Inc bought 99,460 shares as the company’s stock declined 2.31% while stock markets rallied. The institutional investor held 191,100 shares of the television services company at the end of 2017Q2, valued at $20.30M, up from 91,640 at the end of the previous reported quarter. Jacobs Levy Equity Management Inc who had been investing in Disney Walt Co for a number of months, seems to be bullish on the $168.05B market cap company. The stock increased 0.63% or $0.7 during the last trading session, reaching $111.27. About 18.60M shares traded or 129.25% up from the average. The Walt Disney Company (NYSE:DIS) has risen 9.26% since December 15, 2016 and is uptrending. It has underperformed by 7.44% the S&P500.

Among 38 analysts covering The Walt Disney Company (NYSE:DIS), 20 have Buy rating, 3 Sell and 15 Hold. Therefore 53% are positive. The Walt Disney Company had 140 analyst reports since July 24, 2015 according to SRatingsIntel. The firm earned “Hold” rating on Thursday, June 1 by Jefferies. The stock of The Walt Disney Company (NYSE:DIS) earned “Buy” rating by Piper Jaffray on Wednesday, November 22. As per Thursday, September 14, the company rating was maintained by Cowen & Co. The stock of The Walt Disney Company (NYSE:DIS) has “Overweight” rating given on Tuesday, October 31 by Morgan Stanley. The firm has “Hold” rating given on Wednesday, April 26 by Needham. The stock of The Walt Disney Company (NYSE:DIS) has “Buy” rating given on Thursday, January 14 by Drexel Hamilton. The stock of The Walt Disney Company (NYSE:DIS) earned “Neutral” rating by Macquarie Research on Tuesday, January 5. RBC Capital Markets maintained the shares of DIS in report on Thursday, July 13 with “Buy” rating. Bank of America maintained the stock with “Hold” rating in Friday, June 23 report. On Monday, August 14 the stock rating was maintained by RBC Capital Markets with “Buy”.

Jacobs Levy Equity Management Inc, which manages about $10.42 billion and $4.68B US Long portfolio, decreased its stake in Orthofix Intl N V (NASDAQ:OFIX) by 20,360 shares to 59,312 shares, valued at $2.76M in 2017Q2, according to the filing. It also reduced its holding in Aetna Inc New (NYSE:AET) by 77,358 shares in the quarter, leaving it with 23,320 shares, and cut its stake in Unisys Corp (NYSE:UIS).

Investors sentiment increased to 1.09 in 2017 Q2. Its up 0.17, from 0.92 in 2017Q1. It is positive, as 77 investors sold DIS shares while 606 reduced holdings. 108 funds opened positions while 638 raised stakes. 920.44 million shares or 3.28% less from 951.70 million shares in 2017Q1 were reported. Pillar Pacific Cap Management Limited Liability reported 1.16% in The Walt Disney Company (NYSE:DIS). Cacti Asset Mngmt Limited accumulated 405,758 shares. Motley Fool Wealth Mngmt Limited Com reported 0.81% in The Walt Disney Company (NYSE:DIS). Drexel Morgan Com invested 1.58% of its portfolio in The Walt Disney Company (NYSE:DIS). Cullen Frost Bankers invested 1.18% in The Walt Disney Company (NYSE:DIS). Wealthtrust invested 0.02% in The Walt Disney Company (NYSE:DIS). Dixon Hubard Feinour & Brown Va reported 0.35% in The Walt Disney Company (NYSE:DIS). Suntrust Banks invested 0.55% of its portfolio in The Walt Disney Company (NYSE:DIS). The Tennessee-based Livingston Grp Asset Mgmt (Operating As Southport Capital Management) has invested 0.6% in The Walt Disney Company (NYSE:DIS). 537 are held by Rech & Mgmt. Brown Advisory Secs Ltd Liability Com, a Maryland-based fund reported 30,373 shares. Pennsylvania-based Wharton Business Gru Limited Liability has invested 0.03% in The Walt Disney Company (NYSE:DIS). California-based Fuller And Thaler Asset Mngmt Incorporated has invested 0.03% in The Walt Disney Company (NYSE:DIS). Koshinski Asset Mngmt invested in 15,698 shares. Capstone Asset Management has 155,524 shares for 0.46% of their portfolio.

Tiverton Asset Management Llc, which manages about $1.85 billion US Long portfolio, upped its stake in Kraft Heinz Co/The by 27,500 shares to 79,800 shares, valued at $6.83 million in 2017Q2, according to the filing. It also increased its holding in O’reilly Automotive Inc (NASDAQ:ORLY) by 5,400 shares in the quarter, for a total of 70,448 shares, and has risen its stake in Nike Inc (NYSE:NKE).

Among 17 analysts covering FactSet Research Systems Inc. (NYSE:FDS), 2 have Buy rating, 3 Sell and 12 Hold. Therefore 12% are positive. FactSet Research Systems Inc. had 31 analyst reports since September 22, 2015 according to SRatingsIntel. The stock of FactSet Research Systems Inc. (NYSE:FDS) earned “Hold” rating by Stifel Nicolaus on Wednesday, April 26. Barclays Capital maintained FactSet Research Systems Inc. (NYSE:FDS) on Wednesday, September 27 with “Underweight” rating. The stock of FactSet Research Systems Inc. (NYSE:FDS) earned “Buy” rating by Northcoast on Thursday, September 21. Macquarie Research initiated FactSet Research Systems Inc. (NYSE:FDS) rating on Friday, August 26. Macquarie Research has “Neutral” rating and $180 target. As per Wednesday, September 27, the company rating was maintained by Bank of America. The stock of FactSet Research Systems Inc. (NYSE:FDS) earned “Equal-Weight” rating by Barclays Capital on Wednesday, March 16. The stock of FactSet Research Systems Inc. (NYSE:FDS) earned “Neutral” rating by Sterne Agee CRT on Tuesday, March 22. On Tuesday, November 10 the stock rating was initiated by Cantor Fitzgerald with “Hold”. Piper Jaffray maintained the stock with “Hold” rating in Wednesday, September 27 report. The stock of FactSet Research Systems Inc. (NYSE:FDS) earned “Neutral” rating by Northcoast on Tuesday, December 5.

Since September 29, 2017, it had 0 buys, and 3 selling transactions for $3.22 million activity. Hale Mark J. sold 9,458 shares worth $1.71M. McNulty Matthew J had sold 1,049 shares worth $189,869.

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