Lakewood Capital Management LP Has Lowered Mastercard (MA) Position By $39.16 Million; Sheffield Asset Management Has Lowered Tableau Software (DATA) Position

February 19, 2018 - By Nellie Frank

Sheffield Asset Management Llc decreased Tableau Software Inc (DATA) stake by 3.87% reported in 2017Q3 SEC filing. Sheffield Asset Management Llc sold 24,050 shares as Tableau Software Inc (DATA)’s stock rose 10.47%. The Sheffield Asset Management Llc holds 597,234 shares with $44.73M value, down from 621,284 last quarter. Tableau Software Inc now has $6.55B valuation. The stock decreased 1.40% or $1.17 during the last trading session, reaching $82.15. About 1.28 million shares traded or 46.59% up from the average. Tableau Software, Inc. (NYSE:DATA) has risen 25.71% since February 19, 2017 and is uptrending. It has outperformed by 9.01% the S&P500.

Lakewood Capital Management Lp decreased Mastercard Incorporated (MA) stake by 23.2% reported in 2017Q3 SEC filing. Lakewood Capital Management Lp sold 277,699 shares as Mastercard Incorporated (MA)’s stock rose 7.46%. The Lakewood Capital Management Lp holds 919,298 shares with $129.81 million value, down from 1.20 million last quarter. Mastercard Incorporated now has $185.14B valuation. The stock increased 0.55% or $0.96 during the last trading session, reaching $175.65. About 4.21 million shares traded or 10.74% up from the average. Mastercard Incorporated (NYSE:MA) has risen 24.16% since February 19, 2017 and is uptrending. It has outperformed by 7.46% the S&P500.

Lakewood Capital Management Lp increased Vereit Inc stake by 605,230 shares to 3.96 million valued at $32.79M in 2017Q3. It also upped Alphabet Inc stake by 12,711 shares and now owns 178,534 shares. Ally Finl Inc (NYSE:ALLY) was raised too.

Since September 21, 2017, it had 0 insider purchases, and 4 insider sales for $6.19 million activity. Haythornthwaite Richard sold $712,540 worth of stock or 5,000 shares. Fraccaro Michael sold $856,027 worth of stock. McLaughlin Edward Grunde sold $2.61 million worth of stock or 17,167 shares. Shares for $2.01M were sold by Vosburg Craig on Thursday, September 21.

Investors sentiment increased to 0.89 in Q3 2017. Its up 0.01, from 0.88 in 2017Q2. It increased, as 39 investors sold MA shares while 488 reduced holdings. 103 funds opened positions while 367 raised stakes. 779.91 million shares or 1.33% less from 790.40 million shares in 2017Q2 were reported. Amundi Pioneer Asset Management, a Massachusetts-based fund reported 4.01M shares. Meeder Asset reported 17,208 shares. Raymond James Fincl Advsr owns 0.1% invested in Mastercard Incorporated (NYSE:MA) for 115,697 shares. Lakeview Capital Ptnrs Ltd Limited Liability Company owns 1,674 shares. Spears Abacus Advsrs Limited Co stated it has 0.05% of its portfolio in Mastercard Incorporated (NYSE:MA). Planning stated it has 0.29% in Mastercard Incorporated (NYSE:MA). Mitsubishi Ufj Secs Limited owns 540 shares for 0.36% of their portfolio. Williams Jones And Associates Ltd Liability Com owns 5,042 shares. Jackson Wealth Ltd Liability Com holds 0.92% or 23,335 shares. Hedeker Wealth Llc owns 3,900 shares. Pitcairn, Pennsylvania-based fund reported 9,471 shares. Putnam Invests Limited Liability Company stated it has 179,221 shares or 0.06% of all its holdings. Veritable Limited Partnership owns 0.33% invested in Mastercard Incorporated (NYSE:MA) for 110,298 shares. Ashfield Cap Partners Limited Com, a California-based fund reported 1,595 shares. First Republic Mgmt Incorporated accumulated 115,062 shares.

