Telos Capital Management Has Trimmed Its Holding in Resmed (RMD) by $643,080; Cadian Capital Management LP Position in Palo Alto Networks (PANW) Has Trimmed by $39.67 Million as Stock Price Declined

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Cadian Capital Management Lp decreased its stake in Palo Alto Networks Inc (PANW) by 19.4% based on its latest 2018Q3 regulatory filing with the SEC. Cadian Capital Management Lp sold 176,331 shares as the company’s stock declined 24.09% with the market. The hedge fund held 732,359 shares of the technology company at the end of 2018Q3, valued at $164.97 million, down from 908,690 at the end of the previous reported quarter. Cadian Capital Management Lp who had been investing in Palo Alto Networks Inc for a number of months, seems to be less bullish one the $21.08 billion market cap company. The stock decreased 1.02% or $2.29 during the last trading session, reaching $222.16. About 1.22 million shares traded. Palo Alto Networks, Inc. (NYSE:PANW) has risen 25.49% since February 14, 2018 and is uptrending. It has outperformed by 25.49% the S&P500. Some Historical PANW News: 23/04/2018 – KACHER SAYS PALO ALTO NETWORKS HAS POTENTIAL 164% UPSIDE; 23/04/2018 – KACHER SEES POTENTIAL 90% UPSIDE FOR PANW OVER NEXT 2 YEARS; 07/03/2018 Palo Alto Networks Rises for 9 Days: Longest Streak Since IPO; 02/04/2018 – USGS: M 2.5 – 2km SSW of Palo Cedro, CA; 22/05/2018 – AlgoSec Announces New Log Analysis and Micro-Segmentation App for the Palo Alto Networks Application Framework; 16/05/2018 – Luminate Recognized as a Cool Vendor in Cloud Security by Gartner; 07/05/2018 – PINNACLE WEST SAYS PALO VERDE 3 RESTARTS AFTER REFUELING OUTAGE; 22/05/2018 – Mist Announces New AI-Driven Wireless LAN for the Palo Alto Networks Application Framework; 22/05/2018 – Portnox Announces New NAC-as-a-Service, Portnox CLEAR App for the Palo Alto Networks Application Framework; 15/03/2018 – PALO ALTO, U.S. — Uber Technologies will start selling self-driving systems to outside companies, seeking to supply Toyota Motor and others. The U.S. ride-hailing company is in a fierce battle with Google affiliate Waymo in development of autonomous-vehicle technology

Telos Capital Management Inc decreased its stake in Resmed Inc (RMD) by 19.19% based on its latest 2018Q3 regulatory filing with the SEC. Telos Capital Management Inc sold 5,592 shares as the company’s stock rose 0.79% while stock markets declined. The institutional investor held 23,547 shares of the medical and dental instruments company at the end of 2018Q3, valued at $2.72 million, down from 29,139 at the end of the previous reported quarter. Telos Capital Management Inc who had been investing in Resmed Inc for a number of months, seems to be less bullish one the $14.18B market cap company. The stock increased 0.73% or $0.72 during the last trading session, reaching $98.93. About 1.19 million shares traded or 1.41% up from the average. ResMed Inc. (NYSE:RMD) has risen 31.63% since February 14, 2018 and is uptrending. It has outperformed by 31.63% the S&P500. Some Historical RMD News: 29/05/2018 – ResMed: Transaction Will Not Be Material to ResMed’s Consolidated Fincl Results; 02/04/2018 – ResMed Hires Bobby Ghoshal as First Chief Technology Officer; 29/04/2018 – ResMed Target Lifted 19% to A$14.36/Share by Morgans; 29/04/2018 – ResMed Target Price Cut 1.5% to $98/Share by Morgan Stanley; 25/04/2018 – FBO:Veteran Aff: Veterans Affairs Contract Award – 65–CPAP/BIPAP Masks – ResMed – 36C24818Q0300; 22/04/2018 – Resmed Target Price Lifted 7.6% to A$99.50/Share by Morgan Stanley; 10/05/2018 – ResMed’s New QuietAir Diffuser Vent for CPAP Masks Reduces Noise by 89 Percent; 21/03/2018 – Fisher & Paykel Healthcare Limited vs ResMed Limited | FWD Entered | 03/21/2018; 22/05/2018 – ResMed Studies Show Remote Monitoring and Automated Resupply Improve Adherence to PAP Therapy; 30/05/2018 – TripleTree Advises HEALTHCAREfirst on Its Pending Acquisition by ResMed

