SWZ
Swiss Helvetia Fund
42 hedge funds and large institutions have $187M invested in Swiss Helvetia Fund in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Holders
42
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$3.8M | |
| 2 | +$690K | |
| 3 | +$404K | |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$270K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$232K |
Top Sellers
| 1 | -$2.66M | |
| 2 | -$212K | |
| 3 | -$167K | |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$163K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$155K |