Marathon Partners Equity Management Lowered Its Stake in O Reilly Automotive New (ORLY) by $5.38 Million as Market Value Declined; As Cvs Health (CVS) Valuation Declined, First Heartland Consultants Has Lifted Position

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Marathon Partners Equity Management Llc decreased its stake in O Reilly Automotive Inc New (ORLY) by 54.39% based on its latest 2018Q3 regulatory filing with the SEC. Marathon Partners Equity Management Llc sold 15,500 shares as the company’s stock declined 2.26% with the market. The hedge fund held 13,000 shares of the consumer services company at the end of 2018Q3, valued at $4.52 million, down from 28,500 at the end of the previous reported quarter. Marathon Partners Equity Management Llc who had been investing in O Reilly Automotive Inc New for a number of months, seems to be less bullish one the $27.40B market cap company. The stock decreased 0.30% or $1.02 during the last trading session, reaching $342.1. About 520,717 shares traded. O'Reilly Automotive, Inc. (NASDAQ:ORLY) has risen 38.06% since December 29, 2017 and is uptrending. It has outperformed by 38.06% the S&P500. Some Historical ORLY News: 28/03/2018 – Envision Bank Appoints Paul O’Reilly as VP/Residential Lending Manager; 20/03/2018 – O’Reilly and Intel Announce Lineup for Artificial Intelligence Conference, New York 2018; 05/03/2018 – Anodot to Showcase Raw Streaming Data to AI-Based Analytics and Exhibit at O’Reilly’s Strata Data Conference; 04/04/2018 – O’Reilly Accusers Urge Judge to Reject Blackout Request on Suit; 08/05/2018 – O’REILLY AUTOMOTIVE INC – JEFF SHAW PROMOTED TO CHIEF OPERATING OFFICER AND CO-PRESIDENT; 30/05/2018 – SGP:CHRISTINE O’REILLY TO JOIN STOCKLAND BOARD; 25/04/2018 – O’REILLY AUTOMOTIVE INC SEES FY 2018 CAPITAL EXPENDITURES OF $490 MLN TO $520 MLN; 05/04/2018 – O’Reilly’s Secret Harassment Settlements Become Public (Correct); 16/04/2018 – DEEP ECO: O’Reilly Auto May Benefit, Industry Rises This Quarter; 20/03/2018 – O’Reilly and Intel Announce Lineup for Artificial Intelligence Conference, New York 2018

First Heartland Consultants Inc increased its stake in Cvs Health Corp (CVS) by 65.83% based on its latest 2018Q3 regulatory filing with the SEC. First Heartland Consultants Inc bought 12,621 shares as the company’s stock declined 3.04% with the market. The institutional investor held 31,792 shares of the medical and nursing services company at the end of 2018Q3, valued at $2.50 million, up from 19,171 at the end of the previous reported quarter. First Heartland Consultants Inc who had been investing in Cvs Health Corp for a number of months, seems to be bullish on the $84.30 billion market cap company. The stock decreased 0.08% or $0.05 during the last trading session, reaching $65.19. About 7.63 million shares traded. CVS Health Corporation (NYSE:CVS) has risen 3.17% since December 29, 2017 and is uptrending. It has outperformed by 3.17% the S&P500. Some Historical CVS News: 02/05/2018 – CVS Debt Risk Rises 3 Levels in Bloomberg Model; 09/03/2018 – Blockbuster CVS Sale Masks Turmoil in U.S. Corporate Bond Market; 16/04/2018 – CVS Health Appoints Kevin Hourican as President of CVS Pharmacy; 21/03/2018 – STAT Plus: Pharmalittle: CVS taps an Eli Lilly exec to run its PBM; Glaxo pharma chief cuts his budget; 07/03/2018 – Aetna/CVS: Senate antitrust hearing on ice until AT&T trial decision – source familiar [21:34 GMT07 Mar 2018] [Proprietary] []; 11/05/2018 – CVS Health Comments on Trump Drug Cost Proposals; 13/03/2018 – AETNA HOLDERS OVERWHELMINGLY APPROVE PROPOSED PURCHASE BY CVS H; 23/03/2018 – CVS Bay Area Reports Group Annual Earnings Forecasts; 06/03/2018 – MOODY’S RATES CVS’ PROPOSED SR UNSECURED NOTES Baa1; REMAINS ON; 13/03/2018 – AETNA INC – CO, CVS HEALTH CONTINUE TO EXPECT THAT TRANSACTION WILL BE COMPLETED IN SECOND HALF OF 2018

Marathon Partners Equity Management Llc, which manages about $276.74 million and $258.00M US Long portfolio, upped its stake in Ebay Inc (NASDAQ:EBAY) by 50,000 shares to 392,500 shares, valued at $12.96 million in 2018Q3, according to the filing.