Since August 22, 2018, it had 0 buys, and 23 selling transactions for $102.14 million activity. $5.59M worth of Palo Alto Networks, Inc. (NYSE:PANW) was sold by ZUK NIR. Shares for $9.06 million were sold by MCLAUGHLIN MARK D. The insider MERESMAN STANLEY J sold 1,979 shares worth $463,512. Bonanno Kathleen also sold $99,485 worth of Palo Alto Networks, Inc. (NYSE:PANW) shares. $6.29 million worth of stock was sold by Anderson Mark on Friday, October 5. $1.87 million worth of Palo Alto Networks, Inc. (NYSE:PANW) was sold by BONVANIE RENE.

Cadian Capital Management Lp, which manages about $5.56 billion and $2.20B US Long portfolio, upped its stake in Alphabet Inc by 9,400 shares to 72,000 shares, valued at $86.91M in 2018Q3, according to the filing. It also increased its holding in Sarepta Therapeutics Inc (NASDAQ:SRPT) by 107,600 shares in the quarter, for a total of 387,600 shares, and has risen its stake in Altaba Inc.

Among 54 analysts covering Palo Alto Networks (NYSE:PANW), 46 have Buy rating, 2 Sell and 6 Hold. Therefore 85% are positive. Palo Alto Networks had 242 analyst reports since July 22, 2015 according to SRatingsIntel. The firm earned “Buy” rating on Monday, June 4 by Jefferies. The firm earned “Equal-Weight” rating on Wednesday, March 1 by Morgan Stanley. The rating was maintained by Pacific Crest on Friday, May 27 with “Overweight”. The rating was maintained by Cowen & Co on Wednesday, September 27 with “Buy”. The company was downgraded on Friday, May 27 by Deutsche Bank. Evercore maintained the stock with “Hold” rating in Wednesday, May 31 report. On Tuesday, January 23 the stock rating was upgraded by Deutsche Bank to “Buy”. On Wednesday, March 1 the stock rating was downgraded by UBS to “Neutral”. Northland Capital maintained the shares of PANW in report on Tuesday, February 27 with “Buy” rating. The firm has “Positive” rating by OTR Global given on Thursday, May 11.

Analysts await Palo Alto Networks, Inc. (NYSE:PANW) to report earnings on February, 25. They expect $0.05 EPS, up 112.50% or $0.45 from last year’s $-0.4 per share. PANW’s profit will be $4.74 million for 1110.80 P/E if the $0.05 EPS becomes a reality. After $-0.01 actual EPS reported by Palo Alto Networks, Inc. for the previous quarter, Wall Street now forecasts -600.00% EPS growth.

Investors sentiment increased to 1.31 in Q3 2018. Its up 0.05, from 1.26 in 2018Q2. It is positive, as 29 investors sold PANW shares while 187 reduced holdings. 89 funds opened positions while 193 raised stakes. 73.11 million shares or 0.14% more from 73.01 million shares in 2018Q2 were reported. United Asset Strategies owns 19,986 shares. Chicago Equity Prtn Ltd Liability invested 0.39% in Palo Alto Networks, Inc. (NYSE:PANW). Voya Investment Mgmt Limited Liability Company has 1.27 million shares for 0.59% of their portfolio. Cwm Lc reported 490 shares stake. Endurance Wealth Management holds 2,390 shares. Weiss Asset Mgmt Limited Partnership reported 19,402 shares or 0.34% of all its holdings. Fukoku Mutual Life Ins holds 0.02% of its portfolio in Palo Alto Networks, Inc. (NYSE:PANW) for 750 shares. Earnest Prtnrs Lc holds 37 shares. Nuwave Invest Mgmt has 3,137 shares for 1.07% of their portfolio. Fil Ltd holds 0% of its portfolio in Palo Alto Networks, Inc. (NYSE:PANW) for 78 shares. Melvin Management Limited Partnership invested 0.59% of its portfolio in Palo Alto Networks, Inc. (NYSE:PANW). Carlson Cap LP has 0.49% invested in Palo Alto Networks, Inc. (NYSE:PANW). Reliance Of Delaware stated it has 0.12% of its portfolio in Palo Alto Networks, Inc. (NYSE:PANW). 35,393 were accumulated by Royal London Asset Mngmt. Deutsche Commercial Bank Ag stated it has 0.12% in Palo Alto Networks, Inc. (NYSE:PANW).

