SWZ
Swiss Helvetia Fund
33 hedge funds and large institutions have $40M invested in Swiss Helvetia Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 6 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 repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
0.43% less ownership
Funds ownership: 37.23% → 36.8% (-0.43%)
Holders
33
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$2.2M | |
| 2 | +$262K | |
| 3 | +$188K | |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$143K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$127K |
Top Sellers
| 1 | -$2.95M | |
| 2 | -$358K | |
| 3 | -$208K | |
| 4 |
Wells Fargo
San Francisco,
California
|
-$39.4K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$18.5K |