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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

412 hedge funds and large institutions have $8.3B invested in Health Care Select Sector SPDR Fund in 2014 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 198 increasing their positions, 113 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+22
Holders Change %
+5.64%
% of All Funds
11.91%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
1.04%
New
56
Increased
198
Reduced
113
Closed
33
Calls
$360M
Puts
$844M
Net Calls
-$484M
Net Calls Change
-$277M

Top Buyers

1
BlackRock
BlackRock
New York
+$246M
2
EA
Euclid Advisors
Connecticut
+$208M
3
CA
Commerzbank Aktiengesellschaft
Germany
+$165M
4
U
UBS
Switzerland
+$141M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$104M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$107M
2
State Street
State Street
Massachusetts
-$101M
3
LMIM
Lockheed Martin Investment Management
Maryland
-$59.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$54.3M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$52.2M +$10.3M +176,333 +25%
BA
27
BlackRock Advisors
Delaware
$52.2M +$51.2M +875,452 +5,180%
AII
28
AGF Investments Inc
Ontario, Canada
$45.5M +$28.6M +488,183 +169%
TAIM
29
TD Ameritrade Investment Management
Nebraska
$42.7M +$10.3M +176,791 +32%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$41.7M +$17.5M +299,177 +72%
Rafferty Asset Management
31
Rafferty Asset Management
New York
$40.9M +$21.7M +370,486 +113%
DWA
32
Dorsey Wright & Associates
California
$40.6M +$1.55M +26,588 +4%
SG
33
Swarthmore Group
Pennsylvania
$40.6M +$52.6K +900 +0.1%
BFA
34
Beaumont Financial Advisors
Massachusetts
$36.2M +$7.57M +129,374 +26%
VIA
35
Virtus Investment Advisers
Connecticut
$36.1M +$6.5M +111,109 +22%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$32.5M +$10.3M +175,298 +46%
NB
37
Norinchukin Bank
Japan
$31.9M – – –
MM
38
Main Management
California
$30.9M -$77.4K -1,323 -0.2%
GA
39
Giralda Advisors
New York
$30.7M -$3.59M -61,300 -10%
AIA
40
Arrow Investment Advisors
Maryland
$28.7M +$1.58M +27,050 +6%
KWILP
41
Kiwi Wealth Investments Limited Partnership
New Zealand
$26.9M -$22.1K -378 -0.1%
CM
42
Churchill Management
California
$23.5M +$1.67M +28,514 +8%
SR
43
Swiss Reinsurance
Switzerland
$22.5M +$10.2M +175,000 +83%
SWA
44
SFMG Wealth Advisors
Texas
$22.4M +$278K +4,749 +1%
BCI
45
Brinker Capital Investments
Pennsylvania
$22.1M -$140K -2,390 -0.6%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$21.8M +$3.54M +60,502 +19%
MB
47
Mizuho Bank
Japan
$21.6M +$21.6M +370,000 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$18.4M +$1.83M +31,236 +11%
US Bancorp
49
US Bancorp
Minnesota
$18.3M +$1.19M +20,328 +7%
KKRC
50
Kohlberg Kravis Roberts & Co
New York
$18.3M -$766K -13,100 -4%
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