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Broadsoft (BSFT) Holder P2 Capital Partners Has Trimmed Its Stake; Wayfair (W) Holder Zevenbergen Capital Investments Increased Its Holding by $13.07 Million

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Claus Moller decreased its stake in Broadsoft Inc (BSFT) by 44.44% based on its latest 2017Q4 regulatory filing with the SEC. P2 Capital Partners Llc sold 1.00M shares as the company’s stock 0.00% . The hedge fund run by Claus Moller held 1.25M shares of the technology company at the end of 2017Q4, valued at $68.63M, down from 2.25M at the end of the previous reported quarter. P2 Capital Partners Llc who had been investing in Broadsoft Inc for a number of months, seems to be less bullish one the $ market cap company. It closed at $54.9 lastly. It is up 0.00% since May 6, 2017 and is . It has underperformed by 11.55% the S&P500.

Zevenbergen Capital Investments Llc increased its stake in Wayfair Inc. (W) by 35.43% based on its latest 2017Q4 regulatory filing with the SEC. Zevenbergen Capital Investments Llc bought 163,415 shares as the company’s stock declined 16.33% with the market. The institutional investor held 624,605 shares of the catalog and specialty distribution company at the end of 2017Q4, valued at $50.14 million, up from 461,190 at the end of the previous reported quarter. Zevenbergen Capital Investments Llc who had been investing in Wayfair Inc. for a number of months, seems to be bullish on the $7.12B market cap company. The stock increased 5.20% or $3.96 during the last trading session, reaching $80.13. About 2.53M shares traded or 12.00% up from the average. Wayfair Inc. (NYSE:W) has risen 69.10% since May 6, 2017 and is uptrending. It has outperformed by 57.55% the S&P500.

Since December 18, 2017, it had 0 buys, and 2 insider sales for $487,590 activity.

Investors sentiment decreased to 0.74 in 2017 Q4. Its down 0.22, from 0.96 in 2017Q3. It dropped, as 59 investors sold BSFT shares while 42 reduced holdings. 45 funds opened positions while 30 raised stakes. 34.83 million shares or 3.81% more from 33.56 million shares in 2017Q3 were reported. Sg Americas Ltd has invested 0.02% in BroadSoft, Inc. (NASDAQ:BSFT). State Street has invested 0% in BroadSoft, Inc. (NASDAQ:BSFT). Jefferies Gru Ltd Liability Com accumulated 0% or 5,343 shares. Zurcher Kantonalbank (Zurich Cantonalbank) invested in 0% or 1,452 shares. Schwab Charles Inv reported 157,555 shares. Canada Pension Plan Inv Board holds 0% or 29,100 shares. Pnc Finance Serv Group holds 54,256 shares. Geode Capital Lc stated it has 276,847 shares. Citadel Advsrs Ltd Liability Company reported 9,583 shares. Glazer Cap Ltd Liability Corporation holds 0.04% or 5,000 shares. Citigroup Incorporated holds 0.05% of its portfolio in BroadSoft, Inc. (NASDAQ:BSFT) for 1.11M shares. Financial Bank Of Montreal Can holds 225,098 shares or 0.01% of its portfolio. Omni Partners Llp holds 4,719 shares or 0.04% of its portfolio. Credit Suisse Ag stated it has 0% in BroadSoft, Inc. (NASDAQ:BSFT). Oppenheimer Asset Mngmt Inc owns 0.02% invested in BroadSoft, Inc. (NASDAQ:BSFT) for 16,888 shares.

P2 Capital Partners Llc, which manages about $1.22 billion and $847.72 million US Long portfolio, upped its stake in Acadia Healthcare Company In (NASDAQ:ACHC) by 1.77M shares to 2.93 million shares, valued at $95.44M in 2017Q4, according to the filing. It also increased its holding in Ebix Inc (NASDAQ:EBIX) by 124,384 shares in the quarter, for a total of 504,288 shares, and has risen its stake in Maximus Inc (NYSE:MMS).

Among 11 analysts covering Broadsoft (NASDAQ:BSFT), 4 have Buy rating, 0 Sell and 7 Hold. Therefore 36% are positive. Broadsoft had 30 analyst reports since November 5, 2015 according to SRatingsIntel. The stock of BroadSoft, Inc. (NASDAQ:BSFT) has “Buy” rating given on Wednesday, June 14 by William Blair. As per Wednesday, November 15, the company rating was downgraded by Raymond James. The stock of BroadSoft, Inc. (NASDAQ:BSFT) earned “Hold” rating by Northland Capital on Friday, November 17. The rating was maintained by Raymond James with “Strong Buy” on Tuesday, August 2. On Thursday, November 5 the stock rating was maintained by Needham with “Buy”. The rating was maintained by Jefferies on Tuesday, August 2 with “Buy”. The stock has “Buy” rating by Needham on Tuesday, November 1. The firm has “Hold” rating given on Tuesday, October 24 by Dougherty. The stock of BroadSoft, Inc. (NASDAQ:BSFT) earned “Buy” rating by William Blair on Wednesday, May 31. Wells Fargo maintained the stock with “Buy” rating in Monday, June 19 report.

