Exchange Capital Management Has Trimmed Cvs Health (CVS) Position; Impala Asset Management Has Raised Hess (HES) Position By $13.92 Million

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Exchange Capital Management Inc decreased Cvs Health Corp (CVS) stake by 47.31% reported in 2018Q3 SEC filing. Exchange Capital Management Inc sold 28,516 shares as Cvs Health Corp (CVS)’s stock declined 3.04%. The Exchange Capital Management Inc holds 31,760 shares with $2.50M value, down from 60,276 last quarter. Cvs Health Corp now has $86.76 billion valuation. The stock increased 3.06% or $1.99 during the last trading session, reaching $67.09. About 3.36 million shares traded. CVS Health Corporation (NYSE:CVS) has risen 3.17% since February 12, 2018 and is uptrending. It has outperformed by 3.17% the S&P500. Some Historical CVS News: 15/03/2018 – CVS Health Applauds New Legislation to Better lnform Pharmacy Choices; 02/05/2018 – CVS SEES FY ADJ EPS $6.87 TO $7.08, SAW $1.88 TO $1.92; 05/04/2018 – CVS Health Kept Drug Price Growth Nearly Flat and Improved Medication Adherence for PBM Clients in 2017; 11/05/2018 – CVS Health Statement on Trump Administration Initiative to Reduce Drug Costs; 30/04/2018 – Fidelity Health Care Adds Edwards Life, Exits CVS; 11/04/2018 – CVS unveils a tool that makes it easier to find less expensive drugs; 28/03/2018 – GOTTLIEB SAYS NEW POLICIES WILL INCLUDE TIGHTENING VARIABILITY ALLOWED IN ORIGINAL BIOLOGICAL DRUGS; 07/05/2018 – Fred’s to Sell Specialty Pharmacy Unit for $40M to CVS; 11/05/2018 – Trump assails high drug prices, avoids direct hit on industry; 13/03/2018 – AETNA HOLDERS OVERWHELMINGLY APPROVE PROPOSED PURCHASE BY CVS H

Impala Asset Management Llc increased Hess Corp (HES) stake by 8.29% reported in 2018Q3 SEC filing. Impala Asset Management Llc acquired 196,125 shares as Hess Corp (HES)’s stock declined 17.68%. The Impala Asset Management Llc holds 2.56 million shares with $183.40M value, up from 2.37 million last quarter. Hess Corp now has $16.26 billion valuation. The stock increased 2.41% or $1.29 during the last trading session, reaching $54.87. About 906,040 shares traded. Hess Corporation (NYSE:HES) has risen 15.45% since February 12, 2018 and is uptrending. It has outperformed by 15.45% the S&P500. Some Historical HES News: 25/04/2018 – Hess Corp. Posts Narrowed First-Quarter Loss; 25/04/2018 – Hess Corp 1Q Net Cash Provided by Operating Activities $210M; 08/05/2018 – Hess Ranked Top Oil and Gas Company on 2018 Best Corporate Citizens List; 25/04/2018 – Hess Corp 1Q Adj Loss/Shr 27c; 25/04/2018 – HESS CORP HES.N CEO SAYS WANTS COMPANY TO BE CASH-FLOW POSITIVE BEFORE CONSIDERING RAISING DIVIDEND; 09/04/2018 – Hess Schedules Earnings Release Conference Call; 10/05/2018 – Hess at Citi Global Energy & Utilities Conference May 15; 29/05/2018 – Hess CDS Widens 10 Bps, Most in 10 Weeks; 25/04/2018 – HESS CORP HES.N SAYS DOESN’T INTEND TO ISSUE NEW DEBT TO FUND GUYANA PROJECT OR ANY OTHER PROJECTS; 25/04/2018 – Hess posts smaller loss on cost cuts, rising oil prices

More notable recent CVS Health Corporation (NYSE:CVS) news were published by: Seekingalpha.com which released: “CVS: Strong Buy Signals – Seeking Alpha” on January 31, 2019, also Benzinga.com with their article: “Raymond James: CVS (NYSE:CVS) A Strong Buy Despite Pricing Headwinds – Benzinga” published on January 15, 2019, Seekingalpha.com published: “CVS inks new PBM contract with Walmart – Seeking Alpha” on January 18, 2019. More interesting news about CVS Health Corporation (NYSE:CVS) were released by: Seekingalpha.com and their article: “Walmart to exit CVS drugstore network – Seeking Alpha” published on January 15, 2019 as well as Benzinga.com‘s news article titled: “CVS Corporation (NYSE:CVS), Kroger Company (The) (NYSE:KR) – CBD, Still A Restricted Substance – Benzinga” with publication date: January 23, 2019.

