SWZ
Swiss Helvetia Fund
38 hedge funds and large institutions have $39.3M invested in Swiss Helvetia Fund in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 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 capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding
Funds holding: →
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
Holders
38
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.8M | |
| 2 | +$1.36M | |
| 3 | +$1.09M | |
| 4 |
Wells Fargo
San Francisco,
California
|
+$920K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$86.9K |
Top Sellers
| 1 | -$491K | |
| 2 | -$469K | |
| 3 | -$465K | |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
-$197K |
| 5 |
SSWM
Smith Salley Wealth Management
Greensboro,
North Carolina
|
-$156K |