SWZ
Swiss Helvetia Fund
35 hedge funds and large institutions have $44M invested in Swiss Helvetia Fund in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Holders
35
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$555K | |
| 2 | +$443K | |
| 3 | +$402K | |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$368K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$88K |
Top Sellers
| 1 | -$877K | |
| 2 | -$230K | |
| 3 | -$225K | |
| 4 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$218K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$189K |