Swiss Helvetia Fund, Inc. (The) Institutional Ownership

SWZ 
$13.69
*  
0.05
0.37%
Get SWZ Alerts
*Delayed - data as of Nov. 21, 2014  -  Find a broker to begin trading SWZ now
Exchange: NYSE

Community Rating:
 
 
Symbol List Views
FlashQuotes InfoQuotes
Stock Details
Summary Quote Real-Time Quote After Hours Quote Pre-market Quote Historical Quote Option Chain
CHARTS
Basic Chart Interactive Chart
COMPANY NEWS
Company Headlines Press Releases Market Stream
STOCK ANALYSIS
Analyst Research Guru Analysis Stock Report Competitors Stock Consultant Stock Comparison
FUNDAMENTALS
Call Transcripts Annual Report Income Statement Revenue/EPS SEC Filings Short Interest Dividend History
HOLDINGS
Ownership Summary Institutional Holdings Insiders
(SEC Form 4)
 Save stocks for next time

Ownership Summary


Institutional Ownership 52.04%
Total Shares Outstanding (millions) 27
Total Value of Holdings (millions) $188

Active Positions

Holders Shares
Increased Positions 29 981,500
Decreased Positions 17 688,375
Held Positions 16 12,149,191
Total Institutional Shares 62 13,819,066

New and Sold Out Positions


Holders Shares
New Positions 5 93,376
Sold Out Positions 7 577,713

62 Institutional Holders
13,819,066 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).
Owner Name Date Shared Held Change (Shares) Change (%) Value (in 1,000s)
LAZARD ASSET MANAGEMENT LLC 09/30/2014 3,456,855 (54,050) (1.54) 47,152
1607 CAPITAL PARTNERS, LLC 09/30/2014 3,336,395 6,918 .21 45,508
WELLS FARGO & COMPANY/MN 09/30/2014 1,773,837 298,769 20.26 24,195
BULLDOG INVESTORS, LLC 09/30/2014 1,738,973 0 0.00 23,720
KARPUS MANAGEMENT, INC. 09/30/2014 1,343,624 379,460 39.36 18,327
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC 09/30/2014 388,876 0 0.00 5,304
WOLVERINE ASSET MANAGEMENT LLC 09/30/2014 220,223 49,332 28.87 3,004
CUTTER & CO BROKERAGE, INC. 09/30/2014 116,967 (1,414) (1.19) 1,595
BANK OF AMERICA CORP /DE/ 09/30/2014 113,752 7,242 6.80 1,552
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 09/30/2014 95,004 500 .53 1,296
MORGAN STANLEY 09/30/2014 91,940 5,392 6.23 1,254
ROYAL BANK OF CANADA 09/30/2014 87,852 7,840 9.80 1,198
GRAMERCY FUNDS MANAGEMENT LLC 09/30/2014 80,288 74,952 1,404.65 1,095
GARDNER RUSSO & GARDNER LLC 09/30/2014 71,097 0 0.00 970
CUTLER CAPITAL MANAGEMENT, LLC 09/30/2014 66,617 2,312 3.60 909

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
info  Learn more about Institutional Holdings