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As Microsemi (MSCC) Stock Value Rose, Holder Ivory Investment Management LP Has Cut Its Holding; As Applied Matls (AMAT) Valuation Rose, San Francisco Sentry Investment Group Ca Lifted by $310,539 Its Stake

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Curtis Macnguyen decreased its stake in Microsemi Corp (MSCC) by 55.5% based on its latest 2017Q4 regulatory filing with the SEC. Ivory Investment Management Lp sold 281,627 shares as the company’s stock rose 25.52% while stock markets declined. The hedge fund run by Curtis Macnguyen held 225,773 shares of the semiconductors company at the end of 2017Q4, valued at $11.66M, down from 507,400 at the end of the previous reported quarter. Ivory Investment Management Lp who had been investing in Microsemi Corp for a number of months, seems to be less bullish one the $8.09 billion market cap company. The stock decreased 0.01% or $0.01 during the last trading session, reaching $68.6. About 2.84 million shares traded. Microsemi Corporation (NASDAQ:MSCC) has risen 27.25% since May 23, 2017 and is uptrending. It has outperformed by 15.70% the S&P500.

San Francisco Sentry Investment Group Ca increased its stake in Applied Matls Inc (AMAT) by 50.13% based on its latest 2017Q4 regulatory filing with the SEC. San Francisco Sentry Investment Group Ca bought 6,089 shares as the company’s stock rose 6.49% while stock markets declined. The institutional investor held 18,236 shares of the technology company at the end of 2017Q4, valued at $932,000, up from 12,147 at the end of the previous reported quarter. San Francisco Sentry Investment Group Ca who had been investing in Applied Matls Inc for a number of months, seems to be bullish on the $52.80B market cap company. The stock increased 0.50% or $0.25 during the last trading session, reaching $50.25. About 14.01M shares traded. Applied Materials, Inc. (NASDAQ:AMAT) has risen 42.67% since May 23, 2017 and is uptrending. It has outperformed by 31.12% the S&P500.

San Francisco Sentry Investment Group Ca, which manages about $245.76M and $341.62 million US Long portfolio, decreased its stake in Nvidia Corp (NASDAQ:NVDA) by 2,742 shares to 7,010 shares, valued at $1.36M in 2017Q4, according to the filing. It also reduced its holding in Ishares Tr (IYC) by 2,080 shares in the quarter, leaving it with 3,590 shares, and cut its stake in Jpmorgan Chase & Co (NYSE:JPM).

Among 28 analysts covering Applied Materials Inc. (NASDAQ:AMAT), 25 have Buy rating, 0 Sell and 3 Hold. Therefore 89% are positive. Applied Materials Inc. had 124 analyst reports since August 4, 2015 according to SRatingsIntel. As per Thursday, February 15, the company rating was maintained by Stifel Nicolaus. The firm has “Buy” rating by DA Davidson given on Monday, July 10. As per Friday, June 10, the company rating was maintained by RBC Capital Markets. The rating was maintained by Pacific Crest with “Overweight” on Tuesday, August 11. On Monday, August 17 the stock rating was maintained by Argus Research with “Buy”. The company was initiated on Tuesday, December 15 by Morgan Stanley. Citigroup downgraded the stock to “Neutral” rating in Friday, October 23 report. The firm has “Overweight” rating by Pacific Crest given on Thursday, March 10. The rating was maintained by B. Riley & Co with “Neutral” on Monday, November 9. The stock of Applied Materials, Inc. (NASDAQ:AMAT) has “Buy” rating given on Tuesday, June 13 by UBS.

