State Street SPDR S&P Health Care Equipment ETF
XHE
12 hedge funds and large institutions have $23.5M invested in State Street SPDR S&P Health Care Equipment ETF in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
13% more capital invested
Capital invested by funds: $20.8M → $23.5M (+$2.74M)
7.73% more ownership
Funds ownership: 131.85% → 139.58% (+7.7%)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$3.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.18M |
| 3 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
+$422K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$88K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$47.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $12.4M | +$88K | +2,274 | +0.7% |
|
|
2
Morgan Stanley
New York
| $6.11M | +$3.2M | +82,712 | +103% |
|
|
PAG
3
Pinnacle Advisory Group
Columbia,
Maryland
| $1.41M | -$471K | -12,180 | -24% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.24M | +$1.18M | +30,530 | +1,324% |
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $838K | -$631K | -16,312 | -42% |
|
|
BHB
6
Bank Hapoalim BM
Tel Aviv,
Israel
| $411K | +$422K | +10,890 | New |
|
|
U
7
UBS
Zurich,
Switzerland
| $392K | +$47.1K | +1,218 | +13% |
|
|
VKH
8
Virtu KCG Holdings
New York
| $391K | +$14.3K | +370 | +4% |
|
9
Wells Fargo
San Francisco,
California
| $214K | +$38.9K | +1,004 | +21% |
|
|
NES
10
New England Securities
New York
| $61K | +$7.82K | +202 | +14% |
|
11
Ameriprise
Minneapolis,
Minnesota
| $14K | +$14.7K | +380 | New |
|
|
OIA
12
Optimum Investment Advisors
Chicago,
Illinois
| $12K | – | – | – |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| – | -$8K | -198 | Closed |
|
|
GSC
14
Ground Swell Capital
Folly Beach,
South Carolina
| – | -$6K | -164 | Closed |
|
XHE Hedge Fund Activity: Q3 2014 in Review
12 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q3 2014, worth a combined $23.5M — up 13% from $20.8M a quarter earlier.
Fund positioning in XHE was balanced in Q3 2014: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.2M. The largest seller was Susquehanna International Group, cutting an estimated $631K.
- 12 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $23.5M of State Street SPDR S&P Health Care Equipment ETF stock for Q3 2014, up 13% quarter-over-quarter.
- 2 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q3 2014 and 2 closed out, a net change of 0 holders.
- The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q3 2014 was Morgan Stanley, an estimated $3.2M added.
- The largest State Street SPDR S&P Health Care Equipment ETF seller in Q3 2014 was Susquehanna International Group, an estimated $631K sold.
Based on aggregated 13F filings for Q3 2014.