Since August 27, 2018, it had 0 insider purchases, and 9 selling transactions for $34.16 million activity. 166,368 shares were sold by MERLO LARRY J, worth $11.49 million on Tuesday, January 8. Hourican Kevin sold $642,300 worth of stock. 4,426 shares valued at $354,080 were sold by Boratto Eva C on Monday, October 1. 25,159 shares valued at $2.02M were sold by Denton David M on Thursday, November 29. Brennan Troyen A also sold $1.17M worth of CVS Health Corporation (NYSE:CVS) on Wednesday, November 14. 77,639 shares were sold by Roberts Jonathan C, worth $5.01 million on Monday, October 1. Bisaccia Lisa also sold $1.72 million worth of CVS Health Corporation (NYSE:CVS) shares.

Among 7 analysts covering CVS Health (NYSE:CVS), 5 have Buy rating, 0 Sell and 2 Hold. Therefore 71% are positive. CVS Health had 7 analyst reports since September 17, 2018 according to SRatingsIntel. Bank of America maintained the shares of CVS in report on Monday, September 17 with “Buy” rating. The stock of CVS Health Corporation (NYSE:CVS) has “Buy” rating given on Monday, November 26 by Cantor Fitzgerald. The rating was maintained by J.P. Morgan on Wednesday, November 28 with “Buy”. Goldman Sachs initiated it with “Hold” rating and $8700 target in Thursday, November 29 report.

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. Inv Mgmt Of Virginia Llc invested in 1.32% or 79,070 shares. Independent Investors Inc holds 0.55% or 19,670 shares. Kornitzer Capital Management Ks has invested 0.02% of its portfolio in CVS Health Corporation (NYSE:CVS). Trillium Asset Management Limited Liability Company has invested 0.65% in CVS Health Corporation (NYSE:CVS). 45,286 are held by Fernwood Inv Mgmt Lc. Rudman Errol M owns 2.08% invested in CVS Health Corporation (NYSE:CVS) for 70,704 shares. The Japan-based Sumitomo Mitsui Holdings has invested 0.28% in CVS Health Corporation (NYSE:CVS). Maine-based Bangor Bankshares has invested 0.04% in CVS Health Corporation (NYSE:CVS). Wetherby Asset holds 0.23% of its portfolio in CVS Health Corporation (NYSE:CVS) for 23,772 shares. Calamos Advsr Ltd Liability Corporation has 0.07% invested in CVS Health Corporation (NYSE:CVS) for 159,279 shares. Mckinley Carter Wealth Svcs reported 0.07% stake. 179,865 are owned by Employees Retirement Association Of Colorado. Advisor Limited Liability Corp holds 0.32% or 30,404 shares. Ing Groep Nv owns 13,062 shares. Sit Inv Associate reported 265,975 shares.

Analysts await CVS Health Corporation (NYSE:CVS) to report earnings on February, 14. They expect $2.14 earnings per share, up 11.46% or $0.22 from last year’s $1.92 per share. CVS’s profit will be $2.77 billion for 7.84 P/E if the $2.14 EPS becomes a reality. After $1.73 actual earnings per share reported by CVS Health Corporation for the previous quarter, Wall Street now forecasts 23.70% EPS growth.

Exchange Capital Management Inc increased Kla (NASDAQ:KLAC) stake by 10,053 shares to 20,960 valued at $2.13M in 2018Q3. It also upped Schwab Us Mid (SCHM) stake by 6,869 shares and now owns 108,411 shares. Vanguard Consumer Staples Etf (VDC) was raised too.

