Univest Of Pennsylvania Trimmed Its Microsoft (MSFT) Position by $417,690 as Stock Value Rose; Mastercard Cl A Ord (MA) Position Maintained by Everence Capital Management Inc

April 17, 2018 - By Linda Rogers

Mastercard Incorporated (NYSE:MA) Logo

Everence Capital Management Inc increased its stake in Mastercard Cl A Ord (MA) by 17.79% based on its latest 2017Q4 regulatory filing with the SEC. Everence Capital Management Inc bought 3,581 shares as the company’s stock rose 14.37% while stock markets declined. The institutional investor held 23,706 shares of the business services company at the end of 2017Q4, valued at $3.59 million, up from 20,125 at the end of the previous reported quarter. Everence Capital Management Inc who had been investing in Mastercard Cl A Ord for a number of months, seems to be bullish on the $187.41 billion market cap company. The stock increased 2.52% or $4.38 during the last trading session, reaching $178.25. About 2.84 million shares traded. Mastercard Incorporated (NYSE:MA) has risen 54.12% since April 17, 2017 and is uptrending. It has outperformed by 42.57% the S&P500.

Univest Corp Of Pennsylvania decreased its stake in Microsoft Corp (MSFT) by 57.09% based on its latest 2017Q4 regulatory filing with the SEC. Univest Corp Of Pennsylvania sold 4,914 shares as the company’s stock rose 4.63% while stock markets declined. The institutional investor held 3,694 shares of the prepackaged software company at the end of 2017Q4, valued at $316,000, down from 8,608 at the end of the previous reported quarter. Univest Corp Of Pennsylvania who had been investing in Microsoft Corp for a number of months, seems to be less bullish one the $741.99B market cap company. The stock increased 2.33% or $2.2 during the last trading session, reaching $96.37. About 17.12M shares traded. Microsoft Corporation (NASDAQ:MSFT) has risen 37.43% since April 17, 2017 and is uptrending. It has outperformed by 25.88% the S&P500.

Everence Capital Management Inc, which manages about $871.54M and $456.02M US Long portfolio, decreased its stake in Marsh And Mclennan Ord (NYSE:MMC) by 5,731 shares to 15,316 shares, valued at $1.25 million in 2017Q4, according to the filing. It also reduced its holding in Csx Ord (NYSE:CSX) by 5,867 shares in the quarter, leaving it with 19,508 shares, and cut its stake in Aon Cl A Ord (NYSE:AON).

Among 40 analysts covering Mastercard Incorporated (NYSE:MA), 36 have Buy rating, 0 Sell and 4 Hold. Therefore 90% are positive. Mastercard Incorporated had 123 analyst reports since July 21, 2015 according to SRatingsIntel. The stock of Mastercard Incorporated (NYSE:MA) has “Buy” rating given on Thursday, February 1 by Keefe Bruyette & Woods. Piper Jaffray maintained it with “Buy” rating and $14300 target in Thursday, July 27 report. S&P Research maintained it with “Buy” rating and $103 target in Friday, July 31 report. Bank of America upgraded Mastercard Incorporated (NYSE:MA) on Thursday, December 15 to “Buy” rating. The stock of Mastercard Incorporated (NYSE:MA) earned “Buy” rating by Citigroup on Friday, September 11. Piper Jaffray maintained the shares of MA in report on Tuesday, October 31 with “Buy” rating. The stock has “Buy” rating by Guggenheim on Thursday, October 8. On Wednesday, July 5 the stock rating was maintained by RBC Capital Markets with “Buy”. UBS initiated the shares of MA in report on Wednesday, December 16 with “Buy” rating. Mizuho maintained Mastercard Incorporated (NYSE:MA) on Thursday, February 1 with “Buy” rating.

