AKAM vs LLNW on Insider and Institution holding pattern

Lets look at AKAM and LLNW’s insider net transactions for last 6 months, as these numbers can give us some insight into the firm if management or board is buying (bullish) or selling (bearish) on the company they run. If you really see, this is all it boils down to, if you run a business and if you are buying then I am l also convinced, no matter how much you talk or release in press, as long as management and board buying, I am in.

LLNW has % net sell by officers and board for last 6 months is 10.1% , means management and board sold 10.1% of total outstanding shares in given period. The same number for AKAM is only 1.1%. Inference of these two number shows that LLNW team has less confidence on its stock and bearish on it.

Lets look at institution’s holding pattern in last six months for these two firms, AKAM institution holding declined 7.66% and LLNW’s declined by 18.25%. In general, increase institution’s holding can signal bullish sentiment about the stock because institutions are have many analysts to value stock and many resources available to them, so them buying the stock validate the bullish sentiment. AKAM’s institution holding declined 7.66% and LLNW’s declined by 18.25%, means institutions have off loaded LLNW more than they did AKAM, and assuming they have done thorough research, LLNW may underperform respective to AKAM for next 6 to 8 months.

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