Palo Alto Investors Raised By $13.88 Million Its Biomarin Pharmaceutical (BMRN) Position, Quantum Capital Management Lowered Donaldson Company (DCI) Stake By $6.17 Million

July 7, 2017 - By Vivian Park

Palo Alto Investors Llc increased Biomarin Pharmaceutical Inc (BMRN) stake by 9.45% reported in 2016Q4 SEC filing. Palo Alto Investors Llc acquired 169,320 shares as Biomarin Pharmaceutical Inc (BMRN)’s stock declined 0.71%. The Palo Alto Investors Llc holds 1.96M shares with $162.39M value, up from 1.79 million last quarter. Biomarin Pharmaceutical Inc now has $15.46B valuation. The stock declined 0.19% or $0.17 reaching $90.34 on the news. About 813,631 shares traded. BioMarin Pharmaceutical Inc. (NASDAQ:BMRN) has risen 5.29% since July 7, 2016 and is uptrending. It has underperformed by 11.41% the S&P500.

Quantum Capital Management Llc decreased Donaldson Company Inc (DCI) stake by 29.59% reported in 2016Q4 SEC filing. Quantum Capital Management Llc sold 146,946 shares as Donaldson Company Inc (DCI)’s stock rose 10.75%. The Quantum Capital Management Llc holds 349,669 shares with $14.71 million value, down from 496,615 last quarter. Donaldson Company Inc now has $5.95 billion valuation. The stock increased 0.62% or $0.28 during the last trading session, reaching $45.6. About 380,170 shares traded. Donaldson Company, Inc. (NYSE:DCI) has risen 47.11% since July 7, 2016 and is uptrending. It has outperformed by 30.41% the S&P500.

Since March 7, 2017, it had 0 insider purchases, and 2 selling transactions for $1.32 million activity. OBERTON WILLARD D also sold $645,984 worth of Donaldson Company, Inc. (NYSE:DCI) shares. 14,400 Donaldson Company, Inc. (NYSE:DCI) shares with value of $674,496 were sold by HOFFMAN MICHAEL J.

Among 10 analysts covering Donaldson Company (NYSE:DCI), 1 have Buy rating, 0 Sell and 9 Hold. Therefore 10% are positive. Donaldson Company had 11 analyst reports since September 2, 2015 according to SRatingsIntel. Avondale maintained it with “Market Perform” rating and $36 target in Monday, March 21 report. The stock has “Hold” rating by Oppenheimer on Thursday, June 1. The stock of Donaldson Company, Inc. (NYSE:DCI) earned “Neutral” rating by Suntrust Robinson on Tuesday, November 3. Robert W. Baird maintained Donaldson Company, Inc. (NYSE:DCI) rating on Friday, September 9. Robert W. Baird has “Neutral” rating and $39 target. The stock has “Neutral” rating by SunTrust on Tuesday, November 3. Jefferies upgraded the shares of DCI in report on Wednesday, May 31 to “Buy” rating. The stock of Donaldson Company, Inc. (NYSE:DCI) earned “Neutral” rating by CL King on Friday, December 2. The rating was upgraded by Zacks on Wednesday, September 2 to “Hold”. William Blair maintained the stock with “Market Perform” rating in Monday, September 7 report. On Friday, June 2 the stock rating was maintained by Stifel Nicolaus with “Hold”.

Investors sentiment decreased to 1.04 in Q4 2016. Its down 0.24, from 1.28 in 2016Q3. It fall, as 18 investors sold DCI shares while 123 reduced holdings. 55 funds opened positions while 91 raised stakes. 104.76 million shares or 1.26% less from 106.09 million shares in 2016Q3 were reported. Amalgamated Bankshares holds 24,185 shares or 0.05% of its portfolio. Baillie Gifford & Company holds 0.02% or 321,785 shares in its portfolio. Schwartz Invest Counsel accumulated 856,500 shares. Ameriprise Financial invested in 348,372 shares. Mason Street Advisors Ltd Liability accumulated 61,634 shares. Great West Life Assurance Comm Can accumulated 75,299 shares or 0.01% of the stock. Parsons Capital Mngmt Ri accumulated 4,950 shares or 0.03% of the stock. Raymond James Associate holds 118,319 shares. Dubuque National Bank Trust Communications holds 0.07% or 9,669 shares. Farr Miller And Washington Lc Dc invested in 545,943 shares or 2.47% of the stock. Principal Fincl Gru reported 763,265 shares. Capstone Asset accumulated 13,404 shares or 0.02% of the stock. Finemark Savings Bank & Tru holds 0% or 41 shares. Parametric Associates Ltd Llc owns 172,624 shares. Waters Parkerson Ltd Liability Corporation reported 43,870 shares stake.

Investors sentiment decreased to 1.04 in 2016 Q4. Its down 0.62, from 1.66 in 2016Q3. It turned negative, as 50 investors sold BMRN shares while 129 reduced holdings. 50 funds opened positions while 136 raised stakes. 165.79 million shares or 0.67% more from 164.68 million shares in 2016Q3 were reported. Quantum Capital Mngmt owns 93,788 shares. Susquehanna Int Group Inc Llp holds 324,989 shares or 0.01% of its portfolio. Seatown Pte Limited owns 32,800 shares for 0.63% of their portfolio. Loring Wolcott And Coolidge Fiduciary Advisors Llp Ma owns 0% invested in BioMarin Pharmaceutical Inc. (NASDAQ:BMRN) for 1,100 shares. Manning And Napier Advsrs Ltd Com has 1.1% invested in BioMarin Pharmaceutical Inc. (NASDAQ:BMRN) for 2.03 million shares. Guggenheim Limited Liability Com has invested 0.03% in BioMarin Pharmaceutical Inc. (NASDAQ:BMRN). Moreover, Credit Agricole S A has 0.03% invested in BioMarin Pharmaceutical Inc. (NASDAQ:BMRN) for 105,563 shares. Palisade Capital Mgmt Ltd Nj holds 0.01% of its portfolio in BioMarin Pharmaceutical Inc. (NASDAQ:BMRN) for 2,598 shares. Synovus Fin accumulated 16,257 shares. Etrade Ltd Co has 3,346 shares for 0.01% of their portfolio. Point72 Asset Mgmt Limited Partnership, a Connecticut-based fund reported 526,600 shares. Capstone Asset has 6,118 shares for 0.01% of their portfolio. Geode Cap Mgmt Limited Liability Company holds 0.05% or 1.25M shares. Blair William Com Il stated it has 0.07% of its portfolio in BioMarin Pharmaceutical Inc. (NASDAQ:BMRN). Clearbridge Invs, a New York-based fund reported 816,295 shares.