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Mks Instrument (MKSI) Stake Has Upped by Sfe Investment Counsel; Shareholder Brahman Capital Raised Oracle (ORCL) Position

Sfe Investment Counsel increased its stake in Mks Instrument Inc (MKSI) by 49.91% based on its latest 2017Q3 regulatory filing with the SEC. Sfe Investment Counsel bought 3,455 shares as the company’s stock rose 16.99% with the market. The institutional investor held 10,378 shares of the capital goods company at the end of 2017Q3, valued at $980,000, up from 6,923 at the end of the previous reported quarter. Sfe Investment Counsel who had been investing in Mks Instrument Inc for a number of months, seems to be bullish on the $5.42B market cap company. The stock increased 2.94% or $2.85 during the last trading session, reaching $99.9. About 814,761 shares traded or 9.58% up from the average. MKS Instruments, Inc. (NASDAQ:MKSI) has risen 119.33% since February 10, 2017 and is uptrending. It has outperformed by 102.63% the S&P500.

Peter Adam Hochfelder increased its stake in Oracle Corp (ORCL) by 61.3% based on its latest 2017Q3 regulatory filing with the SEC. Brahman Capital Corp bought 1.47M shares as the company’s stock rose 5.35% with the market. The hedge fund run by Peter Adam Hochfelder held 3.87M shares of the prepackaged software company at the end of 2017Q3, valued at $187.14M, up from 2.40 million at the end of the previous reported quarter. Brahman Capital Corp who had been investing in Oracle Corp for a number of months, seems to be bullish on the $197.58B market cap company. The stock increased 1.90% or $0.89 during the last trading session, reaching $47.73. About 23.19 million shares traded or 41.44% up from the average. Oracle Corporation (NYSE:ORCL) has risen 14.08% since February 10, 2017 and is uptrending. It has underperformed by 2.62% the S&P500.

Investors sentiment increased to 1.13 in 2017 Q3. Its up 0.18, from 0.95 in 2017Q2. It is positive, as 67 investors sold ORCL shares while 498 reduced holdings. 122 funds opened positions while 519 raised stakes. 2.32 billion shares or 1.54% less from 2.35 billion shares in 2017Q2 were reported. Stevens Management LP stated it has 156,928 shares. Carroll Inc holds 17,356 shares. Budros Ruhlin & Roe reported 4,201 shares or 0.06% of all its holdings. Whittier Tru reported 449,284 shares. Paragon Cap Mngmt reported 15,280 shares stake. Sg Americas Secs Ltd Liability Corp has invested 0.2% in Oracle Corporation (NYSE:ORCL). Beutel Goodman Com Ltd holds 3.74 million shares. Clearbridge Ltd Llc invested 2.85% in Oracle Corporation (NYSE:ORCL). Mechanics Bancorp Department reported 1.38% stake. Appleton Ma has invested 0.05% in Oracle Corporation (NYSE:ORCL). Cognios Capital Lc accumulated 67,431 shares. Natixis invested 0.46% in Oracle Corporation (NYSE:ORCL). Intact Invest Incorporated has 0.08% invested in Oracle Corporation (NYSE:ORCL). 4,635 were accumulated by Baxter Bros. Bryn Mawr Communications reported 72,315 shares.

Among 38 analysts covering Oracle (NYSE:ORCL), 28 have Buy rating, 0 Sell and 10 Hold. Therefore 74% are positive. Oracle had 104 analyst reports since July 30, 2015 according to SRatingsIntel. Canaccord Genuity maintained the shares of ORCL in report on Monday, May 29 with “Buy” rating. The firm has “Buy” rating by KeyBanc Capital Markets given on Monday, July 17. The firm has “Buy” rating given on Wednesday, March 16 by Canaccord Genuity. The rating was maintained by Benchmark with “Buy” on Friday, April 28. The stock of Oracle Corporation (NYSE:ORCL) has “Buy” rating given on Wednesday, June 21 by Canaccord Genuity. Stifel Nicolaus maintained it with “Buy” rating and $44 target in Friday, December 16 report. The stock of Oracle Corporation (NYSE:ORCL) earned “Buy” rating by Jefferies on Friday, August 25. Jefferies maintained the shares of ORCL in report on Friday, September 15 with “Buy” rating. As per Wednesday, January 11, the company rating was initiated by Wells Fargo. On Wednesday, September 16 the stock rating was upgraded by SunTrust to “Buy”.

Brahman Capital Corp, which manages about $4.97B and $2.94 billion US Long portfolio, decreased its stake in Charter Communications Inc N by 75,692 shares to 1.42 million shares, valued at $514.45M in 2017Q3, according to the filing. It also reduced its holding in Sealed Air Corp New (NYSE:SEE) by 244,423 shares in the quarter, leaving it with 2.26M shares, and cut its stake in Quintiles Ims Holdings Inc (NYSE:Q).

Since September 1, 2017, it had 0 buys, and 8 selling transactions for $3.72 million activity. On Monday, January 8 BAGSHAW SETH H sold $1.02M worth of MKS Instruments, Inc. (NASDAQ:MKSI) or 10,000 shares. Another trade for 300 shares valued at $24,945 was made by HANLEY PETER on Wednesday, September 6. $24,840 worth of MKS Instruments, Inc. (NASDAQ:MKSI) was sold by Mora Elizabeth on Friday, September 1. Werth Dennis L also sold $352,563 worth of MKS Instruments, Inc. (NASDAQ:MKSI) shares. The insider Quirk Brian Charles sold 2,000 shares worth $210,200.

Sfe Investment Counsel, which manages about $321.20M and $237.84M US Long portfolio, decreased its stake in First Solar Inc (NASDAQ:FSLR) by 12,424 shares to 27,745 shares, valued at $1.27 million in 2017Q3, according to the filing. It also reduced its holding in Walgreens Boots Alliance Inc by 10,780 shares in the quarter, leaving it with 53,878 shares, and cut its stake in Abbott Labs (NYSE:ABT).

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