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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 %
UCFA
51
United Capital Financial Advisors
Texas
$18M +$5.62M +96,110 +45%
HCM
52
Hollencrest Capital Management
California
$17.3M +$16.3M +277,989 +1,636%
TCT
53
TIAA CREF Trust
Missouri
$17M -$4.45M -76,163 -21%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$16.5M -$6.18M -105,709 -27%
SLF
55
Sun Life Financial
Ontario, Canada
$16.5M +$4.26M +72,850 +35%
CHA
56
Cedar Hill Associates
Illinois
$16.5M -$43.3K -740 -0.3%
AA
57
ALPS Advisors
Colorado
$16.2M +$1.03M +17,694 +7%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$14.8M +$3.04M +51,997 +26%
CCMG
59
Clark Capital Management Group
Pennsylvania
$14.4M +$14.4M +246,940 New
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$14.2M +$87.9K +1,503 +0.6%
Two Sigma Investments
61
Two Sigma Investments
New York
$13.1M +$13.1M +223,800 New
PWAG
62
Polaris Wealth Advisory Group
California
$13M +$116K +1,975 +0.9%
B
63
Baird
Wisconsin
$12.4M +$1.94M +33,092 +19%
BHWM
64
Bar Harbor Wealth Management
New Hampshire
$11.9M -$46.1K -788 -0.4%
RSCM
65
Rock Springs Capital Management
Maryland
$11.7M -$9.94M -170,000 -46%
BCM
66
Brookstone Capital Management
Illinois
$11.6M +$3.78M +64,618 +48%
DFO
67
Duquesne Family Office
New York
$11.3M +$292K +5,000 +3%
AAS
68
Annex Advisory Services
Wisconsin
$11.3M +$1.05M +17,879 +10%
ECP
69
Empyrean Capital Partners
California
$11.1M +$11.1M +189,000 New
MCM
70
Manchester Capital Management
Vermont
$11M +$2.26M +38,680 +26%
SWM
71
Strategic Wealth Management
Washington
$10.7M +$2.99M +51,135 +39%
Fisher Asset Management
72
Fisher Asset Management
Washington
$9.86M +$582K +9,949 +6%
SPL
73
Smart Portfolios LLC
Washington
$9.62M +$709K +12,121 +8%
DCC
74
Dow Chemical Company
Michigan
$9.6M -$1.21M -20,678 -11%
FBFS
75
First Business Financial Services
Wisconsin
$9.45M +$2.5M +42,661 +36%
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