SWZ

Swiss Helvetia Fund

50 hedge funds and large institutions have $180M invested in Swiss Helvetia Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

86% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 28

Holders
50
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$42M
2
$41.1M
3
$31.1M
4
$24.4M
5
$14.4M
6
$6.34M
7
$3.39M
8
$3.15M
9
$2.01M
10
$1.87M
11
$969K
12
$896K
13
$697K
14
$644K
15
$602K
16
$572K
17
$490K
18
$429K
19
$418K
20
$407K
21
$404K
22
$320K
23
$317K
24
$314K
25
$304K