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State Street Health Care Select Sector SPDR ETF

614 hedge funds and large institutions have $9.19B invested in State Street Health Care Select Sector SPDR ETF in 2016 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 200 increasing their positions, 187 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 64

21% more call options, than puts

Call options by funds: $888M | Put options by funds: $733M

13% more funds holding

Funds holding: 541614 (+73)

12% more funds holding in top 10

Funds holding in top 10: 4247 (+5)

7% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 187

5% less capital invested

Capital invested by funds: $9.71B → $9.19B (-$519M)

8.51% less ownership

Funds ownership: 76.55%68.04% (-8.5%)

Holders
614
Holders Change
+73
Holders Change %
+13.49%
% of All Funds
15.35%
Holding in Top 10
47
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.9%
% of All Funds
1.18%
New
145
Increased
200
Reduced
187
Closed
64
Calls
$888M
Puts
$733M
Net Calls
+$155M
Net Calls Change
-$88.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
51
Berkshire Money Management
Massachusetts
$16M +$5.98M +86,178 +59%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.8M +$3.05M +44,000 +24%
Stifel Financial
53
Stifel Financial
Missouri
$15.7M +$5.89M +84,769 +59%
BHWM
54
Bar Harbor Wealth Management
New Hampshire
$14.8M -$167K -2,404 -1%
SG
55
Swarthmore Group
Pennsylvania
$14.7M +$1.6M +23,000 +12%
KHLMVGHM
56
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$14.5M
AA
57
ALPS Advisors
Colorado
$14.4M +$1.08M +15,598 +8%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$14.3M +$84.4K +1,215 +0.6%
MCM
59
Murphy Capital Management
New Jersey
$14.2M -$787K -11,342 -5%
Balyasny Asset Management
60
Balyasny Asset Management
Illinois
$13.8M +$13.9M +200,000 New
VSI
61
Verde Servicos Internacionais
Brazil
$13.8M +$13.9M +199,763 New
ONB
62
Old National Bancorp
Indiana
$13.5M +$4.26M +61,303 +46%
MMA
63
Miracle Mile Advisors
California
$12.9M +$12.9M +186,441 New
HighTower Advisors
64
HighTower Advisors
Illinois
$12.8M +$1.88M +27,043 +17%
William Blair & Company
65
William Blair & Company
Illinois
$12.5M +$3.65M +52,514 +41%
Squarepoint
66
Squarepoint
New York
$12.5M +$7.69M +110,780 +158%
AIM
67
Astor Investment Management
Illinois
$11.5M +$11.5M +166,187 New
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$10.8M -$8.04M -115,750 -42%
Millennium Management
69
Millennium Management
New York
$10.5M -$399K -5,749 -4%
CAM
70
Capstone Asset Management
Texas
$10.5M -$2.38M -34,211 -18%
RWM
71
Rezny Wealth Management
Florida
$10.4M +$1.48M +21,373 +16%
WBG
72
Wharton Business Group
Pennsylvania
$10M +$6.58M +94,765 +189%
WF
73
WealthTrust Fairport
Ohio
$9.89M -$139K -1,995 -1%
LTFS
74
Ladenburg Thalmann Financial Services
Florida
$9.75M +$332K +4,782 +4%
WA
75
WestEnd Advisors
North Carolina
$9.59M +$3.83M +55,196 +66%

XLV Hedge Fund Activity: Q4 2016 in Review

614 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q4 2016, worth a combined $9.19B — down 5.3% from $9.71B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new XLV positions and 64 closed out — a net gain of 81 holders — while 200 added to existing stakes and 187 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $313M. The largest seller was Bank of America, cutting an estimated $395M.

  • 614 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q4 2016, up from 541 in Q3 2016.
  • Funds reported $9.19B of State Street Health Care Select Sector SPDR ETF stock for Q4 2016, down 5.3% quarter-over-quarter.
  • 145 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q4 2016 and 64 closed out, a net change of +81 holders.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q4 2016 was JP Morgan Chase, an estimated $313M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q4 2016 was Bank of America, an estimated $395M sold.

Based on aggregated 13F filings for Q4 2016.