As Investors Bancorp (ISBC) Share Value Declined, Fuller & Thaler Asset Management Increased by $1.54 Million Its Stake; Thompson Siegel & Walmsley Has Cut Stake in Comfort Systems Usa (FIX) by $459,865

February 18, 2018 - By Vivian Currie

Fuller & Thaler Asset Management Inc increased its stake in Investors Bancorp Inc (ISBC) by 0.55% based on its latest 2017Q3 regulatory filing with the SEC. Fuller & Thaler Asset Management Inc bought 118,515 shares as the company’s stock declined 12.01% while stock markets rallied. The institutional investor held 21.60 million shares of the finance company at the end of 2017Q3, valued at $294.64 million, up from 21.48M at the end of the previous reported quarter. Fuller & Thaler Asset Management Inc who had been investing in Investors Bancorp Inc for a number of months, seems to be bullish on the $4.26 billion market cap company. The stock increased 1.02% or $0.14 during the last trading session, reaching $13.92. About 1.84 million shares traded. Investors Bancorp, Inc. (NASDAQ:ISBC) has risen 13.02% since February 18, 2017 and is uptrending. It has underperformed by 3.68% the S&P500.

Thompson Siegel & Walmsley Llc decreased its stake in Comfort Systems Usa Inc (FIX) by 3.11% based on its latest 2017Q3 regulatory filing with the SEC. Thompson Siegel & Walmsley Llc sold 13,139 shares as the company’s stock rose 3.42% with the market. The institutional investor held 409,065 shares of the capital goods company at the end of 2017Q3, valued at $14.60M, down from 422,204 at the end of the previous reported quarter. Thompson Siegel & Walmsley Llc who had been investing in Comfort Systems Usa Inc for a number of months, seems to be less bullish one the $1.53 billion market cap company. The stock decreased 0.12% or $0.05 during the last trading session, reaching $41.4. About 119,960 shares traded. Comfort Systems USA, Inc. (NYSE:FIX) has risen 15.96% since February 18, 2017 and is uptrending. It has underperformed by 0.74% the S&P500.

Analysts await Comfort Systems USA, Inc. (NYSE:FIX) to report earnings on February, 22. They expect $0.51 earnings per share, up 13.33% or $0.06 from last year’s $0.45 per share. FIX’s profit will be $18.85M for 20.29 P/E if the $0.51 EPS becomes a reality. After $0.59 actual earnings per share reported by Comfort Systems USA, Inc. for the previous quarter, Wall Street now forecasts -13.56% negative EPS growth.

Thompson Siegel & Walmsley Llc, which manages about $7.40 billion and $8.33 billion US Long portfolio, upped its stake in National Cinemedia Inc (NASDAQ:NCMI) by 346,952 shares to 3.05 million shares, valued at $21.32M in 2017Q3, according to the filing. It also increased its holding in Diebold Nixdorf Inc (NYSE:DBD) by 71,783 shares in the quarter, for a total of 1.33M shares, and has risen its stake in Technipfmc Plc.

Among 6 analysts covering Comfort Systems USA (NYSE:FIX), 2 have Buy rating, 0 Sell and 4 Hold. Therefore 33% are positive. Comfort Systems USA had 10 analyst reports since August 11, 2015 according to SRatingsIntel. Sidoti upgraded the stock to “Buy” rating in Friday, January 8 report. The rating was downgraded by Sidoti to “Buy” on Tuesday, August 11. The stock of Comfort Systems USA, Inc. (NYSE:FIX) has “Outperform” rating given on Friday, January 13 by Macquarie Research. The rating was maintained by KeyBanc Capital Markets on Thursday, October 5 with “Hold”. On Friday, August 12 the stock rating was upgraded by Sidoti to “Buy”. The stock of Comfort Systems USA, Inc. (NYSE:FIX) has “Neutral” rating given on Friday, November 10 by Guggenheim. The stock has “Hold” rating by BB&T Capital on Friday, October 30. The stock of Comfort Systems USA, Inc. (NYSE:FIX) has “Hold” rating given on Wednesday, August 23 by KeyBanc Capital Markets.

