Mellanox Technologies LTD (MLNX) Holder Gideon Capital Advisors Has Decreased Its Stake; Halsey Associates Increases Stake in Schlumberger (SLB)

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Gideon Capital Advisors Inc decreased its stake in Mellanox Technologies Ltd (MLNX) by 61.77% based on its latest 2018Q4 regulatory filing with the SEC. Gideon Capital Advisors Inc sold 4,407 shares as the company’s stock rose 18.28% with the market. The hedge fund held 2,728 shares of the technology company at the end of 2018Q4, valued at $252,000, down from 7,135 at the end of the previous reported quarter. Gideon Capital Advisors Inc who had been investing in Mellanox Technologies Ltd for a number of months, seems to be less bullish one the $6.43 billion market cap company. The stock decreased 0.04% or $0.05 during the last trading session, reaching $117.97. About 2.69M shares traded or 70.26% up from the average. Mellanox Technologies, Ltd. (NASDAQ:MLNX) has risen 63.66% since March 17, 2018 and is uptrending. It has outperformed by 59.29% the S&P500. Some Historical MLNX News: 17/04/2018 – MELLANOX TECHNOLOGIES LTD SEES FULL YEAR 2018 NON-GAAP OPERATING MARGIN OF 21.0 PERCENT TO 22.0 PERCENT; 17/04/2018 – StorONE Partners with Mellanox to Create the Industry’s First Wire-Speed TRU Storage Solutions; 17/04/2018 – Mellanox Sees 2Q Non-GAAP Gross Margins 68.5%-69.5%; 12/03/2018 – STARBOARD VALUE SAYS “REMAIN COMMITTED TO SEEKING CHANGE AT 2018 ANNUAL MEETING” OF MELLANOX TECHNOLOGIES; 16/05/2018 – Mellanox Presenting at JPMorgan Conference Tomorrow; 17/05/2018 – MELLANOX TECHNOLOGIES LTD – SEES 2018 REVENUES OF $1,050 MLN TO $1,070 MLN; 17/04/2018 – MELLANOX TECH – FOR NOW DON’T EXPECT MATERIAL IMPACT TO CO’S REVENUE BY U.S. (TARIFF) ACTIONS- CONF CALL; 02/04/2018 – World’s First 2 Petaflop Deep Learning System, NVIDIA DGX-2, Features Mellanox lnfiniBand and Ethernet Solutions; 14/05/2018 – ISS, GLASS LEWIS RECOMMEND HOLDERS VOTE FOR MELLANOX PROPOSALS; 07/03/2018 – /C O R R E C T I O N — Starboard Value LP/

Halsey Associates Inc increased its stake in Schlumberger (SLB) by 110.16% based on its latest 2018Q4 regulatory filing with the SEC. Halsey Associates Inc bought 10,127 shares as the company’s stock declined 2.52% while stock markets rallied. The institutional investor held 19,320 shares of the oilfield services and equipment company at the end of 2018Q4, valued at $697,000, up from 9,193 at the end of the previous reported quarter. Halsey Associates Inc who had been investing in Schlumberger for a number of months, seems to be bullish on the $58.75B market cap company. The stock decreased 1.62% or $0.7 during the last trading session, reaching $42.39. About 14.15 million shares traded or 9.49% up from the average. Schlumberger Limited (NYSE:SLB) has declined 30.63% since March 17, 2018 and is downtrending. It has underperformed by 35.00% the S&P500. Some Historical SLB News: 20/04/2018 – Schlumberger quarterly profit surges 88 pct; 28/04/2018 – RUSSIA PRELIMINARY APPROVES PURCHASE OF UP TO 49 PCT STAKE IN EDC BY SCHLUMBERGER – RIA; 06/03/2018 – SCHLUMBERGER: CRUDE-MARKET CRASH HAS ‘TAKEN A TOLL’ ON COMPANY; 20/04/2018 – REG-Schlumberger Limited 1st Quarter Results; 23/04/2018 – DJ Schlumberger NV, Inst Holders, 1Q 2018 (SLB); 20/04/2018 – SCHLUMBERGER NV – WORKING CAPITAL ALSO REFLECTED $76 MLN OF SEVERANCE PAYMENTS DURING THE FIRST QUARTER OF 2018; 12/04/2018 – RUSSIAN WATCHDOG: TALKS ONGOING W/ SCHLUMBERGER ON EDCL DEAL; 14/05/2018 – Schlumberger at UBS Global Oil & Gas Conference May 22; 20/04/2018 – Schlumberger 1Q International Revenue $4.88B; 20/04/2018 – SCHLUMBERGER SAYS GLOBAL OIL SUPPLY AND DEMAND ARE NOW IN BALANCE – CONF CALL

More news for Schlumberger Limited (NYSE:SLB) were recently published by: Seekingalpha.com, which released: “Rockwell Automation, Schlumberger form digital oilfield automation JV – Seeking Alpha” on February 19, 2019. Globenewswire.com‘s article titled: “Research Report Identifies Johnson & Johnson, Schlumberger, Karyopharm Therapeutics, WYNDHAM DESTINATIONS, INC, ASGN, and Suburban Propane Partners with Renewed Outlook — Fundamental Analysis, Calculating Forward Movement – GlobeNewswire” and published on February 21, 2019 is yet another important article.

