Omni Partners Llp Raised Its Stake in Cavium (CAVM) as Share Price Declined; Barton Investment Management Has Decreased Its Holding in Electronic Arts (EA) by $3.23 Million

June 17, 2018 - By Migdalia James

Electronic Arts Inc. (NASDAQ:EA) Logo

Omni Partners Llp increased its stake in Cavium Inc (CAVM) by 107.02% based on its latest 2018Q1 regulatory filing with the SEC. Omni Partners Llp bought 384,237 shares as the company’s stock declined 4.14% with the market. The hedge fund held 743,274 shares of the technology company at the end of 2018Q1, valued at $59.00 million, up from 359,037 at the end of the previous reported quarter. Omni Partners Llp who had been investing in Cavium Inc for a number of months, seems to be bullish on the $5.95 billion market cap company. The stock increased 0.33% or $0.28 during the last trading session, reaching $84.9. About 441,869 shares traded. Cavium, Inc. (NASDAQ:CAVM) has risen 15.63% since June 17, 2017 and is uptrending. It has outperformed by 3.06% the S&P500. Some Historical CAVM News: 08/03/2018 Mellanox adds Credit Suisse to enhance defense against Starboard; 19/03/2018 – Cavium™ Technologies Power End-to-End NVMe over Fabrics Solutions; 14/05/2018 – Janus Henderson Group PLC Exits Position in Cavium; 07/05/2018 – Cavium Announces ThunderX2® General Availability; 20/03/2018 – Cavium Announces Packet Trakker: A Programmable Network Telemetry Suite; 24/05/2018 – MARVELL TECHNOLOGY GROUP LTD – MARVELL CONTINUES TO EXPECT MERGER WITH CAVIUM TO CLOSE MID-CALENDAR YEAR OF 2018; 19/03/2018 – Cavium™ Expands Industry Partnerships to Drive OCP NIC 3.0; 24/05/2018 – MARVELL SEES CAVIUM MERGER CLOSING MID-CALENDAR YEAR; 20/03/2018 – Cavium Collaborates with Microsoft to Demonstrate ThunderX2 Platform Compliant with Microsoft’s Project Olympus Specifications; 02/04/2018 – Fidelity Growth Adds Esperion Therapeutics, Exits Cavium

Barton Investment Management decreased its stake in Electronic Arts (EA) by 9.16% based on its latest 2018Q1 regulatory filing with the SEC. Barton Investment Management sold 26,684 shares as the company’s stock rose 2.55% while stock markets declined. The institutional investor held 264,595 shares of the prepackaged software company at the end of 2018Q1, valued at $32.08M, down from 291,279 at the end of the previous reported quarter. Barton Investment Management who had been investing in Electronic Arts for a number of months, seems to be less bullish one the $45.00 billion market cap company. The stock increased 1.57% or $2.26 during the last trading session, reaching $146.65. About 3.15M shares traded or 4.10% up from the average. Electronic Arts Inc. (NASDAQ:EA) has risen 15.83% since June 17, 2017 and is uptrending. It has outperformed by 3.26% the S&P500. Some Historical EA News: 23/05/2018 – Moody’s Places Electronic Arts, Inc.’s Baa2 Senior Unsecured Ratings On Review For Upgrade; 12/04/2018 – ELECTRONIC ARTS INC SAYS PATRICK SÖDERLUND WILL STEP UP INTO THE ROLE OF CHIEF DESIGN OFFICER – SEC FILING; 22/05/2018 – Electronic Arts: Acquisition Closed in May 2018; 24/05/2018 – FIFA and Electronic Arts Unveil London as FIFA eWorld Cup Grand Final 2018 Location To Crown The World’s Champion Of The World’s Game; 23/05/2018 – MOODY’S PLACES ELECTRONIC ARTS, INC.’S Baa2 SR UNSECURED; 30/04/2018 – EA Announces Free 2018 FIFA World Cup Russia Content for EA SPORTS FIFA 18; 20/03/2018 – S&P REVISES ELECTRONIC ARTS INC. TO RATING ‘BBB+’ FROM ‘BBB’; 08/05/2018 – Electronic Arts Sees 1Q Rev $1.08B; 23/05/2018 – EA Announces Battlefield V Launching Worldwide on October 19; 02/04/2018 – Fidelity Advisor Diversified Adds Electronic Arts

More important recent Cavium, Inc. (NASDAQ:CAVM) news were published by: Streetinsider.com which released: “Marvell Technology (MRVL) Announces Completion of CFIUS Review for Cavium (CAVM) Deal” on May 24, 2018, also Streetinsider.com published article titled: “After-Hours Stock Movers 05/24: (VTGN) (NWY) (CAVM) Higher; (ZOES) (BGSF) (EGHT) Lower (more…)”, Seekingalpha.com published: “AMD: Ready For Server Outperformance?” on May 23, 2018. More interesting news about Cavium, Inc. (NASDAQ:CAVM) was released by: Seekingalpha.com and their article: “The Art Of The Deal – Cavium” with publication date: May 28, 2018.

