SWZ
Swiss Helvetia Fund
40 hedge funds and large institutions have $39.1M invested in Swiss Helvetia Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
5.01% more ownership
Funds ownership: 30.04% → 35.05% (+5%)
Holders
40
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$3.32M | |
| 2 | +$646K | |
| 3 | +$608K | |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$424K |
| 5 |
Lazard Asset Management
New York
|
+$395K |
Top Sellers
| 1 | -$782K | |
| 2 | -$683K | |
| 3 | -$503K | |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$173K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$132K |