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The Swiss Helvetia Fund Inc. (SWZ)

NYSE - NYSE Delayed Price. Currency in USD
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9.43+0.07 (+0.75%)
At close: 3:58PM EDT

Major Holders

Currency in USD
Breakdown
0.18%% of Shares Held by All Insider
39.11%% of Shares Held by Institutions
39.18%% of Float Held by Institutions
46Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Wells Fargo & Company1,235,927Jun 29, 20219.32%12,025,569
Lazard Asset Management LLC805,299Jun 29, 20216.07%7,835,559
City of London Investment Management Co. Limited688,009Jun 29, 20215.19%6,694,327
CSS LLC455,505Jun 29, 20213.43%4,432,063
1607 Capital Partners, LLC353,517Jun 29, 20212.67%3,439,720
Matisse Capital311,903Jun 29, 20212.35%3,034,816
Gardner Russo & Quinn, LLC227,492Jun 29, 20211.72%2,213,497
Commonwealth Equity Services, LLC154,981Jun 29, 20211.17%1,507,965
Shaker Financial Services, LLC126,990Jun 29, 20210.96%1,235,612
Blue Bell Private Wealth Management, LLC110,048Jun 29, 20210.83%1,070,767

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Starboard Investment Tr-Matisse Discounted Closed End Fund Strategy303,803Jun 29, 20212.29%2,956,003
Special Opportunities Fd61,192Jun 29, 20210.46%595,398
Cornerstone Strategic Value Fund46,395Jun 29, 20210.35%451,423
Cornerstone Total Return Fund44,101Jun 29, 20210.33%429,102
Rydex Series Funds-Multi-Hedge Strategies Fund2,466Jun 29, 20210.02%23,994
Rydex Variable Trust-Multi Hedge Strategies Fund1,451Jun 29, 20210.01%14,118