SWZ
Swiss Helvetia Fund
56 hedge funds and large institutions have $165M invested in Swiss Helvetia Fund in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 7 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: →
more funds holding in top 10
Funds holding in top 10: →
5% less funds holding
Funds holding: 59 → 56 (-3)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Holders
56
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$1.76M | |
| 2 | +$875K | |
| 3 | +$493K | |
| 4 |
JPMPWA
J.P. Morgan Private Wealth Advisors
San Francisco,
California
|
+$329K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$275K |
Top Sellers
| 1 | -$662K | |
| 2 | -$346K | |
| 3 | -$254K | |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$204K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$142K |