Analysts await O'Reilly Automotive, Inc. (NASDAQ:ORLY) to report earnings on February, 6. They expect $3.75 EPS, up 29.31% or $0.85 from last year’s $2.9 per share. ORLY’s profit will be $300.39 million for 22.81 P/E if the $3.75 EPS becomes a reality. After $4.50 actual EPS reported by O'Reilly Automotive, Inc. for the previous quarter, Wall Street now forecasts -16.67% negative EPS growth.

Among 27 analysts covering O’Reilly Automotive (NASDAQ:ORLY), 16 have Buy rating, 0 Sell and 11 Hold. Therefore 59% are positive. O’Reilly Automotive had 92 analyst reports since July 30, 2015 according to SRatingsIntel. The stock of O'Reilly Automotive, Inc. (NASDAQ:ORLY) earned “Neutral” rating by Susquehanna on Tuesday, June 20. The stock of O'Reilly Automotive, Inc. (NASDAQ:ORLY) has “Outperform” rating given on Friday, October 26 by Wells Fargo. As per Thursday, July 20, the company rating was maintained by Oppenheimer. The firm has “Buy” rating given on Monday, January 25 by Sterne Agee CRT. On Thursday, October 25 the stock rating was maintained by Credit Suisse with “Neutral”. The rating was maintained by Jefferies with “Buy” on Monday, June 26. The stock has “Buy” rating by Citigroup on Friday, October 27. Jefferies initiated the stock with “Buy” rating in Tuesday, September 15 report. The stock has “Hold” rating by Goldman Sachs on Thursday, July 6. The stock of O'Reilly Automotive, Inc. (NASDAQ:ORLY) has “Buy” rating given on Monday, September 17 by Bank of America.

Since July 19, 2018, it had 0 insider purchases, and 11 sales for $30.23 million activity. Shares for $6.61 million were sold by OREILLY DAVID E on Tuesday, August 21. LAURO JEFFREY ALAN sold $4.40 million worth of stock or 12,526 shares. Another trade for 400 shares valued at $132,513 was sold by MURPHY JOHN RAYMOND. Another trade for 2,500 shares valued at $837,500 was sold by FLETCHER JEREMY ADAM. WOOTEN ROSALIE OREILLY sold $1.65 million worth of O'Reilly Automotive, Inc. (NASDAQ:ORLY) on Tuesday, August 21.

More notable recent O'Reilly Automotive, Inc. (NASDAQ:ORLY) news were published by: Nasdaq.com which released: “Notable Wednesday Option Activity: ORLY, GT, V – Nasdaq” on July 25, 2018, also Nasdaq.com with their article: “O’Reilly Automotive (ORLY) Up 19.1% Since Earnings Report: Can It Continue? – Nasdaq” published on May 25, 2018, Nasdaq.com published: “Aéroports de Paris SA: November 2018 traffic figures – Nasdaq” on December 12, 2018. More interesting news about O'Reilly Automotive, Inc. (NASDAQ:ORLY) were released by: Nasdaq.com and their article: “O’Reilly Automotive (ORLY) Beats Q3 Earnings Estimates – Nasdaq” published on October 24, 2018 as well as Seekingalpha.com‘s news article titled: “O’Reilly Has Room To Run – Seeking Alpha” with publication date: June 28, 2018.

Investors sentiment increased to 0.91 in Q3 2018. Its up 0.04, from 0.87 in 2018Q2. It is positive, as 39 investors sold ORLY shares while 234 reduced holdings. 92 funds opened positions while 157 raised stakes. 63.30 million shares or 2.03% less from 64.62 million shares in 2018Q2 were reported. Macquarie Grp Inc Ltd reported 0% in O'Reilly Automotive, Inc. (NASDAQ:ORLY). Dakota Wealth reported 0.06% of its portfolio in O'Reilly Automotive, Inc. (NASDAQ:ORLY). 1,671 were accumulated by Beacon Group. Moreover, Metropolitan Life Commerce Ny has 0.11% invested in O'Reilly Automotive, Inc. (NASDAQ:ORLY) for 15,766 shares. Tower Rech Llc (Trc) holds 378 shares or 0.01% of its portfolio. Sei has invested 0.11% of its portfolio in O'Reilly Automotive, Inc. (NASDAQ:ORLY). Peoples Financial Svcs invested in 0.02% or 100 shares. Tuttle Tactical Mgmt reported 1.41% of its portfolio in O'Reilly Automotive, Inc. (NASDAQ:ORLY). 3,812 were reported by Walleye Trading Ltd Com. First Foundation Advsrs has invested 0.02% of its portfolio in O'Reilly Automotive, Inc. (NASDAQ:ORLY). Madison owns 154,523 shares. Janney Montgomery Scott Ltd Liability Corp has invested 0.01% in O'Reilly Automotive, Inc. (NASDAQ:ORLY). Steinberg Global Asset stated it has 0.04% in O'Reilly Automotive, Inc. (NASDAQ:ORLY). Boston Private Wealth Ltd Company, Massachusetts-based fund reported 777 shares. Moreover, Fuller And Thaler Asset Management has 0.06% invested in O'Reilly Automotive, Inc. (NASDAQ:ORLY).