Investors sentiment decreased to 0.86 in 2017 Q4. Its down 0.20, from 1.06 in 2017Q3. It dived, as 52 investors sold AMAT shares while 367 reduced holdings. 113 funds opened positions while 249 raised stakes. 797.20 million shares or 1.72% less from 811.15 million shares in 2017Q3 were reported. Shelton Capital Mgmt holds 208,701 shares. First Midwest Bancshares Division reported 71,282 shares stake. Boston Family Office Ltd Limited Liability Company has invested 0.03% in Applied Materials, Inc. (NASDAQ:AMAT). Brighton Jones Llc has invested 0.05% of its portfolio in Applied Materials, Inc. (NASDAQ:AMAT). 57,600 were accumulated by Ionic Capital Management Limited Liability Company. Intrust Financial Bank Na owns 6,121 shares. Cornerstone Cap Mgmt Ltd Liability Corporation has invested 0.3% in Applied Materials, Inc. (NASDAQ:AMAT). Invesco Limited reported 14.58 million shares or 0.27% of all its holdings. Mairs And owns 8,327 shares. Ameriprise Fincl has invested 0.4% in Applied Materials, Inc. (NASDAQ:AMAT). Virtus Invest Advisers owns 103,464 shares for 0.58% of their portfolio. Swedbank owns 3.95M shares. Michigan-based Cranbrook Wealth Ltd has invested 0.02% in Applied Materials, Inc. (NASDAQ:AMAT). Andra Ap holds 0.11% or 97,400 shares. Cibc Ww Markets holds 551,125 shares.

More notable recent Applied Materials, Inc. (NASDAQ:AMAT) news were published by: 247Wallst.com which released: “Applied Materials Brings Havoc to Semiconductor Capital Equipment Space” on May 18, 2018, also Seekingalpha.com with their article: “Semi capital equipment stocks move on Citi note” published on May 14, 2018, Nasdaq.com published: “Investor Fears in Applied Materials, Inc. Are Overblown — Profit From Them” on May 18, 2018. More interesting news about Applied Materials, Inc. (NASDAQ:AMAT) were released by: Globenewswire.com and their article: “Applied Materials to Present at Upcoming Investor Conferences” published on May 18, 2018 as well as Nasdaq.com‘s news article titled: “Applied Materials, Inc. Stock Was Hammered by Earnings, Time to Profit” with publication date: May 21, 2018.

Since December 29, 2017, it had 0 insider purchases, and 4 sales for $10.41 million activity. Nalamasu Omkaram sold $2.83M worth of Applied Materials, Inc. (NASDAQ:AMAT) on Tuesday, January 2. 4,000 Applied Materials, Inc. (NASDAQ:AMAT) shares with value of $214,680 were sold by Forrest Stephen R. Iannotti Thomas J also sold $922,050 worth of Applied Materials, Inc. (NASDAQ:AMAT) on Thursday, March 8.

Since December 8, 2017, it had 0 buys, and 5 insider sales for $1.03 million activity. 3,968 shares were sold by Goerner Frederick C, worth $204,397 on Friday, December 8. Another trade for 2,090 shares valued at $138,841 was sold by Goren David.

More notable recent Microsemi Corporation (NASDAQ:MSCC) news were published by: Seekingalpha.com which released: “Microsemi gains on reports of deal approval” on May 07, 2018, also Streetinsider.com with their article: “Microchip Technology (MCHP) Granted China Antitrust Clearance for Microsemi (MSCC) Acquisition” published on May 15, 2018, Digitaljournal.com published: “NASDAQ:MSCC Investor Alert: Lawsuit Filed Against Acquisition of Microsemi Corporation” on May 02, 2018. More interesting news about Microsemi Corporation (NASDAQ:MSCC) were released by: Prnewswire.com and their article: “Microsemi Wins “Outstanding Components Vendor” Award from Light Reading” published on May 23, 2018 as well as Seekingalpha.com‘s news article titled: “Beijing Approves Microchip Deal, Boding Well For Qualcomm-NXP” with publication date: May 17, 2018.

Ivory Investment Management Lp, which manages about $3.62 billion and $1.75 billion US Long portfolio, upped its stake in Fireeye Inc (NASDAQ:FEYE) by 431,304 shares to 3.56M shares, valued at $50.53 million in 2017Q4, according to the filing. It also increased its holding in Amc Entmt Hldgs Inc (NYSE:AMC) by 819,515 shares in the quarter, for a total of 1.21M shares, and has risen its stake in Kraft Heinz Co.

Applied Materials, Inc. (NASDAQ:AMAT) Institutional Positions Chart

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