SWZ
Swiss Helvetia Fund
43 hedge funds and large institutions have $189M invested in Swiss Helvetia Fund in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
Holders
43
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$3.6M | |
| 2 | +$1.5M | |
| 3 | +$1.22M | |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$168K |
| 5 |
AP
Advisor Partners
Walnut Creek,
California
|
+$159K |
Top Sellers
| 1 | -$869K | |
| 2 | -$710K | |
| 3 | -$477K | |
| 4 |
SRC
Shufro Rose & Co
New York
|
-$305K |
| 5 |
Lazard Asset Management
New York
|
-$293K |