Since February 16, 2018, it had 0 insider purchases, and 9 insider sales for $30.17 million activity. Shares for $1.14M were sold by MEHROTRA SANJAY. CHADWICK ARTHUR D had sold 118,202 shares worth $10.37 million on Friday, February 16. The insider Hussain Muhammad Raghib sold 20,000 shares worth $1.74M. On Friday, March 2 Ali Syed sold $11.09M worth of Cavium, Inc. (NASDAQ:CAVM) or 125,000 shares. Jain Anil Kumar also sold $1.41M worth of Cavium, Inc. (NASDAQ:CAVM) on Friday, February 16. The insider THORNLEY ANTHONY S sold 12,500 shares worth $1.11 million.

Among 24 analysts covering Cavium Networks Inc. (NASDAQ:CAVM), 10 have Buy rating, 1 Sell and 13 Hold. Therefore 42% are positive. Cavium Networks Inc. had 71 analyst reports since July 31, 2015 according to SRatingsIntel. Roth Capital maintained it with “Buy” rating and $85.0 target in Monday, October 30 report. Jefferies maintained the shares of CAVM in report on Thursday, September 14 with “Buy” rating. Susquehanna downgraded Cavium, Inc. (NASDAQ:CAVM) on Tuesday, November 21 to “Neutral” rating. Barclays Capital maintained Cavium, Inc. (NASDAQ:CAVM) on Friday, August 5 with “Overweight” rating. The stock has “Buy” rating by Needham on Thursday, August 3. The rating was maintained by Jefferies on Wednesday, January 31 with “Hold”. The stock of Cavium, Inc. (NASDAQ:CAVM) has “Buy” rating given on Thursday, November 2 by Loop Capital Markets. Barclays Capital maintained it with “Overweight” rating and $80 target in Saturday, September 5 report. Topeka Capital Markets maintained it with “Hold” rating and $55 target in Thursday, April 28 report. Benchmark downgraded the shares of CAVM in report on Monday, November 20 to “Hold” rating.

Investors sentiment decreased to 0.78 in Q1 2018. Its down 0.25, from 1.03 in 2017Q4. It dived, as 34 investors sold CAVM shares while 83 reduced holdings. 29 funds opened positions while 62 raised stakes. 56.14 million shares or 3.14% less from 57.96 million shares in 2017Q4 were reported. Van Eck Assocs Corp owns 163,738 shares. Montag & Caldwell Ltd Com reported 4,597 shares or 0.01% of all its holdings. Moreover, Winfield Associates has 0.42% invested in Cavium, Inc. (NASDAQ:CAVM). Marshall Wace Llp accumulated 311,184 shares or 1.02% of the stock. Frontier Management Ltd Liability Corp invested in 0.07% or 124,688 shares. Voloridge Invest Mgmt Limited Liability Corporation reported 82,453 shares or 0.15% of all its holdings. 2,034 are held by Manufacturers Life The. Stratos Wealth Partners Ltd reported 0% of its portfolio in Cavium, Inc. (NASDAQ:CAVM). Axa has 35,000 shares for 0.01% of their portfolio. Us Comml Bank De has 0% invested in Cavium, Inc. (NASDAQ:CAVM). Guggenheim Capital Ltd Liability Co reported 37,697 shares stake. Price T Rowe Associate Inc Md accumulated 453,051 shares. Great West Life Assurance Co Can reported 0% of its portfolio in Cavium, Inc. (NASDAQ:CAVM). Northern invested in 0.01% or 388,058 shares. Geode Cap Limited invested in 611,359 shares or 0.02% of the stock.

