SWZ
Swiss Helvetia Fund
38 hedge funds and large institutions have $44.5M invested in Swiss Helvetia Fund in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
16% less capital invested
Capital invested by funds: $52.8M → $44.5M (-$8.22M)
Holders
38
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$484K | |
| 2 | +$469K | |
| 3 | +$397K | |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$391K |
| 5 |
UPS
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
+$309K |
Top Sellers
| 1 | -$1.37M | |
| 2 | -$564K | |
| 3 | -$189K | |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$183K |
| 5 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$106K |