SWZ
Swiss Helvetia Fund
37 hedge funds and large institutions have $45.1M invested in Swiss Helvetia Fund in 2020 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
7
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $73K | – | – | – |
|
27
Bank of America
Charlotte,
North Carolina
| $39K | – | – | – |
|
28
US Bancorp
Minneapolis,
Minnesota
| $26K | – | – | – |
|
29
JPMorgan Chase & Co
New York
| $23K | – | – | – |
|
|
WT
30
Whittier Trust
South Pasadena,
California
| $17K | – | – | – |
|
|
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $16.4K | – | – | – |
|
|
NSIM
32
North Star Investment Management
Chicago,
Illinois
| $13K | – | – | – |
|
33
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $12K | – | – | – |
|
|
AA
34
Ancora Advisors
Cleveland,
Ohio
| $10K | – | – | – |
|
35
Osaic Holdings
Scottsdale,
Arizona
| $5K | -$312 | -33 | -6% |
|
|
WC
36
Winmill & Co
Rochester,
New York
| $4K | – | – | – |
|
|
GWM
37
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
38
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$86K | -10,411 | Closed |
|