SWZ
Swiss Helvetia Fund
44 hedge funds and large institutions have $209M invested in Swiss Helvetia Fund in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 10 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: $ → $
less ownership
Funds ownership: →
less funds holding
Funds holding: →
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
44
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$6.34M | |
| 2 | +$4.39M | |
| 3 | +$2.12M | |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$1.15M |
| 5 |
DT
Diversified Trust
Memphis,
Tennessee
|
+$929K |
Top Sellers
| 1 | -$13.7M | |
| 2 | -$2.64M | |
| 3 | -$1.95M | |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.41M |
| 5 |
JPMorgan Chase & Co
New York
|
-$1.03M |