SWZ
Swiss Helvetia Fund
35 hedge funds and large institutions have $27.2M invested in Swiss Helvetia Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
1.92% more ownership
Funds ownership: 25.18% → 27.1% (+1.9%)
Holders
35
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.37M | |
| 2 | +$1.15M | |
| 3 | +$572K | |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$207K |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$157K |
Top Sellers
| 1 | -$1.07M | |
| 2 | -$266K | |
| 3 | -$42.8K | |
| 4 |
UCI
Uncommon Cents Investing
Janesville,
Wisconsin
|
-$23.6K |
| 5 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
-$14K |