SWZ
Swiss Helvetia Fund
31 hedge funds and large institutions have $38M invested in Swiss Helvetia Fund in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 10 increasing their positions, 8 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: $ → $
more ownership
Funds ownership: →
less funds holding
Funds holding: →
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Holders
31
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.19M | |
| 2 | +$441K | |
| 3 | +$130K | |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$116K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$103K |
Top Sellers
| 1 | -$956K | |
| 2 | -$95.3K | |
| 3 | -$60.7K | |
| 4 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$28.1K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$11.4K |