SWZ
Swiss Helvetia Fund
33 hedge funds and large institutions have $39.9M invested in Swiss Helvetia Fund in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
0% less capital invested
Capital invested by funds: $40M → $39.9M (-$93.6K)
Holders
33
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$2.34M | |
| 2 | +$287K | |
| 3 | +$85K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$41.9K |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$38.3K |
Top Sellers
| 1 | -$34.2K | |
| 2 | -$31.6K | |
| 3 | -$28.2K | |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$14K |
| 5 |
Lazard Asset Management
New York
|
-$11.3K |