SWZ
Swiss Helvetia Fund
37 hedge funds and large institutions have $46.7M invested in Swiss Helvetia Fund in 2021 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
12
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
26
Walleye Trading
New York
| $100K | – | – | – |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $75K | – | – | – |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $43K | +$27.9K | +3,000 | +184% |
|
|
WC
29
Winmill & Co
Rochester,
New York
| $30K | – | – | – |
|
30
US Bancorp
Minneapolis,
Minnesota
| $27K | – | – | – |
|
31
JPMorgan Chase & Co
New York
| $24K | – | – | – |
|
|
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $16.8K | – | – | – |
|
33
AssetMark Inc
Concord,
California
| $16K | – | – | – |
|
|
NSIM
34
North Star Investment Management
Chicago,
Illinois
| $13K | – | – | – |
|
35
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $12K | – | – | – |
|
|
AA
36
Ancora Advisors
Cleveland,
Ohio
| $10K | – | – | – |
|
|
GWM
37
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
38
LPL Financial
San Diego,
California
| – | -$159K | -16,350 | Closed |
|
|
WT
39
Whittier Trust
South Pasadena,
California
| – | -$19K | -1,944 | Closed |
|