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Lombard Odier Asset Management Switzerland Sa Has Lowered Its Edwards Lifesciences (EW) Position by $2.18 Million; Shares Rose; Kensico Capital Management Decreased Its Express Scripts Hldg Co (ESRX) Position by $146.17 Million as Stock Price Declined

Michael Lowenstein decreased its stake in Express Scripts Hldg Co (ESRX) by 52.28% based on its latest 2017Q3 regulatory filing with the SEC. Kensico Capital Management Corp sold 2.32 million shares as the company’s stock declined 14.09% while stock markets rallied. The hedge fund run by Michael Lowenstein held 2.12 million shares of the medical and nursing services company at the end of 2017Q3, valued at $134.07 million, down from 4.44 million at the end of the previous reported quarter. Kensico Capital Management Corp who had been investing in Express Scripts Hldg Co for a number of months, seems to be less bullish one the $43.61 billion market cap company. The stock increased 3.05% or $2.28 during the last trading session, reaching $77. About 3.85M shares traded. Express Scripts Holding Company (NASDAQ:ESRX) has declined 16.92% since February 24, 2017 and is downtrending. It has underperformed by 33.62% the S&P500.

Lombard Odier Asset Management Switzerland Sa decreased its stake in Edwards Lifesciences Corp (EW) by 26.22% based on its latest 2017Q3 regulatory filing with the SEC. Lombard Odier Asset Management Switzerland Sa sold 20,000 shares as the company’s stock rose 25.80% with the market. The institutional investor held 56,273 shares of the industrial specialties company at the end of 2017Q3, valued at $6.15M, down from 76,273 at the end of the previous reported quarter. Lombard Odier Asset Management Switzerland Sa who had been investing in Edwards Lifesciences Corp for a number of months, seems to be less bullish one the $28.49B market cap company. The stock increased 1.47% or $1.97 during the last trading session, reaching $135.64. About 872,504 shares traded. Edwards Lifesciences Corporation (NYSE:EW) has risen 15.41% since February 24, 2017 and is uptrending. It has underperformed by 1.29% the S&P500.

Investors sentiment increased to 0.62 in Q3 2017. Its up 0.06, from 0.56 in 2017Q2. It is positive, as 66 investors sold ESRX shares while 414 reduced holdings. 72 funds opened positions while 224 raised stakes. 486.80 million shares or 2.59% less from 499.72 million shares in 2017Q2 were reported. Chicago Equity Partners Ltd Limited Liability Company has 187,678 shares for 0.38% of their portfolio. Marietta Invest Ptnrs Ltd Liability Corp invested in 18,899 shares or 0.36% of the stock. Moreover, Nippon Life Ins has 0.03% invested in Express Scripts Holding Company (NASDAQ:ESRX) for 24,386 shares. 8,318 were accumulated by Old National Bancshares In. Gabelli Funds Ltd Llc has invested 0.04% in Express Scripts Holding Company (NASDAQ:ESRX). Toronto Dominion Financial Bank owns 226,715 shares for 0.05% of their portfolio. Koch Ind Incorporated has 0.18% invested in Express Scripts Holding Company (NASDAQ:ESRX) for 12,051 shares. Eads Heald Invest Counsel invested in 21,858 shares or 0.86% of the stock. Acropolis Investment Ltd Llc has 0.03% invested in Express Scripts Holding Company (NASDAQ:ESRX). 4,050 were accumulated by Mengis Cap Mngmt. Quebec – Canada-based Caisse De Depot Et Placement Du Quebec has invested 0.07% in Express Scripts Holding Company (NASDAQ:ESRX). 1,073 were reported by Arrow. Gulf Bancshares (Uk) Limited has 192,797 shares. Manufacturers Life Insurance The invested in 0.14% or 1.82 million shares. Charter Tru holds 0.08% of its portfolio in Express Scripts Holding Company (NASDAQ:ESRX) for 10,519 shares.

Among 24 analysts covering Express Scripts (NASDAQ:ESRX), 11 have Buy rating, 4 Sell and 9 Hold. Therefore 46% are positive. Express Scripts had 56 analyst reports since July 30, 2015 according to SRatingsIntel. As per Wednesday, January 24, the company rating was maintained by Mizuho. The firm has “Hold” rating by RBC Capital Markets given on Wednesday, October 25. UBS initiated the shares of ESRX in report on Thursday, October 6 with “Neutral” rating. Jefferies maintained the shares of ESRX in report on Friday, December 15 with “Buy” rating. The company was maintained on Thursday, August 10 by Morgan Stanley. The firm has “Underperform” rating given on Thursday, June 16 by Bernstein. The company was maintained on Thursday, February 18 by Barclays Capital. The stock of Express Scripts Holding Company (NASDAQ:ESRX) has “Equal-Weight” rating given on Thursday, January 21 by Morgan Stanley. The firm has “Outperform” rating given on Wednesday, January 31 by RBC Capital Markets. Leerink Swann maintained Express Scripts Holding Company (NASDAQ:ESRX) rating on Wednesday, March 23. Leerink Swann has “Market Perform” rating and $65 target.

Analysts await Express Scripts Holding Company (NASDAQ:ESRX) to report earnings on February, 27 after the close. They expect $2.09 EPS, up 11.17% or $0.21 from last year’s $1.88 per share. ESRX’s profit will be $1.18 billion for 9.21 P/E if the $2.09 EPS becomes a reality. After $1.90 actual EPS reported by Express Scripts Holding Company for the previous quarter, Wall Street now forecasts 10.00% EPS growth.

Kensico Capital Management Corp, which manages about $7.43 billion and $6.59B US Long portfolio, upped its stake in Lamb Weston Hldgs Inc by 1.32 million shares to 3.64 million shares, valued at $170.68 million in 2017Q3, according to the filing. It also increased its holding in Western Digital Corp (NASDAQ:WDC) by 761,000 shares in the quarter, for a total of 1.09M shares, and has risen its stake in Cheniere Energy Inc (NYSEMKT:LNG).

Lombard Odier Asset Management Switzerland Sa, which manages about $1.03 billion US Long portfolio, upped its stake in Quest Diagnostics Inc (NYSE:DGX) by 5,138 shares to 41,512 shares, valued at $3.89 million in 2017Q3, according to the filing. It also increased its holding in Schein Henry Inc (NASDAQ:HSIC) by 102,500 shares in the quarter, for a total of 180,000 shares, and has risen its stake in Unum Group (NYSE:UNM).

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