Swiss Helvetia Fund, Inc. (The) Institutional Ownership

SWZ 
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1.41%
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Ownership Summary Institutional Holdings Insiders
(SEC Form 4)
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Ownership Summary


Institutional Ownership 53.03%
Total Shares Outstanding (millions) 27
Total Value of Holdings (millions) $172

Active Positions

Holders Shares
Increased Positions 25 1,520,561
Decreased Positions 20 1,330,820
Held Positions 17 11,231,826
Total Institutional Shares 62 14,083,207

New and Sold Out Positions


Holders Shares
New Positions 9 864,177
Sold Out Positions 8 203,334

62 Institutional Holders
14,083,207 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 12/31/2014 3,486,101 29,246 .85 42,600
1607 CAPITAL PARTNERS, LLC 12/31/2014 3,333,391 (3,004) (0.09) 40,734
WELLS FARGO & COMPANY/MN 12/31/2014 2,228,887 455,050 25.65 27,237
KARPUS MANAGEMENT, INC. 12/31/2014 1,453,562 109,938 8.18 17,763
BULLDOG INVESTORS, LLC 12/31/2014 957,503 (781,470) (44.94) 11,701
WEISS ASSET MANAGEMENT LP 12/31/2014 753,289 753,289 New 9,205
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC 12/31/2014 388,876 0 0.00 4,752
MORGAN STANLEY 12/31/2014 98,421 6,481 7.05 1,203
BANK OF AMERICA CORP /DE/ 12/31/2014 95,364 (18,388) (16.17) 1,165
DOLIVER CAPITAL ADVISORS, INC. 12/31/2014 89,523 29,108 48.18 1,094
ROYAL BANK OF CANADA 12/31/2014 82,910 (4,942) (5.63) 1,013
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 12/31/2014 82,094 (12,910) (13.59) 1,003
GRAMERCY FUNDS MANAGEMENT LLC 12/31/2014 80,288 0 0.00 981
GARDNER RUSSO & GARDNER LLC 12/31/2014 71,097 0 0.00 869
CORNERSTONE ADVISORS INC 12/31/2014 70,356 14,204 25.30 860

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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