Investors sentiment increased to 1.45 in Q3 2017. Its up 0.32, from 1.13 in 2017Q2. It is positive, as 14 investors sold FIX shares while 48 reduced holdings. 27 funds opened positions while 63 raised stakes. 33.66 million shares or 1.64% less from 34.22 million shares in 2017Q2 were reported. Los Angeles Mngmt Equity Research, a California-based fund reported 24,655 shares. Arizona State Retirement System reported 19,302 shares. Us Fincl Bank De accumulated 1,884 shares. Schwab Charles Inv Mgmt holds 0.01% or 248,723 shares. State Common Retirement Fund owns 47,500 shares for 0% of their portfolio. Hbk Invs LP holds 9,600 shares or 0% of its portfolio. Metropolitan Life Ins Ny reported 25,591 shares or 0.01% of all its holdings. Massachusetts-based Panagora Asset Mngmt has invested 0.05% in Comfort Systems USA, Inc. (NYSE:FIX). Sg Americas Limited Com reported 9,230 shares stake. Cubist Systematic Strategies Ltd Liability Company holds 6,935 shares or 0.01% of its portfolio. Tower Research Capital Ltd Co (Trc) reported 6,854 shares. Jpmorgan Chase & invested 0% in Comfort Systems USA, Inc. (NYSE:FIX). Mason Street Limited Liability holds 9,444 shares. Moreover, State Of Tennessee Treasury Department has 0.01% invested in Comfort Systems USA, Inc. (NYSE:FIX) for 32,900 shares. Meeder Asset Mngmt accumulated 756 shares.

Since October 30, 2017, it had 0 insider buys, and 4 selling transactions for $1.40 million activity. 15,905 shares valued at $678,332 were sold by Shaeff Julie on Monday, October 30. Skidmore Constance Ellen sold $214,050 worth of stock or 5,000 shares. 10,000 shares valued at $427,500 were sold by ANDERSON DARCY on Monday, October 30.

Investors sentiment decreased to 0.8 in 2017 Q3. Its down 0.29, from 1.09 in 2017Q2. It turned negative, as 31 investors sold ISBC shares while 71 reduced holdings. 29 funds opened positions while 53 raised stakes. 232.20 million shares or 2.38% more from 226.80 million shares in 2017Q2 were reported. Raymond James Financial Advsrs Incorporated invested in 0% or 32,646 shares. Voya Invest Mgmt Limited Liability Co holds 0.05% of its portfolio in Investors Bancorp, Inc. (NASDAQ:ISBC) for 1.84M shares. 10,964 were accumulated by Brinker Capital Incorporated. First Tru Advisors LP holds 0.02% or 444,239 shares in its portfolio. Gru One Trading Lp holds 4,500 shares or 0% of its portfolio. Guggenheim Cap Llc, a Illinois-based fund reported 176,635 shares. Teacher Retirement Systems Of Texas holds 0% in Investors Bancorp, Inc. (NASDAQ:ISBC) or 21,729 shares. Canada Pension Plan Investment Board has 0% invested in Investors Bancorp, Inc. (NASDAQ:ISBC). State Of Alaska Department Of Revenue invested in 17,585 shares or 0.01% of the stock. Salzhauer Michael has invested 0.26% in Investors Bancorp, Inc. (NASDAQ:ISBC). California State Teachers Retirement System accumulated 414,931 shares or 0.01% of the stock. Vident Advisory Ltd invested in 18,693 shares. Edge Wealth Mngmt Ltd Company reported 1,350 shares. Panagora Asset Inc has invested 0% in Investors Bancorp, Inc. (NASDAQ:ISBC). Putnam Invs Limited Company, a Massachusetts-based fund reported 50,300 shares.

Fuller & Thaler Asset Management Inc, which manages about $2.14 billion and $8.17B US Long portfolio, decreased its stake in Boeing Co (NYSE:BA) by 2,800 shares to 3,300 shares, valued at $839,000 in 2017Q3, according to the filing. It also reduced its holding in Travelers Companies Inc (NYSE:TRV) by 4,200 shares in the quarter, leaving it with 1,600 shares, and cut its stake in Prudential Financial Inc (NYSE:PRU).

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