SWZ
Swiss Helvetia Fund
36 hedge funds and large institutions have $49.9M invested in Swiss Helvetia Fund in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 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: →
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Holders
36
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.11M | |
| 2 | +$332K | |
| 3 | +$286K | |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$107K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$71.8K |
Top Sellers
| 1 | -$11.3M | |
| 2 | -$2.68M | |
| 3 | -$43.9K | |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$27K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$12K |