More notable recent Palo Alto Networks, Inc. (NYSE:PANW) news were published by: Seekingalpha.com which released: “Palo Alto: Growth At A Premium – Seeking Alpha” on July 05, 2018, also Investorplace.com with their article: “5 Top Stocks for a FOMO Rally – Investorplace.com” published on January 24, 2019, 247Wallst.com published: “Top Analyst Upgrades and Downgrades: Altria, EA, Embraer, Gap, Kinder Morgan, Netflix, Nike, Take-Two, Under Armour and Many More – 24/7 Wall St.” on January 22, 2019. More interesting news about Palo Alto Networks, Inc. (NYSE:PANW) were released by: Investorplace.com and their article: “Are the Analysts Right About Palo Alto Stock? – Investorplace.com” published on January 15, 2019 as well as Seekingalpha.com‘s news article titled: “Palo Alto Networks: Pay No Mind To The Market And Keep Buying – Seeking Alpha” with publication date: December 06, 2018.

More notable recent ResMed Inc. (NYSE:RMD) news were published by: Finance.Yahoo.com which released: “The Daily Biotech Pulse: FDA Panel Backs Amgen’s Hypertension Drug, Adamis Allergy Drug Launched In US – Yahoo Finance” on January 17, 2019, also Seekingalpha.com with their article: “Sell-siders cut views on ResMed in premarket analyst action – Seeking Alpha” published on January 25, 2019, Nasdaq.com published: “New Research Coverage Highlights Gentex, Tenneco, Mercury General, MGM Resorts International, ResMed, and Alnylam Pharmaceuticals — Consolidated Revenues, Company Growth, and Expectations for 2019 – Nasdaq” on January 16, 2019. More interesting news about ResMed Inc. (NYSE:RMD) were released by: Benzinga.com and their article: “9 Stocks Moving In Thursday’s After-Hours Session – Benzinga” published on January 24, 2019 as well as Streetinsider.com‘s news article titled: “Pre-Open Stock Movers 01/25: (WDC) (AVYA) (CGC) Higher; (IDXG) (RMD) (INTC) Lower (more…) – StreetInsider.com” with publication date: January 25, 2019.

Since August 15, 2018, it had 0 insider buys, and 27 sales for $8.29 million activity. Sandercock Brett sold 2,000 shares worth $206,320. Hollingshead James sold $69,528 worth of stock or 600 shares. Douglas Robert Andrew sold 4,291 shares worth $435,279. The insider PENDARVIS DAVID sold $416,730. Another trade for 1,800 shares valued at $200,808 was sold by McHale Richard.

Among 14 analysts covering ResMed Inc (NYSE:RMD), 3 have Buy rating, 4 Sell and 7 Hold. Therefore 21% are positive. ResMed Inc had 48 analyst reports since August 3, 2015 according to SRatingsIntel. The stock of ResMed Inc. (NYSE:RMD) earned “Underperform” rating by Jefferies on Tuesday, August 23. The stock of ResMed Inc. (NYSE:RMD) earned “Hold” rating by BMO Capital Markets on Monday, May 15. The firm earned “Buy” rating on Friday, September 25 by Goldman Sachs. The firm has “Market Perform” rating by BMO Capital Markets given on Wednesday, August 2. The stock of ResMed Inc. (NYSE:RMD) earned “Underperform” rating by Needham on Monday, June 27. The rating was initiated by JP Morgan on Tuesday, October 4 with “Neutral”. Jefferies maintained the shares of RMD in report on Friday, June 2 with “Sell” rating. The rating was upgraded by Macquarie Research on Thursday, April 28 to “Neutral”. The stock has “Hold” rating by Northland Capital on Tuesday, January 23. BMO Capital Markets maintained ResMed Inc. (NYSE:RMD) on Wednesday, October 11 with “Hold” rating.

Palo Alto Networks, Inc. (NYSE:PANW) Institutional Positions Chart