As Fair Isaac (FICO) Stock Price Rose, Banbury Partners Lifted Stake; As Mgic Invt Wis (MTG) Market Value Declined, Samlyn Capital Decreased by $6.07 Million Its Stake

January 20, 2018 - By Dolores Ford

Robert Pohly decreased its stake in Mgic Invt Corp Wis (MTG) by 30.15% based on its latest 2017Q3 regulatory filing with the SEC. Samlyn Capital Llc sold 506,139 shares as the company’s stock declined 1.12% while stock markets rallied. The hedge fund run by Robert Pohly held 1.17 million shares of the property-casualty insurers company at the end of 2017Q3, valued at $14.69 million, down from 1.68M at the end of the previous reported quarter. Samlyn Capital Llc who had been investing in Mgic Invt Corp Wis for a number of months, seems to be less bullish one the $5.81B market cap company. The stock increased 0.06% or $0.01 during the last trading session, reaching $15.68. About 2.07M shares traded. MGIC Investment Corporation (NYSE:MTG) has risen 60.12% since January 20, 2017 and is uptrending. It has outperformed by 43.42% the S&P500.

Banbury Partners Llc increased its stake in Fair Isaac Corp (FICO) by 14.93% based on its latest 2017Q3 regulatory filing with the SEC. Banbury Partners Llc bought 32,198 shares as the company’s stock rose 2.56% with the market. The institutional investor held 247,895 shares of the business services company at the end of 2017Q3, valued at $34.83M, up from 215,697 at the end of the previous reported quarter. Banbury Partners Llc who had been investing in Fair Isaac Corp for a number of months, seems to be bullish on the $4.90B market cap company. The stock increased 1.40% or $2.25 during the last trading session, reaching $163.45. About 195,303 shares traded or 44.56% up from the average. Fair Isaac Corporation (NYSE:FICO) has risen 27.37% since January 20, 2017 and is uptrending. It has outperformed by 10.67% the S&P500.

Investors sentiment decreased to 0.97 in Q3 2017. Its down 0.37, from 1.34 in 2017Q2. It is negative, as 20 investors sold FICO shares while 78 reduced holdings. 23 funds opened positions while 72 raised stakes. 24.90 million shares or 6.50% less from 26.64 million shares in 2017Q2 were reported. Sg Americas Secs Lc holds 0.02% in Fair Isaac Corporation (NYSE:FICO) or 17,168 shares. Germany-based Deutsche Bancshares Ag has invested 0.01% in Fair Isaac Corporation (NYSE:FICO). Moreover, Panagora Asset Mgmt Inc has 0% invested in Fair Isaac Corporation (NYSE:FICO) for 600 shares. Ny State Teachers Retirement accumulated 50,706 shares. Bradley Foster & Sargent Inc Ct reported 2,896 shares or 0.02% of all its holdings. Prudential holds 301,607 shares. Los Angeles Management & Equity Rech holds 20,448 shares. Oregon Employees Retirement Fund accumulated 11,415 shares. Vanguard Grp has 0.02% invested in Fair Isaac Corporation (NYSE:FICO) for 2.60M shares. 2,079 were reported by Parametrica Management. 19,386 were accumulated by Clinton Gru Inc. Michigan-based Aspen Inv Mngmt Incorporated has invested 0.38% in Fair Isaac Corporation (NYSE:FICO). Fifth Third National Bank reported 401 shares. Shell Asset Mgmt has 0.02% invested in Fair Isaac Corporation (NYSE:FICO). Voya Inv reported 0.14% stake.

Among 4 analysts covering Fair Isaac Corporation (NYSE:FICO), 2 have Buy rating, 0 Sell and 2 Hold. Therefore 50% are positive. Fair Isaac Corporation had 10 analyst reports since November 6, 2015 according to SRatingsIntel. The firm earned “Neutral” rating on Wednesday, March 23 by Sidoti. The rating was maintained by Barclays Capital with “Overweight” on Tuesday, August 2. The stock has “Equal Weight” rating by Barclays Capital on Tuesday, November 8. William Blair initiated the stock with “Outperform” rating in Tuesday, January 26 report. The company was initiated on Wednesday, July 13 by Dougherty & Company. The stock of Fair Isaac Corporation (NYSE:FICO) has “Equal-Weight” rating given on Thursday, November 2 by Barclays Capital. Barclays Capital downgraded it to “Equal-Weight” rating and $135 target in Wednesday, September 21 report. Barclays Capital maintained Fair Isaac Corporation (NYSE:FICO) on Friday, March 18 with “Overweight” rating.

