SWZ
Swiss Helvetia Fund
52 hedge funds and large institutions have $163M invested in Swiss Helvetia Fund in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
7% less funds holding
Funds holding: 56 → 52 (-4)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Holders
52
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$5.13M | |
| 2 | +$4.04M | |
| 3 | +$1.01M | |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$760K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$667K |
Top Sellers
| 1 | -$2.84M | |
| 2 | -$731K | |
| 3 | -$471K | |
| 4 |
TAM
Tocqueville Asset Management
New York
|
-$334K |
| 5 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
-$210K |