SWZ
Swiss Helvetia Fund
41 hedge funds and large institutions have $31.6M invested in Swiss Helvetia Fund in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 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: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
38% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 13
Holders
41
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.4M | |
| 2 | +$390K | |
| 3 | +$376K | |
| 4 |
Wells Fargo
San Francisco,
California
|
+$164K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$86.5K |
Top Sellers
| 1 | -$1.1M | |
| 2 | -$638K | |
| 3 | -$433K | |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$420K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$316K |