SWZ
Swiss Helvetia Fund
50 hedge funds and large institutions have $164M invested in Swiss Helvetia Fund in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
Holders
50
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$10.4M | |
| 2 | +$4.23M | |
| 3 | +$1.03M | |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$715K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$551K |
Top Sellers
| 1 | -$2.22M | |
| 2 | -$1.17M | |
| 3 | -$818K | |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$376K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$234K |