SWZ
Swiss Helvetia Fund
53 hedge funds and large institutions have $165M invested in Swiss Helvetia Fund in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
0% more capital invested
Capital invested by funds: $164M → $165M (+$686K)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
53
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$4.98M | |
| 2 | +$583K | |
| 3 | +$483K | |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$446K |
| 5 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
+$363K |
Top Sellers
| 1 | -$928K | |
| 2 | -$702K | |
| 3 | -$349K | |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$325K |
| 5 |
Lazard Asset Management
New York
|
-$170K |