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Timucuan Asset Management Has Decreased Hexcel (HXL) Position as Stock Value Rose; Scharf Investments Stake in O Reilly Automotive New (ORLY) Has Increased as Market Valuation Declined

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Scharf Investments Llc increased its stake in O Reilly Automotive Inc New (ORLY) by 95.23% based on its latest 2017Q4 regulatory filing with the SEC. Scharf Investments Llc bought 1,818 shares as the company’s stock declined 1.46% with the market. The institutional investor held 3,727 shares of the consumer services company at the end of 2017Q4, valued at $896,000, up from 1,909 at the end of the previous reported quarter. Scharf Investments Llc who had been investing in O Reilly Automotive Inc New for a number of months, seems to be bullish on the $18.71B market cap company. The stock increased 0.92% or $2.05 during the last trading session, reaching $224.63. About 1.06 million shares traded or 14.52% up from the average. O'Reilly Automotive, Inc. (NASDAQ:ORLY) has declined 11.43% since April 25, 2017 and is downtrending. It has underperformed by 22.98% the S&P500.

Timucuan Asset Management Inc decreased its stake in Hexcel Corporation (HXL) by 3.71% based on its latest 2017Q4 regulatory filing with the SEC. Timucuan Asset Management Inc sold 62,169 shares as the company’s stock rose 3.38% while stock markets declined. The hedge fund held 1.61M shares of the major chemicals company at the end of 2017Q4, valued at $99.67M, down from 1.67 million at the end of the previous reported quarter. Timucuan Asset Management Inc who had been investing in Hexcel Corporation for a number of months, seems to be less bullish one the $6.06 billion market cap company. The stock increased 3.86% or $2.51 during the last trading session, reaching $67.56. About 1.31 million shares traded or 160.25% up from the average. Hexcel Corporation (NYSE:HXL) has risen 21.76% since April 25, 2017 and is uptrending. It has outperformed by 10.21% the S&P500.

Investors sentiment decreased to 0.76 in 2017 Q4. Its down 0.17, from 0.93 in 2017Q3. It worsened, as 52 investors sold ORLY shares while 233 reduced holdings. 74 funds opened positions while 144 raised stakes. 69.25 million shares or 2.81% less from 71.25 million shares in 2017Q3 were reported. Lombard Odier Asset Mgmt (Switzerland) holds 0.02% in O'Reilly Automotive, Inc. (NASDAQ:ORLY) or 916 shares. Wisconsin-based Northwestern Mutual Wealth Management has invested 0% in O'Reilly Automotive, Inc. (NASDAQ:ORLY). Comerica Natl Bank invested 0.04% of its portfolio in O'Reilly Automotive, Inc. (NASDAQ:ORLY). Cullen Frost Bankers holds 0.2% in O'Reilly Automotive, Inc. (NASDAQ:ORLY) or 25,895 shares. Todd Asset Mngmt Llc holds 0.34% or 52,063 shares. California-based Schwab Charles Inv Mgmt has invested 0.06% in O'Reilly Automotive, Inc. (NASDAQ:ORLY). Brandywine Invest Mngmt Lc reported 19,066 shares. Bluecrest Cap Mgmt reported 0.02% of its portfolio in O'Reilly Automotive, Inc. (NASDAQ:ORLY). The Ohio-based Fort Washington Advsrs Inc Oh has invested 0% in O'Reilly Automotive, Inc. (NASDAQ:ORLY). Bank & Trust Of Nova Scotia holds 0.02% of its portfolio in O'Reilly Automotive, Inc. (NASDAQ:ORLY) for 17,683 shares. Cambridge Advsrs holds 1,430 shares or 0.12% of its portfolio. Verition Fund Mngmt Ltd Liability Co accumulated 1,489 shares. Wellington Management Llp owns 0.06% invested in O'Reilly Automotive, Inc. (NASDAQ:ORLY) for 1.10M shares. Cibc Asset Management accumulated 0.02% or 14,022 shares. Ftb Advsrs Incorporated accumulated 48 shares.

Since January 2, 2018, it had 0 insider buys, and 12 selling transactions for $12.66 million activity. 10,000 O'Reilly Automotive, Inc. (NASDAQ:ORLY) shares with value of $2.75M were sold by FLETCHER JEREMY ADAM. $19,421 worth of O'Reilly Automotive, Inc. (NASDAQ:ORLY) was sold by DUMAS ROBERT ALLEN. $98,068 worth of O'Reilly Automotive, Inc. (NASDAQ:ORLY) was sold by MURPHY JOHN RAYMOND. $375,999 worth of stock was sold by ELLIS LARRY LEE on Friday, February 23. The insider Groves Jeffrey Lynn sold 5,000 shares worth $1.35 million. $250,994 worth of O'Reilly Automotive, Inc. (NASDAQ:ORLY) was sold by JOHNSON RANDY.

Scharf Investments Llc, which manages about $2.69 billion and $4.41B US Long portfolio, decreased its stake in Apple Inc (NASDAQ:AAPL) by 50,981 shares to 970,251 shares, valued at $164.20 million in 2017Q4, according to the filing. It also reduced its holding in Cvs Health Corp (NYSE:CVS) by 703,148 shares in the quarter, leaving it with 1.76 million shares, and cut its stake in Cognizant Technology Solutio (NASDAQ:CTSH).

Among 27 analysts covering O’Reilly Automotive (NASDAQ:ORLY), 16 have Buy rating, 0 Sell and 11 Hold. Therefore 59% are positive. O’Reilly Automotive had 76 analyst reports since July 30, 2015 according to SRatingsIntel. The rating was maintained by Bank of America on Tuesday, September 5 with “Buy”. The stock of O'Reilly Automotive, Inc. (NASDAQ:ORLY) has “Neutral” rating given on Thursday, February 8 by Credit Suisse. Cleveland upgraded O'Reilly Automotive, Inc. (NASDAQ:ORLY) on Thursday, April 14 to “Buy” rating. The rating was initiated by Jefferies with “Buy” on Tuesday, September 15. Credit Suisse maintained the shares of ORLY in report on Thursday, October 26 with “Neutral” rating. The firm has “Hold” rating by Goldman Sachs given on Thursday, July 6. The company was upgraded on Wednesday, December 13 by RBC Capital Markets. Bank of America downgraded O'Reilly Automotive, Inc. (NASDAQ:ORLY) on Friday, July 7 to “Neutral” rating. The rating was initiated by Susquehanna on Friday, August 26 with “Positive”. The firm has “Buy” rating by Oppenheimer given on Wednesday, August 9.

Timucuan Asset Management Inc, which manages about $1.01B and $1.26 billion US Long portfolio, upped its stake in Berkshire Hathaway Inc Del Cl (BRKB) by 5,090 shares to 446,251 shares, valued at $88.46 million in 2017Q4, according to the filing. It also increased its holding in Dolby Laboratories Inc Com (NYSE:DLB) by 8,110 shares in the quarter, for a total of 1.22 million shares, and has risen its stake in Laboratory Corp Amer Hldgs Com (NYSE:LH).

Since December 12, 2017, it had 0 buys, and 4 selling transactions for $4.86 million activity.

O'Reilly Automotive, Inc. (NASDAQ:ORLY) Institutional Positions Chart

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