SWZ
Swiss Helvetia Fund
34 hedge funds and large institutions have $20.7M invested in Swiss Helvetia Fund in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less ownership
Funds ownership: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
84% less capital invested
Capital invested by funds: $128M → $20.7M (-$107M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
34
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.74M | |
| 2 | +$1.47M | |
| 3 | +$746K | |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$474K |
| 5 |
UCI
Uncommon Cents Investing
Janesville,
Wisconsin
|
+$203K |
Top Sellers
| 1 | -$34.4M | |
| 2 | -$17.1M | |
| 3 | -$13M | |
| 4 |
Lazard Asset Management
New York
|
-$10.9M |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$5.84M |