Mar Vista Investment Partners Has Boosted Kansas City Southern (KSU) Holding; Ontario Teachers Pension Plan Board Has Raised Lilly Eli & Co (LLY) Holding By $1.89 Million

June 29, 2017 - By Peter Erickson

Ontario Teachers Pension Plan Board increased Lilly Eli & Co (LLY) stake by 110.99% reported in 2016Q4 SEC filing. Ontario Teachers Pension Plan Board acquired 25,949 shares as Lilly Eli & Co (LLY)’s stock declined 3.22%. The Ontario Teachers Pension Plan Board holds 49,328 shares with $3.63 million value, up from 23,379 last quarter. Lilly Eli & Co now has $91.25B valuation. The stock declined 0.55% or $0.46 reaching $82.64 on the news. About 1.43M shares traded. Eli Lilly and Co (NYSE:LLY) has risen 4.70% since June 29, 2016 and is uptrending. It has underperformed by 12.00% the S&P500.

Mar Vista Investment Partners Llc increased Kansas City Southern (KSU) stake by 0.54% reported in 2016Q4 SEC filing. Mar Vista Investment Partners Llc acquired 3,787 shares as Kansas City Southern (KSU)’s stock rose 3.89%. The Mar Vista Investment Partners Llc holds 708,263 shares with $60.10M value, up from 704,476 last quarter. Kansas City Southern now has $11.00 billion valuation. The stock declined 0.71% or $0.73 reaching $102.62 on the news. About 337,015 shares traded. Kansas City Southern (NYSE:KSU) has declined 0.27% since June 29, 2016 and is downtrending. It has underperformed by 16.97% the S&P500.

Investors sentiment decreased to 0.97 in 2016 Q4. Its down 0.11, from 1.08 in 2016Q3. It dropped, as 84 investors sold LLY shares while 380 reduced holdings. 103 funds opened positions while 348 raised stakes. 809.72 million shares or 0.51% more from 805.63 million shares in 2016Q3 were reported. Aberdeen Asset Mngmt Public Limited Co Uk stated it has 223,932 shares or 0.06% of all its holdings. Ltd Ltd Com stated it has 4,661 shares or 0.14% of all its holdings. Ferguson Wellman Cap Mgmt Inc invested 0.09% of its portfolio in Eli Lilly and Co (NYSE:LLY). Pnc Svcs Grp Incorporated Inc owns 1.82M shares or 0.15% of their US portfolio. Weiss Multi reported 6,138 shares. National Bank & Trust Of The Ozarks has invested 0.17% in Eli Lilly and Co (NYSE:LLY). Palisade Asset Mngmt Limited Liability Company stated it has 0.31% in Eli Lilly and Co (NYSE:LLY). Clinton invested in 151,090 shares. Tradition Capital Mngmt Lc reported 12,083 shares. Parallax Volatility Advisers Limited Partnership holds 0.01% or 36,470 shares in its portfolio. Martingale Asset Management LP holds 0.37% or 353,049 shares in its portfolio. Exane Derivatives invested 0% in Eli Lilly and Co (NYSE:LLY). Rnc Cap Mngmt Ltd holds 289,252 shares or 1.76% of its portfolio. Pitcairn accumulated 0.04% or 4,815 shares. State Board Of Administration Of Florida Retirement Sys reported 1.42 million shares stake.

Since February 1, 2017, it had 0 insider purchases, and 9 insider sales for $59.49 million activity. Another trade for 25,000 shares valued at $2.07M was sold by Conterno Enrique A. Barnes Melissa S sold $153,482 worth of Eli Lilly and Co (NYSE:LLY) on Monday, June 12. Harrington Michael J sold $1.83M worth of Eli Lilly and Co (NYSE:LLY) on Friday, June 9. 15,000 shares were sold by Zulueta Alfonso G, worth $1.16 million on Monday, February 6. Shares for $17.78M were sold by LILLY ENDOWMENT INC. Zakrowski Donald A sold 2,000 shares worth $155,040. $861,085 worth of Eli Lilly and Co (NYSE:LLY) shares were sold by Rice Derica W.

Ontario Teachers Pension Plan Board decreased Chubb Ltd stake by 106,208 shares to 907,531 valued at $119.90M in 2016Q4. It also reduced Hcp Inc (NYSE:HCP) stake by 35,395 shares and now owns 25,892 shares. Ameren Corp (NYSE:AEE) was reduced too.

Among 17 analysts covering Eli Lilly and Company (NYSE:LLY), 13 have Buy rating, 1 Sell and 3 Hold. Therefore 76% are positive. Eli Lilly and Company had 49 analyst reports since July 23, 2015 according to SRatingsIntel. The rating was maintained by Leerink Swann with “Outperform” on Tuesday, October 13. Argus Research downgraded the shares of LLY in report on Thursday, April 27 to “Hold” rating. The company was upgraded on Monday, November 16 by BMO Capital Markets. The stock of Eli Lilly and Co (NYSE:LLY) has “Overweight” rating given on Friday, December 18 by Atlantic Securities. The stock has “Buy” rating by Berenberg on Thursday, August 27. Barclays Capital upgraded the shares of LLY in report on Tuesday, December 1 to “Overweight” rating. The firm has “Outperform” rating given on Monday, August 24 by Cowen & Co. Barclays Capital maintained Eli Lilly and Co (NYSE:LLY) rating on Friday, April 7. Barclays Capital has “Overweight” rating and $90 target. BMO Capital Markets downgraded Eli Lilly and Co (NYSE:LLY) rating on Friday, November 25. BMO Capital Markets has “Market Perform” rating and $64 target. The rating was upgraded by Deutsche Bank on Monday, December 7 to “Buy”.

Mar Vista Investment Partners Llc decreased Allergan Plc stake by 24,744 shares to 556,774 valued at $116.93M in 2016Q4. It also reduced Cl C stake by 9,699 shares and now owns 127,737 shares. Berkshire Hathaway Inc (BRKB) was reduced too.

Since January 31, 2017, it had 0 buys, and 2 selling transactions for $409,392 activity. $323,980 worth of Kansas City Southern (NYSE:KSU) was sold by DRUTEN ROBERT J on Wednesday, May 10. Zozaya Delano Jose Guillermo also sold $85,412 worth of Kansas City Southern (NYSE:KSU) on Tuesday, January 31.

Among 21 analysts covering Kansas City Southern (NYSE:KSU), 12 have Buy rating, 2 Sell and 7 Hold. Therefore 57% are positive. Kansas City Southern had 51 analyst reports since August 20, 2015 according to SRatingsIntel. The rating was downgraded by Macquarie Research to “Neutral” on Thursday, October 22. Topeka Capital Markets initiated the stock with “Buy” rating in Tuesday, November 3 report. As per Thursday, December 15, the company rating was upgraded by Aegis Capital. The rating was maintained by RBC Capital Markets on Wednesday, July 20 with “Outperform”. Citigroup maintained Kansas City Southern (NYSE:KSU) rating on Tuesday, April 19. Citigroup has “Buy” rating and $108 target. The company was maintained on Monday, January 25 by UBS. On Wednesday, September 2 the stock rating was maintained by RBC Capital Markets with “Outperform”. The rating was maintained by Credit Suisse with “Neutral” on Friday, February 19. The firm has “Market Perform” rating by Cowen & Co given on Monday, April 24. As per Thursday, August 4, the company rating was initiated by Loop Capital.