SWZ
Swiss Helvetia Fund
43 hedge funds and large institutions have $185M invested in Swiss Helvetia Fund in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
50% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 16
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Holders
43
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$20.4M | |
| 2 | +$2.11M | |
| 3 | +$659K | |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$335K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$82.8K |
Top Sellers
| 1 | -$6.34M | |
| 2 | -$5.14M | |
| 3 | -$2.7M | |
| 4 |
Lazard Asset Management
New York
|
-$1.94M |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.39M |