Since August 27, 2018, it had 0 insider buys, and 6 insider sales for $6.93 million activity. 21,534 shares were sold by Bisaccia Lisa, worth $1.72 million. $2.02M worth of CVS Health Corporation (NYSE:CVS) was sold by Denton David M. Shares for $642,300 were sold by Hourican Kevin on Monday, August 27. Boratto Eva C had sold 13,311 shares worth $1.03 million.

Investors sentiment increased to 1.12 in 2018 Q3. Its up 0.05, from 1.07 in 2018Q2. It is positive, as 76 investors sold CVS shares while 459 reduced holdings. 144 funds opened positions while 456 raised stakes. 828.14 million shares or 1.36% more from 816.99 million shares in 2018Q2 were reported. Rothschild Il owns 146,192 shares for 1.36% of their portfolio. Voya Mngmt Limited Co holds 537,474 shares or 0.09% of its portfolio. Boston Common Asset Management Limited Com has 5,005 shares. Davenport Comm Limited Company has 1.15 million shares for 1.05% of their portfolio. Pggm Invs holds 0.2% of its portfolio in CVS Health Corporation (NYSE:CVS) for 482,880 shares. Boston Advsr Limited Liability Corp owns 202,779 shares. Cetera Advisor Network Limited Liability Co invested 0.06% in CVS Health Corporation (NYSE:CVS). State Treasurer State Of Michigan, a Michigan-based fund reported 1.44 million shares. Field Main Bancshares holds 0.26% or 3,725 shares. Comml Bank Of Montreal Can reported 0.21% in CVS Health Corporation (NYSE:CVS). Manchester Capital Management Limited Liability Company holds 4,970 shares. Wallington Asset Mngmt Lc holds 2.09% or 111,263 shares. Wells Fargo And Mn reported 9.68 million shares. Of Vermont reported 0.25% of its portfolio in CVS Health Corporation (NYSE:CVS). Mcf Ltd has 0.02% invested in CVS Health Corporation (NYSE:CVS).

Among 28 analysts covering CVS Health (NYSE:CVS), 22 have Buy rating, 0 Sell and 6 Hold. Therefore 79% are positive. CVS Health had 85 analyst reports since July 22, 2015 according to SRatingsIntel. Needham maintained CVS Health Corporation (NYSE:CVS) on Monday, December 4 with “Buy” rating. RBC Capital Markets maintained CVS Health Corporation (NYSE:CVS) on Wednesday, August 5 with “Outperform” rating. As per Friday, December 18, the company rating was initiated by Barclays Capital. The firm has “Outperform” rating by Oppenheimer given on Friday, August 28. The stock of CVS Health Corporation (NYSE:CVS) earned “Buy” rating by RBC Capital Markets on Monday, December 4. The firm earned “Overweight” rating on Thursday, March 10 by Barclays Capital. Evercore reinitiated the shares of CVS in report on Wednesday, August 19 with “Buy” rating. The firm has “Neutral” rating given on Thursday, February 2 by Robert W. Baird. Robert W. Baird maintained CVS Health Corporation (NYSE:CVS) rating on Thursday, January 4. Robert W. Baird has “Hold” rating and $81.0 target. J.P. Morgan maintained it with “Buy” rating and $10600 target in Wednesday, November 28 report.

More notable recent CVS Health Corporation (NYSE:CVS) news were published by: 247Wallst.com which released: “Infant Ibuprofen Recall Hits Walmart, CVS, Family Dollar Stores – 24/7 Wall St.” on December 06, 2018, also Cnbc.com with their article: “U.S. judge says may order halt to integration of CVS-Aetna – CNBC” published on December 03, 2018, Seekingalpha.com published: “CVS Health: The Forgotten Dividend Growth Stock – Seeking Alpha” on December 17, 2018. More interesting news about CVS Health Corporation (NYSE:CVS) were released by: Seekingalpha.com and their article: “CVS: A Great Value Opportunity For The Long Term – Seeking Alpha” published on December 12, 2018 as well as Seekingalpha.com‘s news article titled: “Judge accepts CVS changes for Aetna buy – Seeking Alpha” with publication date: December 24, 2018.

First Heartland Consultants Inc, which manages about $867.76 million and $319.65 million US Long portfolio, decreased its stake in At&T Inc (NYSE:T) by 12,983 shares to 43,733 shares, valued at $1.47 million in 2018Q3, according to the filing. It also reduced its holding in Ishares (IEF) by 16,549 shares in the quarter, leaving it with 82,796 shares, and cut its stake in Apple Inc (NASDAQ:AAPL).

O'Reilly Automotive, Inc. (NASDAQ:ORLY) Institutional Positions Chart

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