Among 5 analysts covering Hess (NYSE:HES), 3 have Buy rating, 0 Sell and 2 Hold. Therefore 60% are positive. Hess had 10 analyst reports since August 20, 2018 according to SRatingsIntel. Morgan Stanley maintained it with “Overweight” rating and $92 target in Friday, October 12 report. PiperJaffray reinitiated Hess Corporation (NYSE:HES) on Friday, September 28 with “Neutral” rating. Morgan Stanley maintained the shares of HES in report on Monday, November 5 with “Overweight” rating. As per Tuesday, September 18, the company rating was maintained by Morgan Stanley. The firm has “Overweight” rating given on Thursday, January 10 by Barclays Capital. The company was maintained on Tuesday, November 20 by Morgan Stanley. Barclays Capital upgraded the shares of HES in report on Tuesday, October 30 to “Equal-Weight” rating. The company was maintained on Monday, September 17 by Bank of America.

More notable recent Hess Corporation (NYSE:HES) news were published by: Seekingalpha.com which released: “Hess Q4 2018 Earnings Preview – Seeking Alpha” on January 29, 2019, also Seekingalpha.com with their article: “Hess Needs Higher Oil Prices – Seeking Alpha” published on February 02, 2019, Seekingalpha.com published: “Hess, Occidental Petro CEOs tell OPEC that U.S. shale growth will slow – Seeking Alpha” on January 23, 2019. More interesting news about Hess Corporation (NYSE:HES) were released by: Seekingalpha.com and their article: “Hess edges higher after Q4 earnings, revenues top expectations – Seeking Alpha” published on January 30, 2019 as well as Businesswire.com‘s news article titled: “Hess Announces Two New Discoveries Offshore Guyana – Business Wire” with publication date: February 06, 2019.

Since November 21, 2018, it had 0 insider buys, and 10 selling transactions for $23.75 million activity. Shares for $276,185 were sold by RIELLY JOHN P on Thursday, February 7. HESS JOHN B sold $12.10 million worth of stock or 218,220 shares. Turner Michael R also sold $125,597 worth of Hess Corporation (NYSE:HES) shares. The insider Slentz Andrew P sold 2,684 shares worth $143,326. 2,353 shares were sold by Lowery-Yilmaz Barbara J, worth $125,650. The insider Goodell Timothy B. sold $296,156. 17,843 shares were sold by Lynch Richard D., worth $964,278 on Thursday, February 7.

Investors sentiment increased to 0.92 in 2018 Q3. Its up 0.16, from 0.76 in 2018Q2. It is positive, as 33 investors sold HES shares while 175 reduced holdings. 71 funds opened positions while 120 raised stakes. 227.84 million shares or 3.40% less from 235.86 million shares in 2018Q2 were reported. Aqr Ltd holds 0% or 17,478 shares in its portfolio. Landscape Cap Mgmt Lc holds 3,332 shares or 0.02% of its portfolio. Chicago Equity Prns Ltd Liability Com has invested 0.18% of its portfolio in Hess Corporation (NYSE:HES). Price T Rowe Inc Md stated it has 17.90 million shares or 0.19% of all its holdings. Fil Ltd has 0.03% invested in Hess Corporation (NYSE:HES). Viking Fund Mngmt Limited Liability Company owns 80,000 shares. Factory Mutual Insurance accumulated 590,100 shares. Guggenheim Cap Limited reported 0.15% in Hess Corporation (NYSE:HES). Sunbelt Inc invested in 5,232 shares. Sun Life Financial accumulated 692 shares. Caisse De Depot Et Placement Du Quebec reported 13,700 shares stake. 125,058 are owned by Natixis. Moreover, Wellington Shields Capital Mgmt Ltd Liability Co has 0.04% invested in Hess Corporation (NYSE:HES). Tradewinds Cap Ltd Com owns 159 shares or 0% of their US portfolio. Archford Strategies Limited Company holds 0% of its portfolio in Hess Corporation (NYSE:HES) for 127 shares.

Impala Asset Management Llc decreased Newfield Expl Co (NYSE:NFX) stake by 385,497 shares to 1.82M valued at $52.54 million in 2018Q3. It also reduced Nvr Inc (NYSE:NVR) stake by 15,335 shares and now owns 42,056 shares. Carnival Corp (NYSE:CCL) was reduced too.

CVS Health Corporation (NYSE:CVS) Institutional Positions Chart