SWZ
Swiss Helvetia Fund
37 hedge funds and large institutions have $45.1M invested in Swiss Helvetia Fund in 2020 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
less funds holding
Funds holding: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Holders
37
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.84M | |
| 2 | +$578K | |
| 3 | +$239K | |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$130K |
| 5 |
Lazard Asset Management
New York
|
+$88.2K |
Top Sellers
| 1 | -$98.1K | |
| 2 | -$91.7K | |
| 3 | -$86K | |
| 4 |
Morgan Stanley
New York
|
-$37K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$30.4K |