Since December 12, 2017, it had 1 insider buy, and 76 selling transactions for $12.91 million activity. $269,836 worth of Wayfair Inc. (NYSE:W) shares were sold by Shah Niraj. Savarese James sold $351,668 worth of stock. $62,473 worth of Wayfair Inc. (NYSE:W) was sold by Oblak Steve. $187,540 worth of Wayfair Inc. (NYSE:W) was sold by Conine Steven on Monday, January 29. Mulliken John Champlin sold $58,998 worth of Wayfair Inc. (NYSE:W) on Thursday, February 15. Another trade for 6,433 shares valued at $426,058 was sold by FLEISHER MICHAEL D.

Investors sentiment decreased to 1.23 in Q4 2017. Its down 0.40, from 1.63 in 2017Q3. It worsened, as 41 investors sold W shares while 50 reduced holdings. 48 funds opened positions while 64 raised stakes. 61.87 million shares or 6.68% more from 58.00 million shares in 2017Q3 were reported. Bnp Paribas Arbitrage Sa has invested 0% in Wayfair Inc. (NYSE:W). Moreover, Northwestern Mutual Wealth Mngmt Co has 0% invested in Wayfair Inc. (NYSE:W). Blackrock reported 1.62M shares. First Mercantile, Tennessee-based fund reported 6,600 shares. Howe Rusling reported 31 shares. Hanseatic Management Services invested in 0.28% or 3,414 shares. California State Teachers Retirement System accumulated 60,859 shares or 0.01% of the stock. Zevenbergen Invs Lc owns 624,605 shares for 2.09% of their portfolio. Glg Partners Lp reported 40,319 shares. Moreover, Jennison Associate Lc has 0.02% invested in Wayfair Inc. (NYSE:W). Moreover, Wasatch Advisors has 1.23% invested in Wayfair Inc. (NYSE:W) for 1.15 million shares. Royal Savings Bank Of Canada holds 37,643 shares or 0% of its portfolio. Jefferies Group Inc Limited Liability Co invested 0% in Wayfair Inc. (NYSE:W). Gp Inc has 0% invested in Wayfair Inc. (NYSE:W). 18,076 are held by Northeast Inv Mngmt.

Among 33 analysts covering Wayfair LLC (NYSE:W), 15 have Buy rating, 2 Sell and 16 Hold. Therefore 45% are positive. Wayfair LLC had 96 analyst reports since July 31, 2015 according to SRatingsIntel. The rating was maintained by Canaccord Genuity with “Buy” on Thursday, May 3. The company was maintained on Wednesday, May 2 by Loop Capital Markets. The rating was downgraded by OTR on Friday, October 2 to “Negative”. The company was initiated on Monday, April 25 by JP Morgan. Citigroup maintained Wayfair Inc. (NYSE:W) rating on Friday, August 14. Citigroup has “Neutral” rating and $45 target. The firm has “Buy” rating given on Friday, August 4 by Oppenheimer. The stock of Wayfair Inc. (NYSE:W) has “Neutral” rating given on Monday, April 30 by Wedbush. The rating was initiated by Sterne Agee CRT with “Neutral” on Wednesday, April 6. The rating was upgraded by Raymond James to “Strong Buy” on Tuesday, November 10. The firm earned “Neutral” rating on Thursday, June 16 by Longbow.

Zevenbergen Capital Investments Llc, which manages about $2.92B and $2.40 billion US Long portfolio, decreased its stake in Nvidia Corporation (NASDAQ:NVDA) by 3,455 shares to 388,110 shares, valued at $75.10 million in 2017Q4, according to the filing. It also reduced its holding in Alphabet Inc. Class A by 966 shares in the quarter, leaving it with 34,442 shares, and cut its stake in Netflix Inc. (NASDAQ:NFLX).

More notable recent Wayfair Inc. (NYSE:W) news were published by: Benzinga.com which released: “Rising Customer Acquisition Costs Could Pressure Wayfair, Wedbush Says Ahead Of Q1 Print” on April 30, 2018, also Seekingalpha.com with their article: “Wayfair: Unlocking Huge Potential” published on May 03, 2018, Benzinga.com published: “Piper Jaffray: Wayfair’s ‘Way Day’ Could Land Retailer New Customers” on April 18, 2018. More interesting news about Wayfair Inc. (NYSE:W) were released by: Seekingalpha.com and their article: “Wayfair: E-Commerce And A Widening Moat” published on April 11, 2018 as well as Seekingalpha.com‘s news article titled: “Wayfair sees 33% jump in active customers” with publication date: May 02, 2018.

Wayfair Inc. (NYSE:W) Institutional Positions Chart

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