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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

408 hedge funds and large institutions have $8.14B invested in Health Care Select Sector SPDR Fund in 2014 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 147 increasing their positions, 154 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
-4
Holders Change %
-0.97%
% of All Funds
11.73%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
1.01%
New
39
Increased
147
Reduced
154
Closed
40
Calls
$191M
Puts
$217M
Net Calls
-$25.6M
Net Calls Change
+$458M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$940M
2
Goldman Sachs
2
Goldman Sachs
New York
$800M
3
State Street
3
State Street
Massachusetts
$106M
4
MAA
4
Managed Account Advisors
New Jersey
$205M
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$81.7M

Top Sellers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$304M
2
EA
2
Euclid Advisors
Connecticut
$506M
3
Morgan Stanley
3
Morgan Stanley
New York
$469M
4
SG Americas Securities
4
SG Americas Securities
New York
$1.36M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$7.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$19M -$12.8K -211 -0.1%
HCM
52
Hollencrest Capital Management
California
$18.2M +$228K +3,747 +1%
CHA
53
Cedar Hill Associates
Illinois
$17.1M -$6.87K -113 -0%
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$17M +$2.25M +36,928 +15%
ONB
55
Old National Bancorp
Indiana
$16.7M +$15.8M +259,532 +1,704%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$16.4M +$1.02M +16,762 +7%
AA
57
ALPS Advisors
Colorado
$14.3M -$2.49M -40,979 -15%
Fisher Asset Management
58
Fisher Asset Management
Washington
$13.8M +$3.52M +57,899 +34%
PWAG
59
Polaris Wealth Advisory Group
California
$13.3M -$184K -3,020 -1%
JG
60
Jefferies Group
New York
$12.4M +$11.5M +189,020 +1,261%
BHWM
61
Bar Harbor Wealth Management
New Hampshire
$12.3M -$51.6K -849 -0.4%
AAS
62
Annex Advisory Services
Wisconsin
$12.3M +$542K +8,912 +5%
DCC
63
Dow Chemical Company
Michigan
$11.5M +$1.55M +25,539 +16%
MCM
64
Murphy Capital Management
New Jersey
$11.2M +$5.44M +89,499 +95%
Point72 Asset Management
65
Point72 Asset Management
Connecticut
$11.1M +$11.1M +182,500 New
AWE
66
Avidian Wealth Enterprises
Texas
$10.9M +$2.23M +36,681 +26%
SWM
67
Strategic Wealth Management
Washington
$10.5M -$634K -10,428 -6%
DFO
68
Duquesne Family Office
New York
$10.5M -$1.28M -21,000 -11%
Ameriprise
69
Ameriprise
Minnesota
$10.3M +$1.12M +18,330 +12%
Northern Trust
70
Northern Trust
Illinois
$9.97M +$484K +7,955 +5%
CP
71
Cinque Partners
California
$9.91M +$2.35M +38,599 +31%
Millennium Management
72
Millennium Management
New York
$9.35M +$8.39M +137,842 +866%
AGM
73
Alpine Global Management
New York
$9.3M +$9.3M +152,913 New
EP
74
Edgestream Partners
New Jersey
$9.04M +$9.04M +148,656 New
MCM
75
Manchester Capital Management
Vermont
$9M -$2.45M -40,337 -21%
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3
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