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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Holders
37
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$591K | |
| 2 | +$194K | |
| 3 | +$152K | |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$59.8K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$42.3K |
Top Sellers
| 1 | -$940K | |
| 2 | -$182K | |
| 3 | -$167K | |
| 4 |
LPL Financial
San Diego,
California
|
-$159K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$30.5K |