SWZ
Swiss Helvetia Fund
SWZ
SWZ
50 hedge funds and large institutions have $162M invested in Swiss Helvetia Fund in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 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 capital invested
Capital invested by funds: $ → $
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.56% less ownership
Funds ownership: 50.31% → 49.75% (-0.56%)
Holders
50
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$2.92M | |
| 2 | +$2.06M | |
| 3 | +$1.54M | |
| 4 |
Lazard Asset Management
New York
|
+$1.18M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$643K |
Top Sellers
| 1 | -$2.31M | |
| 2 | -$1.53M | |
| 3 | -$522K | |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$487K |
| 5 |
Morgan Stanley
New York
|
-$356K |