Vista Outdoor Inc (VSTO), Hill-Rom Holdings, Inc. (HRC), West Corp (WSTC): Alyeska Investment’s Top Small-Caps

Alyeska Investment Group held a total of 988,218 shares of Hill-Rom Holdings, Inc. (NYSE:HRC) with a market value of $48.42 million. Investors will be keenly watching the activities of the stock after it reported earnings per share of $0.64 in the previous quarter, which represented a surprise factor of 6.67%. Wall Street analysts are however expecting earnings per share on the stock to drop to $0.61 for the current quarter while its average price target estimate for the current fiscal year has been set to $53.50. On a long-term basis, the stock is expected to grow within the next three years to an estimated $12.61 in annual earnings per share. Hill-Rom Holdings, Inc. (NYSE:HRC) is a provider and manufacturer of healthcare equipment and services. With the sector doing quite well, it’s expected that it will also benefit and realize strong growth. Some of the subsidiaries it has acquired included Germany-based Volker Group, and Aspen Surgical Products. Other hedge funds that had investments in Hill-Rom are Jasper Ridge Partners, which reduced its position in the stock to 523,226 shares worth $23.87 million, and Efrem Kamen‘s Pura Vida Investments, which raised its stake to 60,000 shares valued at $2.94 million.

The final stock we are going to look at is West Corp (NASDAQ:WSTC), in which the fund held a total of 1.12 million shares with a value of $37.64 million. The stock was another one of the fund’s new purchases for the quarter. With the goal of providing its customers with improved services, West Corp (NASDAQ:WSTC) recently announced the finalization of its estimated $19 million acquisition of Intrafinity, Inc., a website and Content Management System company, doing business as SharpSchool. The objective of the acquisition is to integrate its services into West Corp’s SchoolMessenger. West Corp posted earnings per share of $0.78, beating analysts’ consensus estimate of $0.74, which also meant year-over-year improvement of $0.08. The same quarter also saw the company post a 5.7% increase in revenue compared to the same quarter last year. On average, the stock currently boasts a “Buy” rating based on consensus estimates submitted by 11 analysts, while it currently has a 12-month price target of $34.57 based on brokerages that have commented on the stock over the past year, suggesting upside of 12%. Out of the 730 hedge funds that we are monitoring, 26 of them were among the company’s shareholders, including David Rodriguez-Fraile’s BlueMar Capital Management, Roger Ibbotson‘s Zebra Capital Management, and Robert B. Gillam‘s McKinley Capital Management.

Disclosure: None