Genpact Limited (G) Shareholder Bloom Tree Partners Has Lowered Position by $5.46 Million; Shareholder Bluecrest Capital Management LTD Has Upped Electronic Arts (EA) Holding

March 14, 2018 - By Clifton Ray

Alok Agrawal decreased its stake in Genpact Limited (G) by 8.34% based on its latest 2017Q3 regulatory filing with the SEC. Bloom Tree Partners Llc sold 194,896 shares as the company’s stock rose 10.60% with the market. The hedge fund run by Alok Agrawal held 2.14 million shares of the professional services company at the end of 2017Q3, valued at $61.62M, down from 2.34 million at the end of the previous reported quarter. Bloom Tree Partners Llc who had been investing in Genpact Limited for a number of months, seems to be less bullish one the $6.24 billion market cap company. The stock decreased 0.06% or $0.02 during the last trading session, reaching $32.27. About 703,861 shares traded. Genpact Limited (NYSE:G) has declined 1.49% since March 14, 2017 and is downtrending. It has underperformed by 18.19% the S&P500.

Bluecrest Capital Management Ltd increased its stake in Electronic Arts Inc (EA) by 339.23% based on its latest 2017Q3 regulatory filing with the SEC. Bluecrest Capital Management Ltd bought 166,144 shares as the company’s stock rose 23.30% with the market. The institutional investor held 215,121 shares of the prepackaged software company at the end of 2017Q3, valued at $25.40M, up from 48,977 at the end of the previous reported quarter. Bluecrest Capital Management Ltd who had been investing in Electronic Arts Inc for a number of months, seems to be bullish on the $38.82 billion market cap company. The stock decreased 1.21% or $1.55 during the last trading session, reaching $126.57. About 2.95M shares traded. Electronic Arts Inc. (NASDAQ:EA) has risen 46.45% since March 14, 2017 and is uptrending. It has outperformed by 29.75% the S&P500.

Among 12 analysts covering Genpact Limited (NYSE:G), 7 have Buy rating, 1 Sell and 4 Hold. Therefore 58% are positive. Genpact Limited had 30 analyst reports since August 7, 2015 according to SRatingsIntel. The rating was maintained by BMO Capital Markets with “Hold” on Monday, February 12. On Thursday, August 3 the stock rating was maintained by Cowen & Co with “Buy”. The stock of Genpact Limited (NYSE:G) has “Hold” rating given on Thursday, August 3 by Wedbush. The firm earned “Buy” rating on Wednesday, November 15 by Robert W. Baird. The firm has “Buy” rating given on Monday, September 25 by Robert W. Baird. The stock has “Buy” rating by Suntrust Robinson on Thursday, February 18. The firm earned “Buy” rating on Thursday, August 4 by Citigroup. The stock has “Buy” rating by Cowen & Co on Thursday, October 12. The firm earned “Neutral” rating on Wednesday, February 14 by JP Morgan. The rating was downgraded by Morgan Stanley on Wednesday, August 10 to “Underweight”.

Bloom Tree Partners Llc, which manages about $1.41 billion and $995.81 million US Long portfolio, upped its stake in Cdk Global Inc (NASDAQ:CDK) by 645,745 shares to 817,669 shares, valued at $51.59 million in 2017Q3, according to the filing. It also increased its holding in Fleetcor Technologies Inc (NYSE:FLT) by 32,650 shares in the quarter, for a total of 354,501 shares, and has risen its stake in Luxoft Hldg Inc (NYSE:LXFT).

Investors sentiment increased to 1.72 in 2017 Q3. Its up 1.00, from 0.72 in 2017Q2. It improved, as 14 investors sold G shares while 54 reduced holdings. 38 funds opened positions while 79 raised stakes. 174.78 million shares or 1.13% less from 176.78 million shares in 2017Q2 were reported. Parametric Portfolio Associate Ltd has 652,408 shares for 0.02% of their portfolio. Schwab Charles Mgmt invested in 845,327 shares. Ubs Asset Americas Inc invested in 0.02% or 690,220 shares. Quantitative Systematic Strategies Lc owns 15,383 shares for 0.12% of their portfolio. Intrust Fincl Bank Na holds 0.21% or 22,108 shares in its portfolio. Teachers Retirement Systems Of The State Of Kentucky has 0.09% invested in Genpact Limited (NYSE:G) for 259,233 shares. Guggenheim Cap Ltd holds 0% or 22,409 shares. Huntington Bankshares has 0% invested in Genpact Limited (NYSE:G). Prudential holds 0% or 8,817 shares in its portfolio. Macquarie Gp Ltd invested in 0% or 4,400 shares. Moreover, Bluecrest Cap Management Limited has 0.02% invested in Genpact Limited (NYSE:G). Nationwide Fund Advsr has 288,054 shares. State Street Corporation holds 1.89 million shares. Guardian Trust holds 36,100 shares or 0.02% of its portfolio. 56,300 were reported by James Rech.

