State Street SPDR S&P Health Care Equipment ETF
XHE
9 hedge funds and large institutions have $19.5M invested in State Street SPDR S&P Health Care Equipment ETF in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
29% more funds holding
Funds holding: 7 → 9 (+2)
16% more capital invested
Capital invested by funds: $16.9M → $19.5M (+$2.63M)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
1.87% less ownership
Funds ownership: 126.31% → 124.44% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.06M |
| 2 |
CCT
Country Club Trust
Kansas City,
Missouri
|
+$607K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$413K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$220K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$268K |
| 2 |
AIG
American International Group
New York
|
-$42.8K |
| 3 |
LPL Financial
San Diego,
California
|
-$26.3K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.87K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $12.2M | +$413K | +10,512 | +3% |
|
|
2
Morgan Stanley
New York
| $3.08M | -$268K | -6,822 | -8% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $2.19M | +$1.06M | +26,886 | +93% |
|
|
U
4
UBS
Zurich,
Switzerland
| $671K | +$220K | +5,608 | +49% |
|
|
CCT
5
Country Club Trust
Kansas City,
Missouri
| $606K | +$607K | +15,460 | New |
|
|
6
LPL Financial
San Diego,
California
| $255K | -$26.3K | -670 | -9% |
|
|
7
Wells Fargo
San Francisco,
California
| $234K | -$4.87K | -124 | -2% |
|
|
VKH
8
Virtu KCG Holdings
New York
| $206K | +$206K | +5,246 | New |
|
|
NES
9
New England Securities
New York
| $27K | +$27.5K | +700 | New |
|
|
AIG
10
American International Group
New York
| – | -$42.8K | -1,120 | Closed |
|
XHE Hedge Fund Activity: Q1 2014 in Review
9 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q1 2014, worth a combined $19.5M — up 16% from $16.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new XHE positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.06M. The largest seller was Morgan Stanley, cutting an estimated $268K.
- 9 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q1 2014, up from 7 in Q4 2013.
- Funds reported $19.5M of State Street SPDR S&P Health Care Equipment ETF stock for Q1 2014, up 16% quarter-over-quarter.
- 3 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q1 2014 and 1 closed out, a net change of +2 holders.
- The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q1 2014 was Susquehanna International Group, an estimated $1.06M added.
- The largest State Street SPDR S&P Health Care Equipment ETF seller in Q1 2014 was Morgan Stanley, an estimated $268K sold.
Based on aggregated 13F filings for Q1 2014.