As Teva Pharmaceutical Inds LTD (TEVA) Stock Declined, Shareholder Capital Management Raised Position; As Skyworks Solutions (SWKS) Market Valuation Rose, Shareholder Morgens Waterfall Vintiadis & Co Increased Its Holding

December 16, 2017 - By Henry Gaston

Capital Management Corp increased its stake in Teva Pharmaceutical Inds Ltd (TEVA) by 5.92% based on its latest 2017Q2 regulatory filing with the SEC. Capital Management Corp bought 14,074 shares as the company’s stock declined 15.11% while stock markets rallied. The institutional investor held 251,784 shares of the major pharmaceuticals company at the end of 2017Q2, valued at $8.36M, up from 237,710 at the end of the previous reported quarter. Capital Management Corp who had been investing in Teva Pharmaceutical Inds Ltd for a number of months, seems to be bullish on the $18.91B market cap company. The stock increased 7.57% or $1.31 during the last trading session, reaching $18.61. About 66.14M shares traded or 157.39% up from the average. Teva Pharmaceutical Industries Limited (NYSE:TEVA) has declined 41.70% since December 16, 2016 and is downtrending. It has underperformed by 58.40% the S&P500.

Morgens Waterfall Vintiadis & Co Inc increased its stake in Skyworks Solutions Inc (SWKS) by 20.41% based on its latest 2017Q2 regulatory filing with the SEC. Morgens Waterfall Vintiadis & Co Inc bought 5,000 shares as the company’s stock rose 7.80% with the market. The hedge fund held 29,500 shares of the technology company at the end of 2017Q2, valued at $2.83M, up from 24,500 at the end of the previous reported quarter. Morgens Waterfall Vintiadis & Co Inc who had been investing in Skyworks Solutions Inc for a number of months, seems to be bullish on the $17.39B market cap company. The stock increased 0.57% or $0.54 during the last trading session, reaching $94.63. About 3.95M shares traded or 84.91% up from the average. Skyworks Solutions, Inc. (NASDAQ:SWKS) has risen 65.40% since December 16, 2016 and is uptrending. It has outperformed by 48.70% the S&P500.

Investors sentiment decreased to 0.97 in Q2 2017. Its down 0.03, from 1 in 2017Q1. It is negative, as 42 investors sold SWKS shares while 240 reduced holdings. 80 funds opened positions while 193 raised stakes. 146.46 million shares or 0.78% less from 147.62 million shares in 2017Q1 were reported. Pitcairn owns 11,856 shares. Next Financial invested in 0% or 2,584 shares. Moreover, Prelude Mgmt Limited Liability Company has 0.1% invested in Skyworks Solutions, Inc. (NASDAQ:SWKS) for 10,827 shares. Putnam Invs Limited Liability has invested 0% in Skyworks Solutions, Inc. (NASDAQ:SWKS). Hodges Cap Mngmt Incorporated has invested 0.04% in Skyworks Solutions, Inc. (NASDAQ:SWKS). Parkside Finance Financial Bank & reported 236 shares or 0.01% of all its holdings. Kimelman And Baird Ltd Liability Company invested 1.48% in Skyworks Solutions, Inc. (NASDAQ:SWKS). Moreover, Gateway Advisers Lc has 0.13% invested in Skyworks Solutions, Inc. (NASDAQ:SWKS) for 148,656 shares. Teacher Retirement Of Texas holds 0.15% of its portfolio in Skyworks Solutions, Inc. (NASDAQ:SWKS) for 224,745 shares. 62,068 were accumulated by Oppenheimer &. Congress Asset Com Ma has invested 0.12% in Skyworks Solutions, Inc. (NASDAQ:SWKS). Origin Asset Mngmt Llp reported 0.86% stake. Highstreet Asset Management accumulated 723 shares. Kennedy owns 49,595 shares. Moreover, Bnp Paribas Asset Mgmt Hldgs Sa has 0.04% invested in Skyworks Solutions, Inc. (NASDAQ:SWKS).

Among 34 analysts covering Skyworks Solutions Inc. (NASDAQ:SWKS), 28 have Buy rating, 1 Sell and 5 Hold. Therefore 82% are positive. Skyworks Solutions Inc. had 95 analyst reports since July 27, 2015 according to SRatingsIntel. The stock of Skyworks Solutions, Inc. (NASDAQ:SWKS) has “Buy” rating given on Friday, January 29 by Drexel Hamilton. The stock has “Underweight” rating by Morgan Stanley on Wednesday, December 13. The firm has “Buy” rating given on Friday, July 24 by Topeka Capital Markets. The firm earned “Buy” rating on Friday, July 24 by Ascendiant Capital Markets. The company was maintained on Friday, January 20 by Mizuho. The company was maintained on Friday, January 8 by Canaccord Genuity. Cowen & Co maintained the stock with “Hold” rating in Wednesday, December 13 report. The stock of Skyworks Solutions, Inc. (NASDAQ:SWKS) has “Buy” rating given on Friday, April 29 by Mizuho. The company was upgraded on Tuesday, October 4 by Charter Equity. The stock of Skyworks Solutions, Inc. (NASDAQ:SWKS) has “Underperform” rating given on Wednesday, May 25 by CLSA.

Since August 29, 2017, it had 0 insider purchases, and 3 insider sales for $2.07 million activity. Shares for $260,948 were sold by GRIFFIN LIAM.

Morgens Waterfall Vintiadis & Co Inc, which manages about $187.68M and $102.97M US Long portfolio, decreased its stake in Medidata Solutions Inc (NASDAQ:MDSO) by 7,100 shares to 15,400 shares, valued at $1.20M in 2017Q2, according to the filing. It also reduced its holding in On Semiconductor Corp (ONNN) by 35,000 shares in the quarter, leaving it with 196,000 shares, and cut its stake in Spdr Series Trust (KRE).

Among 32 analysts covering Teva Pharma (NYSE:TEVA), 8 have Buy rating, 5 Sell and 19 Hold. Therefore 25% are positive. Teva Pharma had 119 analyst reports since July 21, 2015 according to SRatingsIntel. The firm earned “Neutral” rating on Friday, August 4 by Credit Suisse. The stock of Teva Pharmaceutical Industries Limited (NYSE:TEVA) has “Buy” rating given on Friday, October 30 by Jefferies. The stock of Teva Pharmaceutical Industries Limited (NYSE:TEVA) has “Underperform” rating given on Wednesday, September 6 by JMP Securities. Goldman Sachs maintained the shares of TEVA in report on Monday, August 10 with “Buy” rating. The firm earned “Underperform” rating on Friday, November 3 by RBC Capital Markets. Mizuho upgraded the shares of TEVA in report on Friday, June 16 to “Buy” rating. On Tuesday, January 31 the stock rating was upgraded by Bank of America to “Buy”. The stock has “Buy” rating by Mizuho on Thursday, August 25. The stock of Teva Pharmaceutical Industries Limited (NYSE:TEVA) earned “Buy” rating by Guggenheim on Friday, December 4. The firm earned “Outperform” rating on Wednesday, April 5 by Cowen & Co.