Since September 24, 2018, it had 1 insider buy, and 2 insider sales for $3.68 million activity. $3.40M worth of stock was sold by AYAT SIMON on Monday, September 24. 15,000 shares were sold by Le Peuch Olivier, worth $660,000 on Friday, January 18.

Investors sentiment decreased to 0.49 in 2018 Q4. Its down 0.48, from 0.97 in 2018Q3. It dived, as 205 investors sold SLB shares while 587 reduced holdings. 107 funds opened positions while 278 raised stakes. 1.04 billion shares or 1.72% more from 1.02 billion shares in 2018Q3 were reported. 1.53M are owned by Eaton Vance. Crestwood Advsrs Limited Co owns 25,319 shares. Shelton Capital invested in 52,740 shares. Neville Rodie & Shaw has 97,652 shares. Sunbelt Incorporated holds 0.14% of its portfolio in Schlumberger Limited (NYSE:SLB) for 4,182 shares. Hanson Mcclain Inc has 1,087 shares. Columbia Asset Mngmt invested in 0.09% or 7,800 shares. Cornerstone Incorporated, a California-based fund reported 123,639 shares. Hills Retail Bank Communication stated it has 25,455 shares or 0.28% of all its holdings. Curbstone Fincl Mgmt Corp reported 29,732 shares or 0.55% of all its holdings. Neuberger Berman Group Inc Ltd Limited Liability Company reported 0.14% stake. Heritage Wealth Advsrs holds 0.1% or 14,275 shares in its portfolio. Adams Natural Resources Fund Incorporated holds 2.99% or 430,600 shares. 1.55M are held by Altrinsic Glob Advsrs Ltd. Halsey Associates Ct owns 19,320 shares.

Analysts await Mellanox Technologies, Ltd. (NASDAQ:MLNX) to report earnings on April, 16. They expect $1.09 EPS, up 55.71% or $0.39 from last year’s $0.7 per share. MLNX’s profit will be $59.42 million for 27.06 P/E if the $1.09 EPS becomes a reality. After $1.03 actual EPS reported by Mellanox Technologies, Ltd. for the previous quarter, Wall Street now forecasts 5.83% EPS growth.

Investors sentiment decreased to 1.11 in 2018 Q4. Its down 0.35, from 1.46 in 2018Q3. It dropped, as 25 investors sold MLNX shares while 81 reduced holdings. 61 funds opened positions while 57 raised stakes. 37.90 million shares or 6.21% more from 35.69 million shares in 2018Q3 were reported. First Mercantile Com holds 0.02% or 970 shares. Sei Invests Com holds 0% of its portfolio in Mellanox Technologies, Ltd. (NASDAQ:MLNX) for 8,561 shares. Northern Tru Corp owns 38,003 shares. Envestnet Asset Management owns 0% invested in Mellanox Technologies, Ltd. (NASDAQ:MLNX) for 13,075 shares. Comerica Commercial Bank reported 3,271 shares. Private Advisor Group Limited Co reported 0.02% in Mellanox Technologies, Ltd. (NASDAQ:MLNX). 220,145 are held by 13D Limited Liability. Sensato Ltd Liability Co holds 128,572 shares or 3.15% of its portfolio. Bancorp Hapoalim Bm invested in 8,784 shares. Carlson LP holds 0.19% or 130,525 shares. Zurcher Kantonalbank (Zurich Cantonalbank) accumulated 10,171 shares. Bank & Trust Of Montreal Can stated it has 326 shares. The New York-based Pinnacle Associate has invested 0.02% in Mellanox Technologies, Ltd. (NASDAQ:MLNX). Tokio Marine Asset Management owns 4,300 shares or 0.08% of their US portfolio. Origin Asset Management Ltd Liability Partnership invested 0.03% in Mellanox Technologies, Ltd. (NASDAQ:MLNX).

Since October 26, 2018, it had 0 insider buys, and 4 insider sales for $1.87 million activity. 5,714 shares were sold by Johnson Amal M, worth $514,260 on Wednesday, November 7.

Gideon Capital Advisors Inc, which manages about $340.51M and $245.17M US Long portfolio, upped its stake in Alliant Energy Corp (NYSE:LNT) by 35,335 shares to 60,469 shares, valued at $2.56 million in 2018Q4, according to the filing. It also increased its holding in Autoliv Inc (NYSE:ALV) by 7,263 shares in the quarter, for a total of 9,605 shares, and has risen its stake in Lowes Cos Inc (NYSE:LOW).

Schlumberger Limited (NYSE:SLB) Institutional Positions Chart