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Swiss Helvetia Fund (SWZ)

Institutional ownership

Data for period
(Last complete reporting period)
Institutional shares
Float
Outstanding shares
Total positions
Opened positions
Closed positions
Increased positions
Decreased positions

Latest institutional filings

Type Filer #Shares Filed For date #Previous %Chg Prev. Date
13F-HR
Ancora Advisors 1.07K 15 Aug 22 30 Jun 22 1.08K -1% 31 Mar 22
13F-HR
Royal Bank Of Canada 4K 15 Aug 22 30 Jun 22 6.6K -39% 31 Mar 22
13F-HR
CSS 304.36K 15 Aug 22 30 Jun 22 343.82K -11% 31 Mar 22
13F-HR
Morgan Stanley 25.51K 15 Aug 22 30 Jun 22 25.51K 0% 31 Mar 22
13F-HR
1607 Capital Partners 329.95K 15 Aug 22 30 Jun 22 330.87K 0% 31 Mar 22
13F-HR
Bulldog Investors 237.47K 15 Aug 22 30 Jun 22 237.47K 0% 31 Mar 22
13F-HR
Wells Fargo & Co. 1.74K 12 Aug 22 30 Jun 22 1.74K 0% 31 Mar 22
13F-HR
Gamco Investors 16.05K 12 Aug 22 30 Jun 22 16.05K 0% 31 Mar 22
13F-HR
City Of London Investment Management 711.5K 12 Aug 22 30 Jun 22 721.39K -1% 31 Mar 22
13F-HR
Bank Of America 89.17K 12 Aug 22 30 Jun 22 0 +∞% 31 Mar 22

About this data

This data is updated daily from 13F, 13D and 13G SEC filings.

Faded values represent incomplete data for the quarter, where values have been used from the previous quarter for institutions that haven't filed updated data yet.

SWZ 5-year stock price

Institutional ownership trends

Institutional shares (*long positions only)
Institutional ownership (% of outstanding shares)
Number of holders
Opened vs closed positions (#holders, opened on top)
Increased vs decreased positions (#holders, increased on top)
Puts vs calls (#shares, puts on top)

Institutional ownership history data

All data in millions (MM) except percentages. "0.0" is < 100,000 and "0.0%" is < 0.1%
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