Pfizer (PFE) Share Price Declined While Loudon Investment Management Has Lifted Holding; Heartland Advisors Increased Its Energy Recovery (ERII) Stake by $3.85 Million as Market Value Declined

January 14, 2018 - By Hazel Jackson

Loudon Investment Management Llc increased its stake in Pfizer Inc (PFE) by 29.08% based on its latest 2017Q3 regulatory filing with the SEC. Loudon Investment Management Llc bought 14,594 shares as the company’s stock declined 3.45% while stock markets rallied. The institutional investor held 64,787 shares of the health care company at the end of 2017Q3, valued at $2.31 million, up from 50,193 at the end of the previous reported quarter. Loudon Investment Management Llc who had been investing in Pfizer Inc for a number of months, seems to be bullish on the $217.80B market cap company. The stock decreased 0.05% or $0.02 during the last trading session, reaching $36.54. About 19.20M shares traded or 25.61% up from the average. Pfizer Inc. (NYSE:PFE) has declined 2.76% since January 14, 2017 and is downtrending. It has underperformed by 19.46% the S&P500.

Heartland Advisors Inc increased its stake in Energy Recovery Inc (ERII) by 183.33% based on its latest 2017Q3 regulatory filing with the SEC. Heartland Advisors Inc bought 550,000 shares as the company’s stock declined 14.59% while stock markets rallied. The institutional investor held 850,000 shares of the technology company at the end of 2017Q3, valued at $6.72 million, up from 300,000 at the end of the previous reported quarter. Heartland Advisors Inc who had been investing in Energy Recovery Inc for a number of months, seems to be bullish on the $481.28M market cap company. The stock increased 1.47% or $0.13 during the last trading session, reaching $8.98. About 203,159 shares traded. Energy Recovery, Inc. (NASDAQ:ERII) has declined 27.39% since January 14, 2017 and is downtrending. It has underperformed by 44.09% the S&P500.

Heartland Advisors Inc, which manages about $6.06B and $1.55 billion US Long portfolio, decreased its stake in Mgic Invt Corp Wis (NYSE:MTG) by 69,373 shares to 2.30 million shares, valued at $28.88M in 2017Q3, according to the filing. It also reduced its holding in Capital City Bk Group Inc (NASDAQ:CCBG) by 22,700 shares in the quarter, leaving it with 545,726 shares, and cut its stake in Barrett Business Services In (NASDAQ:BBSI).

Since December 13, 2017, it had 0 insider buys, and 1 sale for $22,000 activity.

Among 7 analysts covering Energy Recovery (NASDAQ:ERII), 6 have Buy rating, 0 Sell and 1 Hold. Therefore 86% are positive. Energy Recovery had 15 analyst reports since August 7, 2015 according to SRatingsIntel. The stock of Energy Recovery, Inc. (NASDAQ:ERII) has “Buy” rating given on Monday, August 28 by FBR Capital. FBR Capital initiated the stock with “Outperform” rating in Friday, July 15 report. The rating was maintained by FBR Capital with “Buy” on Wednesday, November 8. Jefferies upgraded it to “Buy” rating and $20.0 target in Tuesday, September 13 report. The stock has “Buy” rating by Jefferies on Tuesday, October 17. Ardour Capital upgraded the shares of ERII in report on Monday, August 10 to “Hold” rating. The firm earned “Outperform” rating on Monday, September 26 by Iberia Capital Partners. On Thursday, November 30 the stock rating was maintained by FBR Capital with “Buy”. Credit Suisse upgraded the stock to “Outperform” rating in Wednesday, October 21 report. The stock has “Outperform” rating by iBERIA Capital Partners on Monday, September 26.

Investors sentiment increased to 1.35 in Q3 2017. Its up 0.35, from 1 in 2017Q2. It increased, as 7 investors sold ERII shares while 24 reduced holdings. 16 funds opened positions while 26 raised stakes. 15.99 million shares or 1.58% less from 16.25 million shares in 2017Q2 were reported. Manufacturers Life Communication The accumulated 31,023 shares. Whittier Tru Co has 0% invested in Energy Recovery, Inc. (NASDAQ:ERII). State Common Retirement Fund reported 0% of its portfolio in Energy Recovery, Inc. (NASDAQ:ERII). Blackrock holds 2.18 million shares. Tiaa Cref Investment Mngmt Limited Liability Corporation owns 91,427 shares. Aqr Limited Co owns 43,247 shares. Arosa Cap Mngmt Lp holds 0.56% or 500,000 shares. Amer Int Gp holds 24,310 shares or 0% of its portfolio. Schwab Charles Invest has invested 0% in Energy Recovery, Inc. (NASDAQ:ERII). Menta Capital Limited Liability Company invested 0.12% of its portfolio in Energy Recovery, Inc. (NASDAQ:ERII). Metropolitan Life Insurance Commerce New York invested 0% in Energy Recovery, Inc. (NASDAQ:ERII). Invesco reported 0% in Energy Recovery, Inc. (NASDAQ:ERII). Monroe Commercial Bank And Tru Mi accumulated 5,000 shares or 0.02% of the stock. Tortoise Advsr reported 72 shares or 0% of all its holdings. Corecommodity Lc reported 0.33% of its portfolio in Energy Recovery, Inc. (NASDAQ:ERII).

