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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

443 hedge funds and large institutions have $8.96B invested in Health Care Select Sector SPDR Fund in 2014 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 178 increasing their positions, 125 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+35
Holders Change %
+8.58%
% of All Funds
12.86%
Holding in Top 10
43
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+22.86%
% of All Funds
1.25%
New
58
Increased
178
Reduced
125
Closed
23
Calls
$171M
Puts
$471M
Net Calls
-$300M
Net Calls Change
-$275M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$288M
2
MAA
Managed Account Advisors
New Jersey
$353M
3
Two Sigma Investments
Two Sigma Investments
New York
$107M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$99.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$369M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$857M
2
CA
Commerzbank Aktiengesellschaft
Germany
$192M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$84.8M
4
Morgan Stanley
Morgan Stanley
New York
$428M
5
SMM
Stadion Money Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
301
Court Place Advisors
Maryland
$447K – – –
MA
302
MUFG Americas
New York
$438K +$120K +1,874 +38%
SMC
303
Smith, Moore & Co
Missouri
$426K +$22.9K +359 +6%
SIC
304
Salem Investment Counselors
North Carolina
$425K – – –
AIA
305
Avalon Investment & Advisory
Texas
$424K – – –
LCM
306
LVM Capital Management
Michigan
$422K – – –
LBG
307
Lloyds Banking Group
United Kingdom
$419K -$2.36M -36,969 -85%
IAA
308
Ironsides Asset Advisors
North Carolina
$416K -$1.14M -17,859 -73%
BPCE
309
Bank Pictet & Cie (Europe)
Germany
$409K +$409K +6,395 New
RFC
310
Russell Frank Company
Washington
$408K – – –
Neuberger Berman Group
311
Neuberger Berman Group
New York
$403K -$7.66K -120 -2%
CFC
312
Coyle Financial Counsel
Illinois
$401K – – –
PCM
313
Parsons Capital Management
Rhode Island
$400K -$7.04K -110 -2%
MIH
314
Madison Investment Holdings
Wisconsin
$399K – – –
KA
315
Kovack Advisors
Florida
$395K +$31.5K +494 +9%
BBPWM
316
Blue Bell Private Wealth Management
Pennsylvania
$388K – – –
PTC
317
Private Trust Company
Ohio
$386K -$57.2K -896 -13%
TFA
318
Transamerica Financial Advisors
Florida
$382K -$2.11M -33,051 -85%
ACM
319
Azimuth Capital Management
Michigan
$373K +$7.35K +115 +2%
LS
320
Lattice Strategies
Pennsylvania
$371K – – –
MC
321
Montag & Caldwell
Georgia
$369K +$137K +2,134 +59%
BCM
322
Boltwood Capital Management
California
$369K +$158K +2,475 +75%
NEPWA
323
New England Private Wealth Advisors
Massachusetts
$363K -$92.3K -1,443 -20%
FAAM
324
First Allied Asset Management
California
$361K +$361K +5,661 New
SI
325
Sprott Inc
Ontario, Canada
$358K +$358K +5,600 New
11 12
13
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