SWZ
Swiss Helvetia Fund
39 hedge funds and large institutions have $49.9M invested in Swiss Helvetia Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 8 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 capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
0.91% more ownership
Funds ownership: 37.75% → 38.65% (+0.91%)
Holders
39
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$331K | |
| 2 | +$325K | |
| 3 | +$288K | |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$265K |
| 5 |
LPL Financial
San Diego,
California
|
+$159K |
Top Sellers
| 1 | -$220K | |
| 2 | -$131K | |
| 3 | -$88K | |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$69.4K |
| 5 |
CL
CSS LLC
Chicago,
Illinois
|
-$62.4K |