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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

768 hedge funds and large institutions have $12.4B invested in Health Care Select Sector SPDR Fund in 2017 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 253 increasing their positions, 245 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
+65
Holders Change %
+9.25%
% of All Funds
17.44%
Holding in Top 10
58
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.92%
% of All Funds
1.32%
New
143
Increased
253
Reduced
245
Closed
67
Calls
$523M
Puts
$1.01B
Net Calls
-$489M
Net Calls Change
-$381M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$333M
2
WIM
Windhaven Investment Management
Massachusetts
+$92.2M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$91M
4
Citigroup
Citigroup
New York
+$50.5M
5
N
Natixis
France
+$40.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$174M
2
Bank of America
Bank of America
North Carolina
-$171M
3
QIM
Quantitative Investment Management
Virginia
-$129M
4
CS
Credit Suisse
Switzerland
-$91M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$75M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
451
Contravisory Investment Management
Massachusetts
$583K -$80.6K -974 -12%
GRP
452
Global Retirement Partners
California
$579K -$38.3K -464 -6%
WPC
453
Waters Parkerson & Co
Louisiana
$579K – – –
BSW
454
Buckingham Strategic Wealth
Missouri
$578K -$10.8K -131 -2%
HCM
455
Hilton Capital Management
New York
$575K -$835K – –
FMC
456
First Merchants Corp
Indiana
$570K – – –
LWCFA
457
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$569K – – –
RJT
458
Raymond James Trust
Florida
$568K +$180K +2,173 +46%
ACM
459
Azimuth Capital Management
Michigan
$563K -$413 -5 -0.1%
MOS
460
MGO One Seven
Ohio
$560K +$560K +6,774 New
CA
461
Corrado Advisors
New Jersey
$559K -$17.1K -207 -3%
CS
462
Cannell & Spears
New York
$545K – – –
WTB
463
Washington Trust Bank
Washington
$543K +$105K +1,263 +24%
BCFS
464
Butensky & Cohen Financial Security
Florida
$542K +$66.1K +800 +14%
FC
465
Ferris Capital
Massachusetts
$537K +$537K +6,500 New
MAM
466
Meeder Asset Management
Ohio
$534K +$115K +1,385 +27%
PSUF
467
People's United Financial
Connecticut
$533K +$533K +6,438 New
PFM
468
Peak Financial Management
Massachusetts
$518K – – –
AAMA
469
Advanced Asset Management Advisors
Ohio
$515K +$515K +6,229 New
GWM
470
Greenwich Wealth Management
Connecticut
$511K +$17K +205 +3%
OIA
471
Optimum Investment Advisors
Illinois
$508K – – –
DIP
472
DT Investment Partners
Pennsylvania
$500K – – –
GWM
473
Geneos Wealth Management
Colorado
$497K +$22.3K +270 +5%
DSAM
474
Dock Street Asset Management
Florida
$496K +$175K +2,115 +54%
SFM
475
Signet Financial Management
New Jersey
$495K +$129K +1,559 +35%
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