Tyrus Capital Sam Has Lifted Nvidia (Call) (NVDA) Position; East Coast Asset Management Raised Amazon Com (AMZN) Holding

November 14, 2017 - By Peter Erickson

Tyrus Capital Sam increased Nvidia Corp (Call) (NVDA) stake by 17.65% reported in 2017Q2 SEC filing. Tyrus Capital Sam acquired 16,500 shares as Nvidia Corp (Call) (NVDA)’s stock rose 26.83%. The Tyrus Capital Sam holds 110,000 shares with $15.90M value, up from 93,500 last quarter. Nvidia Corp (Call) now has $128.51 billion valuation. The stock declined 0.07% or $0.16 reaching $214.02 on the news. About 13.19M shares traded. NVIDIA Corporation (NASDAQ:NVDA) has risen 212.28% since November 14, 2016 and is uptrending. It has outperformed by 195.58% the S&P500.

East Coast Asset Management Llc increased Amazon Com Inc (AMZN) stake by 41.29% reported in 2017Q2 SEC filing. East Coast Asset Management Llc acquired 6,063 shares as Amazon Com Inc (AMZN)’s stock rose 13.58%. The East Coast Asset Management Llc holds 20,746 shares with $20.08M value, up from 14,683 last quarter. Amazon Com Inc now has $547.81 billion valuation. The stock increased 0.68% or $7.67 during the last trading session, reaching $1136.84. About 3.06 million shares traded. Amazon.com, Inc. (NASDAQ:AMZN) has risen 37.41% since November 14, 2016 and is uptrending. It has outperformed by 20.71% the S&P500.

East Coast Asset Management Llc decreased Colgate Palmolive Co (NYSE:CL) stake by 4,067 shares to 312,914 valued at $23.20 million in 2017Q2. It also reduced International Business Machs (NYSE:IBM) stake by 48,951 shares and now owns 5,397 shares. Deere & Co (NYSE:DE) was reduced too.

Among 48 analysts covering Amazon.com (NASDAQ:AMZN), 45 have Buy rating, 0 Sell and 3 Hold. Therefore 94% are positive. Amazon.com had 232 analyst reports since July 21, 2015 according to SRatingsIntel. The stock of Amazon.com, Inc. (NASDAQ:AMZN) earned “Buy” rating by Monness Crespi & Hardt on Friday, July 24. Credit Suisse maintained it with “Outperform” rating and $700 target in Friday, July 24 report. JP Morgan maintained Amazon.com, Inc. (NASDAQ:AMZN) rating on Thursday, April 7. JP Morgan has “Overweight” rating and $822 target. The firm has “Buy” rating by Goldman Sachs given on Friday, April 29. Oppenheimer maintained it with “Buy” rating and $113500 target in Friday, July 28 report. The firm has “Buy” rating by Maxim Group given on Thursday, July 20. The firm earned “Buy” rating on Thursday, September 21 by Argus Research. The stock has “Buy” rating by UBS on Monday, July 17. The stock of Amazon.com, Inc. (NASDAQ:AMZN) has “Buy” rating given on Friday, January 29 by Benchmark. The company was maintained on Friday, July 28 by Morgan Stanley.

Since May 15, 2017, it had 0 insider buys, and 3 sales for $7.38 million activity. Olsavsky Brian T sold $2.24 million worth of stock or 2,333 shares. $3.88M worth of Amazon.com, Inc. (NASDAQ:AMZN) was sold by WILKE JEFFREY A. Shares for $1.99M were sold by Blackburn Jeffrey M on Monday, May 15. $1.90 million worth of Amazon.com, Inc. (NASDAQ:AMZN) was sold by Jassy Andrew R on Monday, May 15. $521,627 worth of Amazon.com, Inc. (NASDAQ:AMZN) was sold by Reynolds Shelley. Zapolsky David sold 2,333 shares worth $2.24 million. ALBERG TOM A had sold 800 shares worth $800,000.