Investors sentiment increased to 0.96 in Q3 2017. Its up 0.02, from 0.94 in 2017Q2. It increased, as 53 investors sold PFE shares while 700 reduced holdings. 106 funds opened positions while 620 raised stakes. 4.06 billion shares or 0.86% more from 4.02 billion shares in 2017Q2 were reported. Whittier Tru Company Of Nevada Incorporated owns 298,956 shares for 0.99% of their portfolio. 5.79M are held by Citigroup. Highlander Cap Mgmt Ltd Liability Co, New Jersey-based fund reported 14,468 shares. Edge Wealth Mgmt Limited Liability Company has 336,415 shares. The California-based Saratoga Research & Inv Mgmt has invested 0.01% in Pfizer Inc. (NYSE:PFE). Covington Invest reported 72,068 shares. Hourglass Ltd Liability owns 167,469 shares for 1.42% of their portfolio. Psagot Inv House reported 180,884 shares or 0.27% of all its holdings. 110,491 are owned by Karpas Strategies Limited Com. Redmond Asset Management Ltd Liability Corporation holds 0.19% or 11,799 shares. Haverford Fincl Svcs Incorporated reported 9,111 shares stake. Health Value Cap Lc holds 17.86% of its portfolio in Pfizer Inc. (NYSE:PFE) for 250,000 shares. Marco Invest Mngmt Ltd invested 0.89% in Pfizer Inc. (NYSE:PFE). Outfitter Advsr invested in 0.09% or 7,530 shares. Alpha Windward Ltd Liability Corp reported 9,127 shares or 0.2% of all its holdings.

Loudon Investment Management Llc, which manages about $170.56M and $127.81 million US Long portfolio, decreased its stake in Ameriprise Finl Inc (NYSE:AMP) by 2,135 shares to 22,273 shares, valued at $3.31M in 2017Q3, according to the filing.

Since August 4, 2017, it had 0 buys, and 10 selling transactions for $16.36 million activity. 197,168 shares were sold by READ IAN C, worth $6.70M on Thursday, August 31. The insider OLSON LAURIE J sold $263,693. Shares for $296,560 were sold by JOHNSON RADY A on Friday, December 15. DAMELIO FRANK A also sold $3.21 million worth of Pfizer Inc. (NYSE:PFE) shares. SUSMAN SALLY also sold $1.34M worth of Pfizer Inc. (NYSE:PFE) shares.

Among 21 analysts covering Pfizer (NYSE:PFE), 9 have Buy rating, 1 Sell and 11 Hold. Therefore 43% are positive. Pfizer had 67 analyst reports since July 29, 2015 according to SRatingsIntel. The stock of Pfizer Inc. (NYSE:PFE) earned “Buy” rating by BMO Capital Markets on Tuesday, November 21. Cowen & Co upgraded Pfizer Inc. (NYSE:PFE) on Tuesday, October 20 to “Outperform” rating. Barclays Capital upgraded the shares of PFE in report on Tuesday, November 29 to “Overweight” rating. On Wednesday, September 20 the stock rating was upgraded by Morgan Stanley to “Overweight”. The stock of Pfizer Inc. (NYSE:PFE) earned “Neutral” rating by Credit Suisse on Thursday, July 20. On Friday, December 2 the stock rating was initiated by Guggenheim with “Neutral”. The rating was maintained by Cowen & Co with “Buy” on Monday, August 14. The firm earned “Buy” rating on Thursday, September 14 by Piper Jaffray. Piper Jaffray maintained Pfizer Inc. (NYSE:PFE) on Wednesday, August 2 with “Buy” rating. The firm has “Buy” rating given on Tuesday, September 13 by Jefferies.

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