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The Swiss Helvetia Fund Inc. (SWZ)

NYSE - NYSE Delayed Price. Currency in USD
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8.27+0.10 (+1.22%)
At close: 03:59PM EDT
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Major Holders

Currency in USD
Breakdown
0.20%% of Shares Held by All Insider
41.11%% of Shares Held by Institutions
41.20%% of Float Held by Institutions
39Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Allspring Global Investments Holdings, LLC2,025,955Mar 30, 202415.60%16,754,648
Lazard Asset Management LLC770,537Mar 30, 20245.93%6,372,341
1607 Capital Partners, LLC352,012Mar 30, 20242.71%2,911,139
CSS LLC304,804Mar 30, 20242.35%2,520,729
Shaker Financial Services, LLC292,378Mar 30, 20242.25%2,417,966
Gardner Russo & Quinn, LLC274,948Mar 30, 20242.12%2,273,820
Bulldog Investors, LLC237,472Mar 30, 20241.83%1,963,893
Karpus Management, Inc.223,655Mar 30, 20241.72%1,849,626
Commonwealth Equity Services, LLC129,623Mar 30, 20241.00%1,071,982
Morgan Stanley99,095Mar 30, 20240.76%819,515

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Special Opportunities Fd236,992Mar 30, 20241.82%1,959,923
AQR Funds-AQR Diversified Arbitrage Fd12,441Mar 30, 20240.10%102,887
Rydex Series Funds-Multi-Hedge Strategies Fund3,891Mar 30, 20240.03%32,178
Rydex Variable Trust-Multi Hedge Strategies Fund1,740Mar 30, 20240.01%14,389