SWZ
Swiss Helvetia Fund
49 hedge funds and large institutions have $155M invested in Swiss Helvetia Fund in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 13 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 capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
less funds holding
Funds holding: →
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
49
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$5.47M | |
| 2 | +$2.77M | |
| 3 | +$2.18M | |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.93M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.59M |
Top Sellers
| 1 | -$6.09M | |
| 2 | -$4.33M | |
| 3 | -$1.25M | |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$916K |
| 5 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$792K |