SWZ
Swiss Helvetia Fund
33 hedge funds and large institutions have $44.6M invested in Swiss Helvetia Fund in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 9 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 capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding
Funds holding: →
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Holders
33
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.27M | |
| 2 | +$711K | |
| 3 | +$245K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$136K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$129K |
Top Sellers
| 1 | -$482K | |
| 2 | -$154K | |
| 3 | -$106K | |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$101K |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$94.5K |