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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 %
RCM
326
Rotella Capital Management
Washington
$358K +$358K +5,600 New
DIA
327
Denver Investment Advisors
Colorado
$354K +$36.9K +578 +12%
BPBT
328
Boston Private Bank & Trust
Massachusetts
$347K +$22K +345 +7%
DY
329
Dowling & Yahnke
California
$343K -$5.43K -85 -2%
WB
330
WesBanco Bank
West Virginia
$341K – – –
MC
331
Moors & Cabot
Massachusetts
$333K +$333K +5,219 New
SC
332
Sumit Capital
New York
$332K +$332K +5,187 New
FHA
333
First Horizon Advisors
Tennessee
$331K -$12.8K -200 -4%
PFS
334
Prospera Financial Services
Texas
$328K +$105K +1,644 +47%
JG
335
Jefferies Group
New York
$320K -$12.7M -199,005 -98%
GG
336
Gofen & Glossberg
Illinois
$319K +$11.8K +185 +4%
AWS
337
Aris Wealth Services
Pennsylvania
$304K -$56K -877 -16%
OIA
338
Optimum Investment Advisors
Illinois
$301K – – –
OCM
339
Orleans Capital Management
Louisiana
$297K +$297K +4,650 New
X
340
Xponance
Pennsylvania
$294K -$582K -9,140 -66%
FA
341
Fagan Associates
New York
$293K +$1.6K +25 +0.5%
Luther King Capital Management (LKCM)
342
Luther King Capital Management (LKCM)
Texas
$292K -$10.2K -160 -3%
GA
343
Geneva Advisors
Illinois
$292K +$292K +4,565 New
KCM
344
Kanawha Capital Management
Virginia
$289K -$960 -15 -0.3%
STIA
345
Stone Toro Investment Advisers
New Jersey
$288K +$288K +4,500 New
EWM
346
Endurance Wealth Management
Rhode Island
$286K +$15.9K +250 +6%
CTC
347
Central Trust Company
Missouri
$285K +$31.9K +500 +13%
FIM
348
Freedom Investment Management
Connecticut
$281K +$59K +923 +27%
AF
349
Arrow Financial
New York
$277K +$15.5K +243 +6%
BIM
350
Baldwin Investment Management
Pennsylvania
$275K – – –
12 13
14
15 16