Investors sentiment decreased to 1.36 in Q2 2017. Its down 0.34, from 1.7 in 2017Q1. It fall, as 64 investors sold AMZN shares while 542 reduced holdings. 153 funds opened positions while 670 raised stakes. 285.20 million shares or 2.71% less from 293.14 million shares in 2017Q1 were reported. Fil Limited owns 77,753 shares. Hanseatic Management Svcs has 7,441 shares for 3.67% of their portfolio. Horizon Kinetics Limited Liability Company accumulated 0.02% or 502 shares. Sand Hill Global Ltd, a California-based fund reported 9,548 shares. Spinnaker Trust holds 0.04% of its portfolio in Amazon.com, Inc. (NASDAQ:AMZN) for 324 shares. Moreover, Elm Advsr Ltd Com has 0.72% invested in Amazon.com, Inc. (NASDAQ:AMZN) for 910 shares. Partnervest Advisory Limited Liability Company holds 549 shares. Jolley Asset Lc holds 0.01% or 15 shares in its portfolio. State Of Tennessee Treasury Department holds 1.62% of its portfolio in Amazon.com, Inc. (NASDAQ:AMZN) for 350,189 shares. Buckingham Asset Mgmt Ltd holds 0.75% or 3,293 shares in its portfolio. Qci Asset Mngmt Incorporated Ny holds 17,795 shares. Markel Corp has invested 1.45% in Amazon.com, Inc. (NASDAQ:AMZN). South State Corporation holds 0.69% or 5,546 shares. Van Eck Corp, a New York-based fund reported 46,086 shares. Brookstone reported 568 shares.

Since May 18, 2017, it had 0 buys, and 5 insider sales for $32.85 million activity. Drell Persis had sold 2,500 shares worth $325,048 on Thursday, May 18. The insider Shoquist Debora sold $9.23 million. SEAWELL A BROOKE sold $434,980 worth of NVIDIA Corporation (NASDAQ:NVDA) on Wednesday, May 24. The insider Byron Michael sold $3.50M. 81,931 shares valued at $11.46 million were sold by Puri Ajay K on Tuesday, May 23. COXE TENCH sold $8.23 million worth of stock.

Among 44 analysts covering Nvidia Corporation (NASDAQ:NVDA), 25 have Buy rating, 4 Sell and 15 Hold. Therefore 57% are positive. Nvidia Corporation had 169 analyst reports since August 3, 2015 according to SRatingsIntel. The firm earned “Buy” rating on Thursday, July 6 by Bank of America. Barclays Capital maintained the shares of NVDA in report on Wednesday, October 4 with “Equal-Weight” rating. The company was downgraded on Tuesday, April 4 by Pacific Crest. The rating was maintained by Susquehanna with “Hold” on Friday, November 10. The stock has “Equal Weight” rating by Barclays Capital on Friday, November 11. The stock of NVIDIA Corporation (NASDAQ:NVDA) has “Buy” rating given on Friday, February 10 by Mizuho. The firm earned “Buy” rating on Friday, July 15 by Mizuho. Canaccord Genuity maintained the shares of NVDA in report on Wednesday, June 21 with “Buy” rating. On Monday, August 14 the stock rating was maintained by UBS with “Buy”. The firm has “Buy” rating given on Friday, May 13 by Topeka Capital Markets.

Investors sentiment increased to 1.21 in 2017 Q2. Its up 0.21, from 1 in 2017Q1. It increased, as 73 investors sold NVDA shares while 262 reduced holdings. 131 funds opened positions while 273 raised stakes. 388.29 million shares or 4.10% less from 404.87 million shares in 2017Q1 were reported. Nomura Asset Mgmt Ltd has invested 1.44% of its portfolio in NVIDIA Corporation (NASDAQ:NVDA). Eagle Asset Inc reported 398,337 shares. Signaturefd Limited Liability owns 0.03% invested in NVIDIA Corporation (NASDAQ:NVDA) for 1,612 shares. Country Trust Bancorp holds 100 shares or 0% of its portfolio. 5,485 were accumulated by Regal Investment Advisors. Horseman Cap Ltd reported 1.72% stake. Quantitative Invest Mgmt Lc has 678,600 shares. Tokio Marine Asset Management Ltd holds 0.87% in NVIDIA Corporation (NASDAQ:NVDA) or 41,661 shares. 58,356 are held by First Republic Inv. Contour Asset Ltd reported 253,291 shares stake. Pitcairn Company stated it has 0.19% of its portfolio in NVIDIA Corporation (NASDAQ:NVDA). Credit Agricole S A holds 849,538 shares or 0.4% of its portfolio. Harvey Cap Mgmt Inc accumulated 2,000 shares or 0.12% of the stock. Mark Sheptoff Planning Ltd, Connecticut-based fund reported 150 shares. Jaffetilchin Invest Prtnrs Ltd Liability Corporation stated it has 0.2% of its portfolio in NVIDIA Corporation (NASDAQ:NVDA).

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