Manning & Napier Advisors LLC Q2 2017 vs. Q3 2017 13F Holdings Comparison

Manning & Napier Advisors LLC is a well-known global investment management company that provides a wide range of investment strategies. The firm has released its Q2 2017 vs. Q3 2017 13F holdings comparison. According to the report, the firm has made some significant changes to its holdings in various industries. This blog post will provide a detailed analysis of these changes and why they matter.

One of the significant changes made by Manning & Napier Advisors LLC is the increase of its holdings in Medtronic PLC. The firm had 5,198,146 shares of the company in Q2 2017, which increased to 5,289,068 shares in Q3 2017. The value of the shares decreased from $461,334,000 to $411,329,000, representing a decrease of 10.8%. This change signifies the firm's continued interest in the healthcare sector despite the decrease in the value of the shares.

Another notable change made by Manning & Napier Advisors LLC is the decrease of its holdings in Facebook Inc. The firm had 2,345,016 shares of the company in Q2 2017, which decreased to 2,225,794 shares in Q3 2017. The value of the shares increased from $354,049,000 to $380,320,000, representing an increase of 7.4%. This change signifies the firm's cautious approach to the technology sector, given the recent data scandals in the industry.

Novartis AG is another company that saw a decrease in Manning & Napier Advisors LLC's holdings. The firm had 4,767,723 shares of the company in Q2 2017, which decreased to 4,392,659 shares in Q3 2017. The value of the shares decreased from $397,960,000 to $377,108,000, representing a decrease of 5.2%. This change signifies the firm's reduced interest in the pharmaceutical industry.

On the other hand, Manning & Napier Advisors LLC increased its holdings in ServiceNow Inc. The firm had 3,334,275 shares of the company in Q2 2017, which increased to 3,197,529 shares in Q3 2017. The value of the shares increased from $353,431,000 to $375,804,000, representing an increase of 6.3%. This change signifies the firm's growing interest in the software industry.

Unilever PLC is another company that saw a decrease in Manning & Napier Advisors LLC's holdings. The firm had 7,090,740 shares of the company in Q2 2017, which decreased to 6,246,034 shares in Q3 2017. The value of the shares decreased from $383,749,000 to $362,019,000, representing a decrease of 5.7%. This change signifies the firm's reduced interest in the consumer goods sector.

In conclusion, Manning & Napier Advisors LLC made significant changes to its holdings in Q2 2017 vs. Q3 2017. The firm increased its interest in healthcare and software industries while showing a reduced interest in the pharmaceutical and consumer goods sectors. The firm's cautious approach to the tech industry is also evident in its decreased holdings in Facebook Inc. These changes represent the firm's dynamic investment strategy in response to the constantly changing market conditions.