Swiss Helvetia Fund, Inc. (The) Institutional Ownership

SWZ 
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Ownership Summary Institutional Holdings Insiders
(SEC Form 4)
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Ownership Summary


Institutional Ownership 51.90%
Total Shares Outstanding (millions) 27
Total Value of Holdings (millions) $158

Active Positions

Holders Shares
Increased Positions 27 975,973
Decreased Positions 19 390,247
Held Positions 15 12,418,025
Total Institutional Shares 61 13,784,245

New and Sold Out Positions


Holders Shares
New Positions 5 93,057
Sold Out Positions 8 290,279

61 Institutional Holders
13,784,245 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) 39,546
1607 CAPITAL PARTNERS, LLC 09/30/2014 3,336,395 6,918 .21 38,168
WELLS FARGO & COMPANY/MN 09/30/2014 1,773,837 298,769 20.26 20,293
BULLDOG INVESTORS, LLC 09/30/2014 1,738,973 0 0.00 19,894
KARPUS MANAGEMENT, INC. 09/30/2014 1,343,624 379,460 39.36 15,371
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC 09/30/2014 388,876 0 0.00 4,449
WOLVERINE ASSET MANAGEMENT LLC 09/30/2014 220,223 49,332 28.87 2,519
CUTTER & CO BROKERAGE, INC. 09/30/2014 116,967 (1,414) (1.19) 1,338
BANK OF AMERICA CORP /DE/ 09/30/2014 113,752 7,242 6.80 1,301
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 09/30/2014 95,004 500 .53 1,087
MORGAN STANLEY 09/30/2014 91,940 5,392 6.23 1,052
ROYAL BANK OF CANADA 09/30/2014 87,852 7,840 9.80 1,005
GRAMERCY FUNDS MANAGEMENT LLC 09/30/2014 80,288 74,952 1,404.65 918
GARDNER RUSSO & GARDNER LLC 09/30/2014 71,097 0 0.00 813
CUTLER CAPITAL MANAGEMENT, LLC 09/30/2014 66,617 2,312 3.60 762

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