SWZ
Swiss Helvetia Fund
34 hedge funds and large institutions have $36.3M invested in Swiss Helvetia Fund in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $39K | -$8.26K | -1,099 | -17% |
|
|
WC
27
Winmill & Co
Rochester,
New York
| $24.7K | – | – | – |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $23K | +$89 | +12 | +0.4% |
|
29
JPMorgan Chase & Co
New York
| $20K | – | – | – |
|
|
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $13.8K | – | – | – |
|
|
NSIM
31
North Star Investment Management
Chicago,
Illinois
| $10.9K | – | – | – |
|
|
AA
32
Ancora Advisors
Cleveland,
Ohio
| $8K | – | – | – |
|
33
First Manhattan
New York
| $7.99K | – | – | – |
|
|
MCC
34
Money Concepts Capital
Palm Beach Gardens,
Florida
| $8 | +$8 | +1 | New |
|
35
AssetMark Inc
Concord,
California
| – | -$12K | -1,734 | Closed |
|