Ruffer Llp Position in Alliance Data Systems Corp (ADS) Has Cut by $67.80 Million as Share Value Declined

May 26, 2018 - By Vivian Currie

Alliance Data Systems Corporation (NYSE:ADS) LogoInvestors sentiment is 0.93 in Q4 2017. Its the same as in 2017Q3. It has no change, as 39 investors sold ADS shares while 176 reduced holdings. only 69 funds opened positions while 132 raised stakes. 51.81 million shares or 1.64% more from 50.97 million shares in 2017Q3 were reported. The Washington-based Cornerstone Advsr has invested 0% in Alliance Data Systems Corporation (NYSE:ADS). Old Mutual Customised Solutions (Proprietary) invested 0.01% of its portfolio in Alliance Data Systems Corporation (NYSE:ADS). Kbc Gp Nv, a Belgium-based fund reported 249,318 shares. Park West Asset Management Limited Liability Company reported 1.35% stake. Engines Ltd Liability Co reported 0.01% in Alliance Data Systems Corporation (NYSE:ADS). Columbia Prtn L L C Inv Mngmt holds 0.93% or 27,811 shares in its portfolio. First Interstate Retail Bank reported 0.02% stake. Markston Llc has 0% invested in Alliance Data Systems Corporation (NYSE:ADS) for 63 shares. 10,548 are owned by Gateway Investment Advisers Limited Liability. Stonebridge Cap Mgmt reported 950 shares stake. 12,000 were accumulated by Stonerise Management Ltd Liability Corp. First Allied Advisory accumulated 0.03% or 3,342 shares. Ngam Advsr LP reported 24,491 shares or 0.06% of all its holdings. Mendel Money Mgmt has 2.28% invested in Alliance Data Systems Corporation (NYSE:ADS). Samlyn Capital Llc has 186,684 shares.

Since February 16, 2018, it had 2 insider buys, and 2 selling transactions for $33.28 million activity. ValueAct Holdings – L.P. also bought $542,430 worth of Alliance Data Systems Corporation (NYSE:ADS) on Tuesday, May 15. $5.14 million worth of Alliance Data Systems Corporation (NYSE:ADS) shares were sold by HEFFERNAN EDWARD J.

Ruffer Llp decreased its stake in Alliance Data Systems Corp (ADS) by 51.68% based on its latest 2017Q4 regulatory filing with the SEC. Ruffer Llp sold 267,971 shares as the company’s stock declined 13.04% with the market. The institutional investor held 250,544 shares of the business services company at the end of 2017Q4, valued at $63.49M, down from 518,515 at the end of the previous reported quarter. Ruffer Llp who had been investing in Alliance Data Systems Corp for a number of months, seems to be less bullish one the $11.81 billion market cap company. The stock decreased 0.36% or $0.77 during the last trading session, reaching $213.13. About 280,862 shares traded. Alliance Data Systems Corporation (NYSE:ADS) has declined 9.99% since May 26, 2017 and is downtrending. It has underperformed by 21.54% the S&P500.

Ruffer Llp, which manages about $2.46B US Long portfolio, upped its stake in Coeur Mng Inc (NYSE:CDE) by 622,242 shares to 822,242 shares, valued at $6.17 million in 2017Q4, according to the filing. It also increased its holding in Anglogold Ashanti Ltd (NYSE:AU) by 1.47 million shares in the quarter, for a total of 3.29M shares, and has risen its stake in Gold Fields Ltd (NYSE:GFI).

Analysts await Alliance Data Systems Corporation (NYSE:ADS) to report earnings on July, 19. They expect $4.32 EPS, up 20.67 % or $0.74 from last year’s $3.58 per share. ADS’s profit will be $239.32 million for 12.33 P/E if the $4.32 EPS becomes a reality. After $4.10 actual EPS reported by Alliance Data Systems Corporation for the previous quarter, Wall Street now forecasts 5.37 % EPS growth.

More notable recent Alliance Data Systems Corporation (NYSE:ADS) news were published by: Bizjournals.com which released: “Brooklyn-based Appliances Connection unveils credit card initiative” on May 17, 2018, also Seekingalpha.com with their article: “Tracking Allan Mecham’s Arlington Value Capital Portfolio – Q1 2018 Update” published on May 26, 2018, Gurufocus.com published: “Signet Jewelers Ltd. Shines With Alliance Data’s Conversant And Epsilon, Signs Expansion Agreement For Digital …” on May 22, 2018. More interesting news about Alliance Data Systems Corporation (NYSE:ADS) were released by: Streetinsider.com and their article: “Viking Global’s 13F Shows New Stakes in Alibaba (BABA), BioMarin (BMRN) and Western Digital (WDC), Increase in …” published on May 15, 2018 as well as Benzinga.com‘s news article titled: “Insider Buys Of The Week: ADS, Tesla, Teva And More” with publication date: May 13, 2018.

Alliance Data Systems Corporation (NYSE:ADS) Ratings Coverage

Among 17 analysts covering Alliance Data Systems (NYSE:ADS), 7 have Buy rating, 1 Sell and 9 Hold. Therefore 41% are positive. Alliance Data Systems has $368.0 highest and $20600 lowest target. $255.07’s average target is 19.68% above currents $213.13 stock price. Alliance Data Systems had 34 analyst reports since December 15, 2017 according to SRatingsIntel. Barclays Capital upgraded the stock to “Overweight” rating in Wednesday, January 3 report. Susquehanna maintained the shares of ADS in report on Friday, March 9 with “Hold” rating. The firm earned “Buy” rating on Friday, January 26 by Edward Jones. The firm has “Hold” rating given on Tuesday, April 3 by Susquehanna. The stock has “Buy” rating by RBC Capital Markets on Wednesday, March 28. Wedbush maintained it with “Hold” rating and $23000 target in Monday, April 2 report. As per Tuesday, March 27, the company rating was initiated by UBS. The firm has “Buy” rating given on Monday, February 26 by Edward Jones. The stock of Alliance Data Systems Corporation (NYSE:ADS) has “Buy” rating given on Thursday, January 25 by Piper Jaffray. The firm has “Hold” rating by Robert W. Baird given on Monday, April 16.

Alliance Data Systems Corporation (NYSE:ADS) Institutional Positions Chart

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