SWZ
Swiss Helvetia Fund
31 hedge funds and large institutions have $31M invested in Swiss Helvetia Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
less ownership
Funds ownership: →
17% less capital invested
Capital invested by funds: $37.2M → $31M (-$6.18M)
Holders
31
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$733K | |
| 2 | +$223K | |
| 3 | +$138K | |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$137K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$89K |
Top Sellers
| 1 | -$874K | |
| 2 | -$559K | |
| 3 | -$440K | |
| 4 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$262K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$158K |