More notable recent Electronic Arts Inc. (NASDAQ:EA) news were published by: Fool.com which released: “Why Electronic Arts Stock Gained 11% in May” on June 11, 2018, also Nasdaq.com with their article: “The Biggest Announcements From E3 2018 … So Far” published on June 13, 2018, Nasdaq.com published: “Will the Fortnite “Cross-Play” Issue Derail Sony Corp (ADR) Stock?” on June 15, 2018. More interesting news about Electronic Arts Inc. (NASDAQ:EA) were released by: Benzinga.com and their article: “Morgan Stanley: How Gaming Stocks Like EA Can Cash In On Streaming, Subscription Trends” published on June 11, 2018 as well as Nasdaq.com‘s news article titled: “What to Expect From E3, the Gaming World’s Annual Woodstock” with publication date: June 10, 2018.

Among 30 analysts covering Electronic Arts (NASDAQ:EA), 26 have Buy rating, 0 Sell and 4 Hold. Therefore 87% are positive. Electronic Arts had 100 analyst reports since July 28, 2015 according to SRatingsIntel. The stock of Electronic Arts Inc. (NASDAQ:EA) has “Outperform” rating given on Thursday, November 12 by Oppenheimer. The company was maintained on Wednesday, November 2 by Mizuho. The firm has “Buy” rating given on Friday, June 23 by Piper Jaffray. Stifel Nicolaus maintained it with “Buy” rating and $87 target in Monday, September 12 report. The company was maintained on Wednesday, January 31 by Morgan Stanley. The stock of Electronic Arts Inc. (NASDAQ:EA) earned “Hold” rating by BMO Capital Markets on Monday, June 12. The rating was initiated by BMO Capital Markets on Wednesday, April 27 with “Market Perform”. The stock of Electronic Arts Inc. (NASDAQ:EA) earned “Outperform” rating by Credit Suisse on Monday, January 25. The stock of Electronic Arts Inc. (NASDAQ:EA) earned “Buy” rating by J.P. Morgan on Tuesday, May 1. The firm has “Outperform” rating by BMO Capital Markets given on Monday, January 8.

Barton Investment Management, which manages about $298.36 million and $438.63M US Long portfolio, upped its stake in Blackline Inc by 124,325 shares to 269,645 shares, valued at $10.57 million in 2018Q1, according to the filing.

Since January 2, 2018, it had 0 buys, and 52 selling transactions for $37.29 million activity. 1,500 shares were sold by Bruzzo Chris, worth $178,221 on Monday, April 2. Wilson Andrew sold 10,309 shares worth $1.36M. Shares for $81,113 were sold by Miele Laura. $8.69M worth of stock was sold by Soderlund Patrick on Thursday, May 17. $1.24M worth of Electronic Arts Inc. (NASDAQ:EA) was sold by Jorgensen Blake J on Tuesday, May 1. $125,584 worth of Electronic Arts Inc. (NASDAQ:EA) was sold by Warren Denise.

Investors sentiment is 0.85 in 2018 Q1. Its the same as in 2017Q4. It is flat, as 72 investors sold EA shares while 230 reduced holdings. only 84 funds opened positions while 173 raised stakes. 273.19 million shares or 2.68% less from 280.71 million shares in 2017Q4 were reported. Nomura Asset Mgmt Ltd has invested 0.08% of its portfolio in Electronic Arts Inc. (NASDAQ:EA). 241,321 were reported by Apg Asset Nv. Dana Inv Advsrs reported 2,679 shares. Price T Rowe Assoc Md owns 0.35% invested in Electronic Arts Inc. (NASDAQ:EA) for 18.41 million shares. The Virginia-based Chase Inv Counsel has invested 1.6% in Electronic Arts Inc. (NASDAQ:EA). Bankshares Of Stockton accumulated 13,415 shares. Wealth Architects Limited Liability Corporation has 3,556 shares for 0.14% of their portfolio. The Missouri-based Co Bank & Trust has invested 0.01% in Electronic Arts Inc. (NASDAQ:EA). Tiedemann Advsr has 5,949 shares for 0.05% of their portfolio. Johnson Gp Incorporated holds 0% or 27 shares. Korea reported 0.08% stake. Meeder Asset Management has invested 0.11% in Electronic Arts Inc. (NASDAQ:EA). Manchester Mngmt Limited Co invested in 2,120 shares or 0.04% of the stock. Bnp Paribas Arbitrage Sa invested in 170,398 shares. Provise Mgmt Group Inc Limited Liability Corp stated it has 0.07% of its portfolio in Electronic Arts Inc. (NASDAQ:EA).

Cavium, Inc. (NASDAQ:CAVM) Institutional Positions Chart

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