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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 %
SFM
76
Sphera Funds Management
Israel
$9.32M +$1.36M +23,330 +17%
TPSF
77
Texas Permanent School Fund
Texas
$9.26M +$3.32M +56,708 +56%
Northern Trust
78
Northern Trust
Illinois
$9.12M +$1.12M +19,216 +14%
MG
79
Mather Group
Illinois
$8.99M +$222K +3,793 +3%
ACM
80
Atlanta Capital Management
Georgia
$8.9M +$2.97M +50,733 +50%
Ameriprise
81
Ameriprise
Minnesota
$8.84M +$27.7K +473 +0.3%
BWM
82
Braver Wealth Management
Massachusetts
$8.64M +$5.19M +88,663 +150%
FSIM
83
F-Squared Investment Management
Massachusetts
$8.63M +$2.97M +50,759 +52%
AWE
84
Avidian Wealth Enterprises
Texas
$8.33M +$7.8M +132,882 +1,466%
Natixis Advisors
85
Natixis Advisors
Massachusetts
$7.91M -$719K -12,284 -8%
EC
86
Estate Counselors
Wisconsin
$7.84M +$4.52M +77,280 +136%
BMM
87
Berkshire Money Management
Massachusetts
$7.8M +$127K +2,173 +2%
TD Asset Management
88
TD Asset Management
Ontario, Canada
$7.71M – – –
LMIM
89
Lockheed Martin Investment Management
Maryland
$7.64M -$59.2M -1,011,256 -89%
AF
90
Ally Financial
Michigan
$7.6M +$7.6M +130,000 New
FF
91
Friedenthal Financial
New Jersey
$7.4M +$4.68M +209,520 +172%
CP
92
Cinque Partners
California
$7.27M -$94.6K -1,618 -1%
FIM
93
Foresters Investment Management
New York
$6.62M -$23.4K -400 -0.4%
SBWM
94
Sunflower Bank Wealth Management
Arizona
$6.25M +$240K +4,106 +4%
Lazard Asset Management
95
Lazard Asset Management
New York
$6M -$123K -2,100 -2%
HSBC Holdings
96
HSBC Holdings
United Kingdom
$5.89M +$566K +9,695 +11%
MCM
97
Murphy Capital Management
New Jersey
$5.51M +$556K +9,506 +11%
CC
98
Callan Capital
California
$5.48M +$174K +2,983 +3%
Nomura Holdings
99
Nomura Holdings
Japan
$5.25M +$3.06M +52,408 +140%
WF
100
WealthTrust Fairport
Ohio
$5.14M +$574K +9,808 +13%
2 3
4
5 6