SWZ
Swiss Helvetia Fund
44 hedge funds and large institutions have $184M invested in Swiss Helvetia Fund in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
3% less capital invested
Capital invested by funds: $189M → $184M (-$5.15M)
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
Holders
44
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$2.41M | |
| 2 | +$2.13M | |
| 3 | +$1.2M | |
| 4 |
BFM
Boothbay Fund Management
New York
|
+$1.02M |
| 5 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
+$388K |
Top Sellers
| 1 | -$1.67M | |
| 2 | -$838K | |
| 3 | -$757K | |
| 4 |
Lazard Asset Management
New York
|
-$627K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$418K |