SWISS HELVETIA FD INC COM (SWZ): Institutional Ownership
Hedge funds and institutional managers reporting a position in SWZ. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
4
13F filers
Aggregate Value
$2.7M
Across holders
Last Price
$5.90
2026-06-26
Sector
GICS
Holder activity1 new0 added1 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. CIK 0001510281 | Hedge Fund | 404K | $2.4M | 88.3% | 0.1% | Reduced | $-1.2M | Q1 2026 |
| GAMCO INVESTORS, INC. ET AL CIK 0000807249 | Institutional Manager | 32K | $190K | 7.0% | 0.0% | Unchanged | +$0 | Q1 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 19K | $121K | 4.5% | 0.0% | New | — | Q2 2025 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 1K | $6K | 0.2% | 0.0% | Unchanged | +$0 | Q1 2026 |
Reduced
Hedge Fund
$2.4M· 88.3% of total· 0.1% port· 404K sh· $-1.2M QoQ· Q1 2026
Unchanged
Institutional Manager
$190K· 7.0% of total· 0.0% port· 32K sh· +$0 QoQ· Q1 2026
New
Hedge Fund
$121K· 4.5% of total· 0.0% port· 19K sh· — QoQ· Q2 2025
Unchanged
Hedge Fund
$6K· 0.2% of total· 0.0% port· 1K sh· +$0 QoQ· Q1 2026