SWZ
Swiss Helvetia Fund
55 hedge funds and large institutions have $187M invested in Swiss Helvetia Fund in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 10 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: 58 → 55 (-3)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Holders
55
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$6.32M | |
| 2 | +$4.01M | |
| 3 | +$1.04M | |
| 4 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$703K |
| 5 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
+$553K |
Top Sellers
| 1 | -$6.59M | |
| 2 | -$1.22M | |
| 3 | -$783K | |
| 4 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
-$705K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$601K |