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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

349 hedge funds and large institutions have $5.84B invested in Health Care Select Sector SPDR Fund in 2013 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 133 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+15
Holders Change %
+4.49%
% of All Funds
11.32%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.97%
New
52
Increased
133
Reduced
114
Closed
33
Calls
$344M
Puts
$449M
Net Calls
-$105M
Net Calls Change
+$31.5M

Top Buyers

1
EA
Euclid Advisors
Connecticut
$430M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$92.3M
3
Two Sigma Investments
Two Sigma Investments
New York
$26.7M
4
Morgan Stanley
Morgan Stanley
New York
$418M
5
RMPT
Raytheon Master Pension Trust
Massachusetts
$24.4M

Top Sellers

1
CA
Commerzbank Aktiengesellschaft
Germany
$182M
2
Bank of America
Bank of America
North Carolina
$699M
3
Deutsche Bank
Deutsche Bank
Germany
$188M
4
CS
Credit Suisse
Switzerland
$30.4M
5
Ameriprise
Ameriprise
Minnesota
$7.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
251
Franklin Resources
California
$385K +$38.4K +759 +11%
CFB
252
Cullen/Frost Bankers
Texas
$385K +$61.7K +1,220 +19%
ACM
253
Aviance Capital Management
Florida
$383K -$15.3K -303 -4%
AI
254
Atria Investments
North Carolina
$376K -$12.7M -251,024 -97%
LA
255
Lynch & Associates
Indiana
$374K +$43K +850 +13%
SIC
256
Salem Investment Counselors
North Carolina
$368K +$31.9K +630 +9%
ACM
257
Azimuth Capital Management
Michigan
$367K -$3.04K -60 -0.8%
FMC
258
First Merchants Corp
Indiana
$359K – – –
NEPWA
259
New England Private Wealth Advisors
Massachusetts
$359K +$359K +7,100 New
TT
260
Tiedemann Trust
Delaware
$348K – – –
PCM
261
Parsons Capital Management
Rhode Island
$345K +$3.29K +65 +1%
BAC
262
Boys Arnold & Co
North Carolina
$345K +$126K +2,490 +57%
LS
263
Lattice Strategies
Pennsylvania
$344K – – –
Neuberger Berman Group
264
Neuberger Berman Group
New York
$341K – – –
AIA
265
Avalon Investment & Advisory
Texas
$327K – – –
RFC
266
Russell Frank Company
Washington
$323K +$323K +6,395 New
RIA
267
Regal Investment Advisors
Michigan
$322K +$191K +3,777 +146%
WJA
268
Williams Jones & Associates
New York
$316K – – –
MIH
269
Madison Investment Holdings
Wisconsin
$316K +$316K +6,250 New
BBPWM
270
Blue Bell Private Wealth Management
Pennsylvania
$312K -$25.3K -500 -7%
HIM
271
Hanlon Investment Management
New Jersey
$308K +$308K +6,087 New
DCM
272
Donaldson Capital Management
Indiana
$302K -$2.33K -46 -0.8%
DY
273
Dowling & Yahnke
California
$292K – – –
Jane Street
274
Jane Street
New York
$289K -$708K -14,020 -71%
FHA
275
First Horizon Advisors
Tennessee
$287K +$287K +5,670 New
9 10
11
12 13