SWZ
Swiss Helvetia Fund
55 hedge funds and large institutions have $172M invested in Swiss Helvetia Fund in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
2% less funds holding
Funds holding: 56 → 55 (-1)
22% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 18
Holders
55
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$7.38M | |
| 2 | +$996K | |
| 3 | +$814K | |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$348K |
| 5 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$291K |
Top Sellers
| 1 | -$3.84M | |
| 2 | -$1.53M | |
| 3 | -$1.05M | |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$609K |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$574K |