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Schweitzer (SWM) Stock Price Declined While Cambiar Investors Has Cut by $3.94 Million Its Holding; As Imperva (IMPV) Stock Rose, Holder Eminence Capital LP Has Decreased Position by $16.03 Million

Cambiar Investors Llc decreased its stake in Schweitzer (SWM) by 23.97% based on its latest 2017Q3 regulatory filing with the SEC. Cambiar Investors Llc sold 96,178 shares as the company’s stock declined 8.33% while stock markets rallied. The institutional investor held 305,025 shares of the basic industries company at the end of 2017Q3, valued at $12.65M, down from 401,203 at the end of the previous reported quarter. Cambiar Investors Llc who had been investing in Schweitzer for a number of months, seems to be less bullish one the $1.22B market cap company. The stock decreased 0.72% or $0.29 during the last trading session, reaching $39.82. About 96,591 shares traded. Schweitzer-Mauduit International, Inc. (NYSE:SWM) has risen 12.52% since February 23, 2017 and is uptrending. It has underperformed by 4.18% the S&P500.

Ricky Sandler decreased its stake in Imperva Inc (IMPV) by 11.37% based on its latest 2017Q3 regulatory filing with the SEC. Eminence Capital Lp sold 372,690 shares as the company’s stock rose 3.83% with the market. The hedge fund run by Ricky Sandler held 2.90 million shares of the technology company at the end of 2017Q3, valued at $126.08 million, down from 3.28M at the end of the previous reported quarter. Eminence Capital Lp who had been investing in Imperva Inc for a number of months, seems to be less bullish one the $1.63B market cap company. The stock increased 1.59% or $0.75 during the last trading session, reaching $47.85. About 102,179 shares traded. Imperva, Inc. (NYSE:IMPV) has risen 38.26% since February 23, 2017 and is uptrending. It has outperformed by 21.56% the S&P500.

Investors sentiment increased to 1.38 in Q3 2017. Its up 0.06, from 1.32 in 2017Q2. It increased, as 16 investors sold SWM shares while 42 reduced holdings. 20 funds opened positions while 60 raised stakes. 26.05 million shares or 0.38% more from 25.95 million shares in 2017Q2 were reported. Jpmorgan Chase And has invested 0.01% in Schweitzer-Mauduit International, Inc. (NYSE:SWM). Moreover, Profund Advsrs Ltd Llc has 0.01% invested in Schweitzer-Mauduit International, Inc. (NYSE:SWM) for 5,416 shares. State Teachers Retirement has invested 0.01% in Schweitzer-Mauduit International, Inc. (NYSE:SWM). Hbk Investments Lp holds 0% or 7,982 shares in its portfolio. Navellier Associate reported 0.58% stake. 50,300 are owned by Swiss Savings Bank. D E Shaw And Company Inc holds 64,713 shares or 0% of its portfolio. Tiaa Cref Investment Mgmt Ltd Com holds 0.01% or 242,811 shares in its portfolio. Macquarie Ltd has 0% invested in Schweitzer-Mauduit International, Inc. (NYSE:SWM). State Street Corporation invested in 0% or 790,290 shares. Tower Research Capital Limited Liability Co (Trc) reported 0.01% stake. Ameritas Invest Ptnrs, a Nebraska-based fund reported 2,615 shares. Cornercap Invest Counsel Incorporated owns 65,170 shares. Guggenheim Capital holds 0.01% or 126,839 shares in its portfolio. Deutsche Comml Bank Ag holds 139,620 shares.

Cambiar Investors Llc, which manages about $8.42 billion and $6.37B US Long portfolio, upped its stake in Treehouse Foods Inc (NYSE:THS) by 289,857 shares to 539,559 shares, valued at $36.54 million in 2017Q3, according to the filing. It also increased its holding in Bhp Billiton Plc (NYSE:BBL) by 222,160 shares in the quarter, for a total of 5.42 million shares, and has risen its stake in Penske Automotive Grp Inc (NYSE:PAG).

Among 3 analysts covering Schweitzer-Mauduit (NYSE:SWM), 2 have Buy rating, 0 Sell and 1 Hold. Therefore 67% are positive. Schweitzer-Mauduit had 3 analyst reports since August 24, 2015 according to SRatingsIntel. Drexel Hamilton initiated the shares of SWM in report on Thursday, June 23 with “Buy” rating. The rating was upgraded by Sidoti to “Neutral” on Monday, August 24.

Analysts await Imperva, Inc. (NASDAQ:IMPV) to report earnings on May, 3. They expect $-0.28 earnings per share, up 3.45% or $0.01 from last year’s $-0.29 per share. After $0.11 actual earnings per share reported by Imperva, Inc. for the previous quarter, Wall Street now forecasts -354.55% negative EPS growth.

Investors sentiment decreased to 1.43 in Q3 2017. Its down 0.17, from 1.6 in 2017Q2. It dropped, as 24 investors sold IMPV shares while 39 reduced holdings. 29 funds opened positions while 61 raised stakes. 29.31 million shares or 0.63% more from 29.13 million shares in 2017Q2 were reported. Mirae Asset Glob Invs Com has 22,868 shares for 0.02% of their portfolio. Stanley reported 0.18% in Imperva, Inc. (NASDAQ:IMPV). Her Majesty The Queen In Right Of The Province Of Alberta As Represented By Alberta Mngmt holds 0% or 7,600 shares in its portfolio. Commercial Bank Of New York Mellon Corporation invested in 150,752 shares or 0% of the stock. Quantbot Techs Ltd Partnership holds 24,993 shares. Jpmorgan Chase And accumulated 0.01% or 1.10M shares. Engineers Gate Manager Ltd Partnership invested 0.12% in Imperva, Inc. (NASDAQ:IMPV). 2,940 were accumulated by Ameritas Ptnrs Inc. Tokio Marine Asset Mngmt Communications Limited reported 14,600 shares. Verition Fund Mgmt Limited Com invested in 0.03% or 7,999 shares. Inc stated it has 22,454 shares or 0% of all its holdings. Alliancebernstein LP has 0% invested in Imperva, Inc. (NASDAQ:IMPV). Retirement Systems Of Alabama stated it has 0.02% of its portfolio in Imperva, Inc. (NASDAQ:IMPV). Asset Management One Limited reported 26,364 shares. Robeco Institutional Asset Bv reported 52,500 shares.

Eminence Capital Lp, which manages about $10.55B and $6.18 billion US Long portfolio, upped its stake in Us Foods Hldg Corp by 405,187 shares to 7.97M shares, valued at $212.92 million in 2017Q3, according to the filing. It also increased its holding in Cornerstone Ondemand Inc (NASDAQ:CSOD) by 2.39 million shares in the quarter, for a total of 5.47 million shares, and has risen its stake in Forest City Rlty Tr Inc.

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