SWZ
Swiss Helvetia Fund
37 hedge funds and large institutions have $34M invested in Swiss Helvetia Fund in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
less funds holding
Funds holding: →
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Holders
37
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.98M | |
| 2 | +$1.91M | |
| 3 | +$1.08M | |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$242K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$81.3K |
Top Sellers
| 1 | -$5.49M | |
| 2 | -$250K | |
| 3 | -$166K | |
| 4 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$140K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$99.6K |