Investors sentiment increased to 0.91 in 2017 Q4. Its up 0.02, from 0.89 in 2017Q3. It is positive, as 46 investors sold MA shares while 492 reduced holdings. 131 funds opened positions while 356 raised stakes. 764.78 million shares or 1.94% less from 779.91 million shares in 2017Q3 were reported. Point72 Asset Management Ltd Partnership accumulated 200,478 shares. Homrich & Berg owns 3,363 shares. Ativo Cap Mngmt Ltd Co has 0.8% invested in Mastercard Incorporated (NYSE:MA). Howland Cap Mngmt Limited Liability Com holds 0.05% of its portfolio in Mastercard Incorporated (NYSE:MA) for 4,425 shares. De Burlo Group Inc stated it has 112,610 shares. Welch & Forbes Limited Liability Corp invested 0.01% in Mastercard Incorporated (NYSE:MA). State Of New Jersey Common Pension Fund D accumulated 0.37% or 648,400 shares. Crystal Rock owns 48,159 shares. 109,100 were reported by Jupiter Asset Mgmt Limited. Gardner Lewis Asset Mngmt LP stated it has 68,779 shares. Investment Services Inc has 0.13% invested in Mastercard Incorporated (NYSE:MA) for 2,276 shares. Kistler stated it has 0.07% of its portfolio in Mastercard Incorporated (NYSE:MA). Security has invested 0.54% in Mastercard Incorporated (NYSE:MA). United Services Automobile Association owns 540,786 shares for 0.22% of their portfolio. Leuthold Limited Com invested 1.04% in Mastercard Incorporated (NYSE:MA).

Since January 2, 2018, it had 0 buys, and 5 selling transactions for $10.78 million activity. $2.61 million worth of Mastercard Incorporated (NYSE:MA) shares were sold by McLaughlin Edward Grunde. Shares for $692,252 were sold by Fraccaro Michael on Monday, April 9. CARLUCCI DAVID R sold $1.09M worth of Mastercard Incorporated (NYSE:MA) on Friday, March 9. Murphy Timothy H had sold 30,628 shares worth $5.53 million on Monday, March 19.

Since February 16, 2018, it had 0 buys, and 3 insider sales for $930,912 activity.

Investors sentiment decreased to 0.77 in Q4 2017. Its down 0.06, from 0.83 in 2017Q3. It dropped, as 39 investors sold MSFT shares while 1012 reduced holdings. 134 funds opened positions while 676 raised stakes. 5.46 billion shares or 0.90% less from 5.51 billion shares in 2017Q3 were reported. Alphamark Advisors Ltd Liability Corp holds 2,827 shares or 0.09% of its portfolio. The New York-based Metropolitan Life Insurance has invested 1.72% in Microsoft Corporation (NASDAQ:MSFT). 22,622 are held by Orrstown Finance. Stonebridge Advsr Limited Liability holds 2.19% of its portfolio in Microsoft Corporation (NASDAQ:MSFT) for 112,073 shares. Bowen Hanes Company has 0.28% invested in Microsoft Corporation (NASDAQ:MSFT). Oberweis Asset Mgmt has 4,050 shares. Aspiriant Ltd Co has invested 0.17% in Microsoft Corporation (NASDAQ:MSFT). Massachusetts Finance Communication Ma reported 24.79 million shares. Tennessee-based First Mercantile Trust Comm has invested 1.64% in Microsoft Corporation (NASDAQ:MSFT). Granite Invest Limited Liability Co invested 1.46% in Microsoft Corporation (NASDAQ:MSFT). Central Bank And Tru holds 0.23% of its portfolio in Microsoft Corporation (NASDAQ:MSFT) for 11,285 shares. Kemper Master Retirement Tru holds 85,700 shares or 4.16% of its portfolio. B And T Dba Alpha reported 40,897 shares. Criterion Cap Mngmt Limited holds 1.09% or 211,500 shares in its portfolio. Country Trust Fincl Bank owns 676,240 shares for 2.49% of their portfolio.

Analysts await Microsoft Corporation (NASDAQ:MSFT) to report earnings on April, 26 after the close. They expect $0.85 earnings per share, up 16.44% or $0.12 from last year’s $0.73 per share. MSFT’s profit will be $6.54 billion for 28.34 P/E if the $0.85 EPS becomes a reality. After $0.96 actual earnings per share reported by Microsoft Corporation for the previous quarter, Wall Street now forecasts -11.46% negative EPS growth.

Mastercard Incorporated (NYSE:MA) Institutional Positions Chart

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