Among 40 analysts covering Mastercard Incorporated (NYSE:MA), 36 have Buy rating, 0 Sell and 4 Hold. Therefore 90% are positive. Mastercard Incorporated had 121 analyst reports since July 21, 2015 according to SRatingsIntel. As per Tuesday, November 1, the company rating was downgraded by Guggenheim. On Tuesday, August 29 the stock rating was maintained by RBC Capital Markets with “Buy”. Keefe Bruyette & Woods maintained the stock with “Buy” rating in Thursday, July 27 report. Jefferies maintained the stock with “Buy” rating in Tuesday, August 25 report. Mizuho maintained the stock with “Hold” rating in Tuesday, October 31 report. The stock of Mastercard Incorporated (NYSE:MA) has “Buy” rating given on Monday, November 13 by Tigress Financial. The stock has “Buy” rating by Citigroup on Friday, September 11. The company was upgraded on Monday, September 11 by Guggenheim. Mizuho maintained it with “Buy” rating and $190.0 target in Thursday, February 1 report. The firm has “Buy” rating given on Monday, August 31 by Vetr.

Investors sentiment decreased to 1.14 in 2017 Q3. Its down 0.64, from 1.78 in 2017Q2. It turned negative, as 28 investors sold DATA shares while 64 reduced holdings. 48 funds opened positions while 57 raised stakes. 63.84 million shares or 6.39% more from 60.01 million shares in 2017Q2 were reported. Sg Americas Limited Liability reported 2,020 shares. Point72 Asia (Hong Kong) Ltd invested 0.02% in Tableau Software, Inc. (NYSE:DATA). Crow Point Ptnrs Limited Company reported 0.02% stake. Lazard Asset Mngmt Lc has invested 0% in Tableau Software, Inc. (NYSE:DATA). Ww Asset Management Inc owns 2,810 shares or 0.01% of their US portfolio. Archon Management Ltd Liability Com reported 1.48% of its portfolio in Tableau Software, Inc. (NYSE:DATA). D E Shaw invested in 0.01% or 73,588 shares. Broadview Advsr invested in 1.12% or 102,825 shares. Manufacturers Life Ins The owns 0% invested in Tableau Software, Inc. (NYSE:DATA) for 2,415 shares. Altimeter Mgmt Limited Partnership invested in 3.58 million shares or 12.7% of the stock. Artisan Partners Ltd Partnership has invested 0.52% of its portfolio in Tableau Software, Inc. (NYSE:DATA). Glob Endowment Mngmt Ltd Partnership stated it has 3,380 shares. The California-based Wells Fargo And Mn has invested 0% in Tableau Software, Inc. (NYSE:DATA). Emerald Advisers Incorporated Pa holds 7,756 shares or 0.02% of its portfolio. Westpac Corp has invested 0.12% in Tableau Software, Inc. (NYSE:DATA).

Among 43 analysts covering Tableau Software (NYSE:DATA), 19 have Buy rating, 3 Sell and 21 Hold. Therefore 44% are positive. Tableau Software had 141 analyst reports since July 24, 2015 according to SRatingsIntel. The company was maintained on Thursday, February 1 by Robert W. Baird. Macquarie Research initiated it with “Neutral” rating and $56 target in Tuesday, April 26 report. The firm earned “Hold” rating on Tuesday, July 19 by Summit Redstone Partners. As per Friday, February 5, the company rating was maintained by Barclays Capital. Credit Suisse maintained it with “Outperform” rating and $65 target in Friday, February 5 report. On Thursday, August 3 the stock rating was maintained by Stifel Nicolaus with “Buy”. The company was initiated on Friday, October 9 by Drexel Hamilton. The rating was maintained by Maxim Group with “Sell” on Friday, November 3. The firm has “Market Perform” rating given on Wednesday, November 2 by William Blair. The firm has “Hold” rating given on Friday, October 6 by Jefferies.

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