Analysts await Genpact Limited (NYSE:G) to report earnings on May, 3. They expect $0.33 earnings per share, up 13.79% or $0.04 from last year’s $0.29 per share. G’s profit will be $63.85 million for 24.45 P/E if the $0.33 EPS becomes a reality. After $0.38 actual earnings per share reported by Genpact Limited for the previous quarter, Wall Street now forecasts -13.16% negative EPS growth.

Among 27 analysts covering Electronic Arts (NASDAQ:EA), 24 have Buy rating, 0 Sell and 3 Hold. Therefore 89% are positive. Electronic Arts had 92 analyst reports since July 28, 2015 according to SRatingsIntel. Stifel Nicolaus maintained Electronic Arts Inc. (NASDAQ:EA) rating on Thursday, January 25. Stifel Nicolaus has “Buy” rating and $129.0 target. The firm has “Buy” rating given on Thursday, December 8 by Benchmark. The rating was maintained by Jefferies with “Buy” on Wednesday, November 1. The firm earned “Buy” rating on Wednesday, February 1 by Benchmark. The rating was upgraded by Hilliard Lyons on Tuesday, February 9 to “Buy”. As per Thursday, September 7, the company rating was maintained by BMO Capital Markets. Mizuho maintained the shares of EA in report on Wednesday, February 1 with “Neutral” rating. The rating was maintained by Benchmark on Monday, May 23 with “Buy”. Stifel Nicolaus maintained it with “Buy” rating and $12400 target in Monday, July 10 report. On Wednesday, October 18 the stock rating was maintained by Bank of America with “Buy”.

Since September 20, 2017, it had 0 buys, and 31 sales for $15.57 million activity. 9,000 shares were sold by Wilson Andrew, worth $1.15M. $125,584 worth of stock was sold by Warren Denise on Friday, February 16. Another trade for 6,221 shares valued at $793,015 was sold by HOAG JAY C. Shares for $177,155 were sold by Bruzzo Chris. Schatz Jacob J. had sold 1,000 shares worth $116,320. Singh Vijayanthimala had sold 200 shares worth $21,170.

Investors sentiment increased to 1.15 in 2017 Q3. Its up 0.12, from 1.03 in 2017Q2. It improved, as 35 investors sold EA shares while 217 reduced holdings. 72 funds opened positions while 218 raised stakes. 281.04 million shares or 1.59% less from 285.59 million shares in 2017Q2 were reported. Daiwa Securities Gp Inc stated it has 44,893 shares. Decatur Capital Mngmt Incorporated owns 105,239 shares. Ameritas Inv owns 12,535 shares. Vident Advisory Ltd Liability Com accumulated 0.08% or 12,815 shares. Sei Invs Communications holds 0.2% or 474,340 shares. Ci Investments Inc holds 0.03% of its portfolio in Electronic Arts Inc. (NASDAQ:EA) for 29,400 shares. 5,163 are held by Advisor Prtnrs Lc. Lombard Odier Asset Mgmt (Switzerland) Sa reported 0.14% in Electronic Arts Inc. (NASDAQ:EA). Samlyn Ltd Company owns 19,529 shares for 0.06% of their portfolio. Sun Life Inc invested in 2,267 shares or 0.03% of the stock. Umb Commercial Bank N A Mo owns 16,290 shares. Teacher Retirement Of Texas has invested 0.23% in Electronic Arts Inc. (NASDAQ:EA). Old Mutual Customised Solutions (Proprietary) Limited accumulated 2,968 shares or 0.05% of the stock. Brown Advisory Secs Limited Liability Com holds 8,094 shares. Wealth Architects Limited Co reported 5,056 shares.