SWZ
Swiss Helvetia Fund
34 hedge funds and large institutions have $44.9M invested in Swiss Helvetia Fund in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 10 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:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Holders
34
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$127K | |
| 2 | +$92.6K | |
| 3 | +$53.4K | |
| 4 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
+$39.5K |
| 5 |
Morgan Stanley
New York
|
+$31.6K |
Top Sellers
| 1 | -$965K | |
| 2 | -$532K | |
| 3 | -$108K | |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$105K |
| 5 |
CL
CSS LLC
Chicago,
Illinois
|
-$86K |