Swiss Helvetia Fund, Inc. (The) Institutional Ownership

SWZ 
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Ownership Summary Institutional Holdings Insiders
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Ownership Summary


Institutional Ownership 51.71%
Total Shares Outstanding (millions) 28
Total Value of Holdings (millions) $166

Active Positions

Holders Shares
Increased Positions 32 1,613,264
Decreased Positions 21 1,371,775
Held Positions 6 11,411,817
Total Institutional Shares 59 14,396,856

New and Sold Out Positions


Holders Shares
New Positions 7 121,018
Sold Out Positions 7 579,791

59 Institutional Holders
14,396,856 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)
1607 CAPITAL PARTNERS, LLC 03/31/2015 3,573,149 239,758 7.19 41,198
LAZARD ASSET MANAGEMENT LLC 03/31/2015 3,436,001 (50,100) (1.44) 39,617
WELLS FARGO & COMPANY/MN 03/31/2015 2,703,081 474,194 21.28 31,167
KARPUS MANAGEMENT, INC. 03/31/2015 1,560,465 106,903 7.36 17,992
BULLDOG INVESTORS, LLC 03/31/2015 983,198 25,695 2.68 11,336
GRAMERCY FUNDS MANAGEMENT LLC 03/31/2015 269,141 188,853 235.22 3,103
CORNERSTONE ADVISORS INC 03/31/2015 237,708 167,352 237.87 2,741
WEISS ASSET MANAGEMENT LP 03/31/2015 225,911 (527,378) (70.01) 2,605
WOLVERINE ASSET MANAGEMENT LLC 03/31/2015 193,355 138,024 249.45 2,229
BANK OF AMERICA CORP /DE/ 03/31/2015 119,945 24,581 25.78 1,383
MORGAN STANLEY 03/31/2015 114,009 15,588 15.84 1,315
PNC FINANCIAL SERVICES GROUP, INC. 03/31/2015 97,654 35,441 56.97 1,126
ROYAL BANK OF CANADA 03/31/2015 88,333 5,423 6.54 1,018
CSS LLC/IL 03/31/2015 71,765 11,527 19.14 827
CUTLER CAPITAL MANAGEMENT, LLC 03/31/2015 69,091 21,450 45.02 797

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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