State Street SPDR S&P Health Care Equipment ETF
XHE
11 hedge funds and large institutions have $26.4M invested in State Street SPDR S&P Health Care Equipment ETF in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
12% more capital invested
Capital invested by funds: $23.5M → $26.4M (+$2.88M)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
4.68% less ownership
Funds ownership: 139.58% → 134.9% (-4.7%)
8% less funds holding
Funds holding: 12 → 11 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.37M |
| 2 |
ST
Spinnaker Trust
Portland,
Maine
|
+$314K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$238K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$196K |
| 5 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
+$4.46K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$1.41M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$873K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$391K |
| 4 |
NES
New England Securities
New York
|
-$61K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$58K |
XHE Hedge Fund Activity: Q4 2014 in Review
11 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q4 2014, worth a combined $26.4M — up 12% from $23.5M a quarter earlier.
Fund positioning in XHE was balanced in Q4 2014: 4 funds opened new positions, 4 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.37M. The largest seller was Pinnacle Advisory Group, exiting entirely with an estimated $1.41M sold.
- 11 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q4 2014, down from 12 in Q3 2014.
- Funds reported $26.4M of State Street SPDR S&P Health Care Equipment ETF stock for Q4 2014, up 12% quarter-over-quarter.
- 4 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q4 2014 and 4 closed out, a net change of 0 holders.
- The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q4 2014 was Morgan Stanley, an estimated $1.37M added.
- The largest State Street SPDR S&P Health Care Equipment ETF seller in Q4 2014 was Pinnacle Advisory Group, an estimated $1.41M sold.
Based on aggregated 13F filings for Q4 2014.