SWZ
Swiss Helvetia Fund
56 hedge funds and large institutions have $167M invested in Swiss Helvetia Fund in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $169M → $167M (-$1.51M)
Holders
56
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$2.84M | |
| 2 | +$1.82M | |
| 3 | +$1.16M | |
| 4 |
ALA
Atherton Lane Advisers
Menlo Park,
California
|
+$963K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$872K |
Top Sellers
| 1 | -$8.72M | |
| 2 | -$2.08M | |
| 3 | -$1.68M | |
| 4 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
-$143K |
| 5 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
-$123K |