SWZ
Swiss Helvetia Fund
47 hedge funds and large institutions have $128M invested in Swiss Helvetia Fund in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
32% less capital invested
Capital invested by funds: $187M → $128M (-$59.2M)
Holders
47
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$2.56M | |
| 2 | +$978K | |
| 3 | +$878K | |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$628K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$432K |
Top Sellers
| 1 | -$7.01M | |
| 2 | -$792K | |
| 3 | -$670K | |
| 4 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$464K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$213K |