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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 %
SAMT
126
Select Asset Management & Trust
Pennsylvania
$3.4M +$797K +13,625 +31%
EWM
127
Evercore Wealth Management
New York
$3.35M +$205K +3,500 +7%
BOK
128
Bank of Kentucky
Kentucky
$3.31M +$1.31M +22,454 +66%
ACS
129
Archford Capital Strategies
Illinois
$3.27M +$3.27M +55,925 New
Renaissance Technologies
130
Renaissance Technologies
New York
$3.26M +$2.98M +50,900 +1,060%
KIA
131
KCM Investment Advisors
California
$3.22M +$429K +7,340 +15%
ICOA
132
Investment Centers of America
North Dakota
$3.21M +$2.75M +54,286 +602%
FAM
133
Foothills Asset Management
Arizona
$3.21M +$10.5K +180 +0.3%
SWM
134
Segment Wealth Management
Texas
$3.19M +$50.4K +862 +2%
MLM
135
Mount Lucas Management
Pennsylvania
$3.15M -$331K -5,662 -10%
MFS
136
MSI Financial Services
Massachusetts
$3.12M +$693K +11,845 +29%
BFEC
137
Benjamin F. Edwards & Company
Missouri
$3.07M +$394K +6,733 +15%
ST
138
Sabal Trust
Florida
$3.04M -$290K -4,950 -9%
HJA
139
Hugh Johnson Advisors
New York
$2.97M +$425K +7,260 +17%
MCM
140
Moore Capital Management
New York
$2.93M -$29.1M -496,601 -91%
FCI
141
Financial Counselors Inc
Kansas
$2.91M -$18K -307 -0.6%
SHWM
142
Smith & Howard Wealth Management
Georgia
$2.83M +$145K +2,484 +5%
MBT
143
Monroe Bank & Trust
Michigan
$2.72M -$15.4K -263 -0.6%
PI
144
Placemark Investments
Illinois
$2.71M -$51.9K -888 -2%
FNT
145
First National Trust
Pennsylvania
$2.62M -$198K -3,384 -7%
HCMNY
146
Howard Capital Management (New York)
New York
$2.61M +$172K +2,935 +7%
KeyBank National Association
147
KeyBank National Association
Ohio
$2.6M +$24.7K +422 +1%
TH
148
Timber Hill
Connecticut
$2.58M +$1.54M +26,389 +149%
BWFA
149
Baltimore-Washington Financial Advisors
Maryland
$2.57M +$295K +5,050 +13%
Nuveen Asset Management
150
Nuveen Asset Management
Illinois
$2.55M -$339K -5,790 -12%
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