Banbury Partners Llc, which manages about $132.90 million and $408.77 million US Long portfolio, decreased its stake in Cdk Global Inc (NASDAQ:CDK) by 298,777 shares to 203,109 shares, valued at $12.81 million in 2017Q3, according to the filing. It also reduced its holding in Herc Hldgs Inc by 218,405 shares in the quarter, leaving it with 295,288 shares, and cut its stake in Servicemaster Global Hldgs I (NYSE:SERV).

Since August 17, 2017, it had 0 insider buys, and 2 insider sales for $1.40 million activity.

Samlyn Capital Llc, which manages about $7.24B and $3.96B US Long portfolio, upped its stake in Amazon Com Inc (NASDAQ:AMZN) by 847 shares to 62,333 shares, valued at $59.92 million in 2017Q3, according to the filing. It also increased its holding in Alliance Data Systems Corp (NYSE:ADS) by 22,118 shares in the quarter, for a total of 144,122 shares, and has risen its stake in Lowes Cos Inc (NYSE:LOW).

Among 13 analysts covering MGIC Investment Corp. (NYSE:MTG), 11 have Buy rating, 0 Sell and 2 Hold. Therefore 85% are positive. MGIC Investment Corp. had 40 analyst reports since August 12, 2015 according to SRatingsIntel. The company was maintained on Tuesday, May 10 by Compass Point. FBR Capital maintained it with “Outperform” rating and $13 target in Monday, February 13 report. On Thursday, April 13 the stock rating was upgraded by Compass Point to “Buy”. Keefe Bruyette & Woods maintained the stock with “Buy” rating in Thursday, October 19 report. The rating was maintained by Bank of America with “Buy” on Friday, October 20. The firm has “Neutral” rating by Credit Suisse given on Monday, May 2. The firm earned “Buy” rating on Thursday, January 4 by Susquehanna. The firm earned “Mkt Perform” rating on Friday, January 22 by FBR Capital. The firm has “Buy” rating by BTIG Research given on Tuesday, November 14. M Partners maintained the shares of MTG in report on Thursday, January 21 with “Buy” rating.

Investors sentiment increased to 1.15 in 2017 Q3. Its up 0.07, from 1.08 in 2017Q2. It increased, as 20 investors sold MTG shares while 89 reduced holdings. 37 funds opened positions while 88 raised stakes. 333.10 million shares or 3.73% more from 321.13 million shares in 2017Q2 were reported. Ontario – Canada-based Canada Pension Plan Inv Board has invested 0% in MGIC Investment Corporation (NYSE:MTG). Waddell And Reed Fincl Inc holds 0.03% or 1.04M shares in its portfolio. Wells Fargo Mn has 1.59M shares for 0.01% of their portfolio. Grp Incorporated reported 248,370 shares or 0.01% of all its holdings. Graybill Bartz And Associates Limited accumulated 395,275 shares. Susquehanna Intll Gp Llp has 0% invested in MGIC Investment Corporation (NYSE:MTG) for 12,064 shares. Ahl Prtn Llp, United Kingdom-based fund reported 12,520 shares. Strs Ohio invested in 155,900 shares. Boston Ptnrs accumulated 0.01% or 465,640 shares. Lsv Asset Mgmt holds 0.27% or 13.26 million shares in its portfolio. Royal National Bank & Trust Of Canada holds 70,718 shares. Oxbow Advsr Limited Liability has invested 0.45% in MGIC Investment Corporation (NYSE:MTG). Gateway Inv Advisers Llc stated it has 0.01% of its portfolio in MGIC Investment Corporation (NYSE:MTG). Loomis Sayles And Ltd Partnership, Massachusetts-based fund reported 3,305 shares. Bluemar Management Limited Liability Com owns 136,946 shares.

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