SWZ
Swiss Helvetia Fund
50 hedge funds and large institutions have $180M invested in Swiss Helvetia Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 28 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
less funds holding
Funds holding: →
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
86% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 28
Holders
50
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$4.79M | |
| 2 | +$602K | |
| 3 | +$429K | |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$229K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$191K |
Top Sellers
| 1 | -$7.82M | |
| 2 | -$6.51M | |
| 3 | -$4.19M | |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$3.51M |
| 5 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$2.65M |