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SWZ
Swiss Helvetia Fund
42 hedge funds and large institutions have $29.6M invested in Swiss Helvetia Fund in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 19 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
2% more funds holding
Funds holding: 41 → 42 (+1)
25.95% less ownership
Funds ownership: 64.09% → 38.13% (-26%)
43% less capital invested
Capital invested by funds: $52M → $29.6M (-$22.4M)
58% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 19
Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$8.96M |
| 2 |
CL
CSS LLC
Chicago,
Illinois
|
-$3.87M |
| 3 |
CC
CF Capital
Cohasset,
Massachusetts
|
-$3.72M |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
-$1.23M |
| 5 |
SCM
Saba Capital Management
New York
|
-$1.22M |
