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Picton Mahoney Asset Management Has Boosted Its Apple (Put) (AAPL) Position; Herald Investment Management LTD Has Increased Its Holding in Mellanox Technologies LTD (MLNX) as Stock Price Declined

Picton Mahoney Asset Management increased its stake in Apple Inc (Put) (AAPL) by 17.35% based on its latest 2017Q3 regulatory filing with the SEC. Picton Mahoney Asset Management bought 33,400 shares as the company’s stock rose 12.78% with the market. The institutional investor held 225,900 shares of the computer manufacturing company at the end of 2017Q3, valued at $34.82M, up from 192,500 at the end of the previous reported quarter. Picton Mahoney Asset Management who had been investing in Apple Inc (Put) for a number of months, seems to be bullish on the $873.85 billion market cap company. The stock increased 0.67% or $1.15 during the last trading session, reaching $172.22. About 22.96M shares traded. Apple Inc. (NASDAQ:AAPL) has risen 62.48% since February 22, 2017 and is uptrending. It has outperformed by 45.78% the S&P500.

Herald Investment Management Ltd increased its stake in Mellanox Technologies Ltd (MLNX) by 6.19% based on its latest 2017Q3 regulatory filing with the SEC. Herald Investment Management Ltd bought 11,750 shares as the company’s stock declined 3.98% while stock markets rallied. The institutional investor held 201,650 shares of the technology company at the end of 2017Q3, valued at $9.51M, up from 189,900 at the end of the previous reported quarter. Herald Investment Management Ltd who had been investing in Mellanox Technologies Ltd for a number of months, seems to be bullish on the $3.55B market cap company. The stock increased 10.67% or $6.72 during the last trading session, reaching $69.67. About 1.17 million shares traded or 101.93% up from the average. Mellanox Technologies, Ltd. (NASDAQ:MLNX) has risen 12.09% since February 22, 2017 and is uptrending. It has underperformed by 4.61% the S&P500.

Among 20 analysts covering Mellanox Tech (NASDAQ:MLNX), 11 have Buy rating, 1 Sell and 8 Hold. Therefore 55% are positive. Mellanox Tech had 48 analyst reports since July 23, 2015 according to SRatingsIntel. On Thursday, September 7 the stock rating was maintained by Jefferies with “Sell”. On Thursday, October 26 the stock rating was maintained by Barclays Capital with “Underweight”. Jefferies maintained Mellanox Technologies, Ltd. (NASDAQ:MLNX) rating on Monday, July 10. Jefferies has “Sell” rating and $3800 target. The company was maintained on Tuesday, August 22 by Stifel Nicolaus. The firm has “Hold” rating given on Thursday, October 26 by J.P. Morgan. The rating was upgraded by Longbow on Friday, December 1 to “Buy”. The firm earned “Hold” rating on Thursday, December 7 by Piper Jaffray. The stock has “Hold” rating by KeyBanc Capital Markets on Monday, October 16. Macquarie Research maintained Mellanox Technologies, Ltd. (NASDAQ:MLNX) on Thursday, March 24 with “Outperform” rating. On Tuesday, August 29 the stock rating was initiated by Benchmark with “Buy”.

Investors sentiment increased to 0.95 in Q3 2017. Its up 0.02, from 0.93 in 2017Q2. It is positive, as 23 investors sold MLNX shares while 40 reduced holdings. 17 funds opened positions while 43 raised stakes. 29.80 million shares or 0.19% more from 29.75 million shares in 2017Q2 were reported. Nwq Investment Limited invested 0.77% in Mellanox Technologies, Ltd. (NASDAQ:MLNX). Massachusetts Financial Services Ma invested in 2.47M shares. Goldman Sachs Grp accumulated 0.01% or 547,469 shares. Heartland has 250,000 shares. Bluefin Trading holds 0.11% of its portfolio in Mellanox Technologies, Ltd. (NASDAQ:MLNX) for 20,172 shares. 1.24 million were accumulated by Ion Asset Mngmt Limited. Services Automobile Association has 76,650 shares. Clal Ins Limited has 1.19M shares for 1.35% of their portfolio. Zurcher Kantonalbank (Zurich Cantonalbank) holds 2,167 shares or 0% of its portfolio. Guggenheim Ltd Limited Liability Company owns 10,706 shares. Granahan Investment Inc Ma invested in 0.32% or 81,600 shares. Bank Of Mellon Corp holds 380,040 shares or 0% of its portfolio. Magnetar has invested 0% of its portfolio in Mellanox Technologies, Ltd. (NASDAQ:MLNX). Bnp Paribas Arbitrage Sa has 0% invested in Mellanox Technologies, Ltd. (NASDAQ:MLNX). National Bank Of Montreal Can has invested 0% in Mellanox Technologies, Ltd. (NASDAQ:MLNX).

Since August 28, 2017, it had 7 insider purchases, and 10 sales for $4.50 million activity. Shares for $32,741 were bought by Olson Jon A. Shares for $26,600 were bought by Khazam Jonathan. On Thursday, February 1 Waldman Eyal sold $128,825 worth of Mellanox Technologies, Ltd. (NASDAQ:MLNX) or 1,975 shares. Shulman Yakov (Jacob) sold $827,730 worth of Mellanox Technologies, Ltd. (NASDAQ:MLNX) on Tuesday, January 2. 5,000 Mellanox Technologies, Ltd. (NASDAQ:MLNX) shares with value of $225,050 were sold by Kagan Michael. $356,815 worth of Mellanox Technologies, Ltd. (NASDAQ:MLNX) was sold by Dorchak Glenda.

Picton Mahoney Asset Management, which manages about $1.33 billion US Long portfolio, decreased its stake in T Mobile Us Inc (NYSE:TMUS) by 18,425 shares to 211,375 shares, valued at $13.04 million in 2017Q3, according to the filing. It also reduced its holding in Kraft Heinz Co by 5,500 shares in the quarter, leaving it with 121,150 shares, and cut its stake in American Finl Group Inc Ohio (NYSE:AFG).

Since August 24, 2017, it had 0 buys, and 6 sales for $27.32 million activity. Another trade for 15,642 shares valued at $2.42 million was sold by Riccio Daniel J.. Shares for $9.78 million were sold by AHRENDTS ANGELA J on Tuesday, October 3. Srouji Johny sold $948,612 worth of stock. 268,623 shares were sold by COOK TIMOTHY D, worth $43.15M on Thursday, August 24.

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