SWZ
Swiss Helvetia Fund
42 hedge funds and large institutions have $45.5M invested in Swiss Helvetia Fund in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 9 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: $ → $
2.51% more ownership
Funds ownership: 40.98% → 43.49% (+2.5%)
Holders
42
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.2M | |
| 2 | +$269K | |
| 3 | +$255K | |
| 4 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$196K |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$163K |
Top Sellers
| 1 | -$534K | |
| 2 | -$237K | |
| 3 | -$101K | |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$44.4K |
| 5 |
CL
CSS LLC
Chicago,
Illinois
|
-$29.3K |