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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more ownership
Funds ownership: →
58% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 12
Holders
34
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.39M | |
| 2 | +$400K | |
| 3 | +$220K | |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$95K |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$72.3K |
Top Sellers
| 1 | -$488K | |
| 2 | -$120K | |
| 3 | -$106K | |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$83.2K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$66.3K |