Aperio Group Has Raised By $492,855 Its Alkermes Plc (ALKS) Stake; Swift Run Capital Management Has Cut Oaktree Cap Group Unit Cl A (OAK) Position

September 17, 2017 - By Hazel Jackson

Swift Run Capital Management Llc decreased Oaktree Cap Group Llc Unit Cl A (OAK) stake by 76.5% reported in 2016Q4 SEC filing. Swift Run Capital Management Llc sold 23,035 shares as Oaktree Cap Group Llc Unit Cl A (OAK)’s stock rose 0.33%. The Swift Run Capital Management Llc holds 7,075 shares with $265,000 value, down from 30,110 last quarter. Oaktree Cap Group Llc Unit Cl A now has $7.08B valuation. The stock increased 0.33% or $0.15 on September 15, reaching $45.35. About 147,685 shares traded. Oaktree Capital Group LLC (NYSE:OAK) has risen 0.83% since September 17, 2016 and is uptrending. It has underperformed by 15.87% the S&P500.

Aperio Group Llc increased Alkermes Plc (ALKS) stake by 46.5% reported in 2016Q4 SEC filing. Aperio Group Llc acquired 8,961 shares as Alkermes Plc (ALKS)’s stock rose 6.12%. The Aperio Group Llc holds 28,231 shares with $1.57M value, up from 19,270 last quarter. Alkermes Plc now has $7.99 billion valuation. The stock decreased 0.59% or $0.31 on September 15, reaching $52.02. About 1.58 million shares traded or 127.18% up from the average. Alkermes Plc (NASDAQ:ALKS) has risen 47.50% since September 17, 2016 and is uptrending. It has outperformed by 30.80% the S&P500.

Among 9 analysts covering Oaktree Capital Group (NYSE:OAK), 2 have Buy rating, 1 Sell and 6 Hold. Therefore 22% are positive. Oaktree Capital Group had 25 analyst reports since July 30, 2015 according to SRatingsIntel. Barclays Capital downgraded the shares of OAK in report on Thursday, October 13 to “Underweight” rating. On Monday, November 2 the stock rating was maintained by JP Morgan with “Neutral”. The stock has “Conviction Buy” rating by Goldman Sachs on Tuesday, August 11. The company was initiated on Tuesday, December 6 by Oppenheimer. The firm earned “Hold” rating on Thursday, June 29 by Oppenheimer. The rating was maintained by Deutsche Bank on Friday, March 11 with “Buy”. The firm earned “Hold” rating on Tuesday, July 18 by Oppenheimer. The rating was maintained by Morgan Stanley with “Outperform” on Tuesday, August 8. The firm has “Hold” rating given on Friday, July 28 by Goldman Sachs. The rating was maintained by Barclays Capital with “Equal Weight” on Tuesday, August 11.

Analysts await Oaktree Capital Group LLC (NYSE:OAK) to report earnings on October, 27. They expect $0.57 EPS, down 38.04% or $0.35 from last year’s $0.92 per share. OAK’s profit will be $88.99M for 19.89 P/E if the $0.57 EPS becomes a reality. After $1.73 actual EPS reported by Oaktree Capital Group LLC for the previous quarter, Wall Street now forecasts -67.05% negative EPS growth.

Investors sentiment decreased to 1.23 in Q4 2016. Its down 0.17, from 1.4 in 2016Q3. It is negative, as 28 investors sold OAK shares while 59 reduced holdings. 23 funds opened positions while 52 raised stakes. 32.76 million shares or 3.53% less from 33.96 million shares in 2016Q3 were reported. Carret Asset Management Lc owns 12,945 shares. Evercore Wealth Mngmt Limited Liability holds 2,400 shares or 0% of its portfolio. Neville Rodie And Shaw reported 20,200 shares stake. Violich Capital Mngmt has 0.1% invested in Oaktree Capital Group LLC (NYSE:OAK) for 7,050 shares. Commonwealth Equity Svcs owns 9,237 shares for 0% of their portfolio. Apriem accumulated 329 shares. Raymond James And Associates accumulated 67,847 shares. Horizon Kinetics Limited Liability accumulated 346,788 shares. Endeavour Capital Advisors Inc has 186,882 shares for 0.44% of their portfolio. Rbf Cap Limited Liability Corporation, California-based fund reported 16,300 shares. Highlander Cap Mngmt Ltd Limited Liability Company invested in 300 shares or 0.01% of the stock. Everett Harris & Co Ca has 22,285 shares for 0.03% of their portfolio. Ancora Advsr Lc has invested 0% in Oaktree Capital Group LLC (NYSE:OAK). Markel Corporation invested 0.63% in Oaktree Capital Group LLC (NYSE:OAK). Royal National Bank Of Canada stated it has 0% of its portfolio in Oaktree Capital Group LLC (NYSE:OAK).

Among 11 analysts covering Alkermes (NASDAQ:ALKS), 8 have Buy rating, 0 Sell and 3 Hold. Therefore 73% are positive. Alkermes had 25 analyst reports since September 1, 2015 according to SRatingsIntel. The company was downgraded on Tuesday, June 13 by Leerink Swann. The firm has “Neutral” rating given on Thursday, January 21 by JP Morgan. As per Thursday, May 26, the company rating was initiated by Evercore. As per Friday, October 21, the company rating was maintained by Jefferies. The firm earned “Hold” rating on Thursday, July 27 by Leerink Swann. The rating was maintained by Leerink Swann with “Outperform” on Thursday, January 21. The firm has “Buy” rating by Jefferies given on Friday, July 29. The rating was maintained by Barclays Capital with “Overweight” on Wednesday, October 7. On Thursday, January 21 the stock rating was downgraded by Cowen & Co to “Market Perform”. JP Morgan upgraded the shares of ALKS in report on Friday, October 21 to “Overweight” rating.

Investors sentiment increased to 1.12 in Q4 2016. Its up 0.01, from 1.11 in 2016Q3. It is positive, as 26 investors sold ALKS shares while 96 reduced holdings. 44 funds opened positions while 67 raised stakes. 138.80 million shares or 2.08% more from 135.97 million shares in 2016Q3 were reported. Moreover, Zurcher Kantonalbank (Zurich Cantonalbank) has 0.02% invested in Alkermes Plc (NASDAQ:ALKS). Los Angeles Capital Mngmt And Equity Rech has 0% invested in Alkermes Plc (NASDAQ:ALKS). D E Shaw & Comm Inc holds 0.08% or 831,790 shares. Moreover, Blackrock Advisors Lc has 0.03% invested in Alkermes Plc (NASDAQ:ALKS) for 564,353 shares. Atlantic Tru Grp Ltd Com has invested 0.06% in Alkermes Plc (NASDAQ:ALKS). Wells Fargo And Company Mn accumulated 287,382 shares. Engineers Gate Manager Lp accumulated 0.02% or 4,167 shares. Ls Investment Limited Liability Co holds 2,146 shares or 0.01% of its portfolio. Epoch Invest Ptnrs invested 0.04% in Alkermes Plc (NASDAQ:ALKS). Asset Mngmt One reported 0% stake. Paloma Prtnrs, Connecticut-based fund reported 41,685 shares. Walleye Trading Ltd Company reported 182 shares or 0% of all its holdings. Moreover, Alpine Prtnrs Vi Limited Com has 0.1% invested in Alkermes Plc (NASDAQ:ALKS). M&T State Bank Corporation has 0% invested in Alkermes Plc (NASDAQ:ALKS) for 6,669 shares. Pioneer Management holds 0.02% of its portfolio in Alkermes Plc (NASDAQ:ALKS) for 103,137 shares.

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