SWZ
Swiss Helvetia Fund
36 hedge funds and large institutions have $42.2M invested in Swiss Helvetia Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 10 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 funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
5% less capital invested
Capital invested by funds: $44.6M → $42.2M (-$2.36M)
Holders
36
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$324K | |
| 2 | +$142K | |
| 3 | +$108K | |
| 4 |
CL
CSS LLC
Chicago,
Illinois
|
+$53.3K |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$49.9K |
Top Sellers
| 1 | -$694K | |
| 2 | -$514K | |
| 3 | -$257K | |
| 4 |
Lazard Asset Management
New York
|
-$151K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$52.1K |