SWISS HELVETIA FUND (SWZ) Stock Institutional Owners
SWISS HELVETIA FUND (SWZ) is held by 1 institutional investors with a total value of $2.64M. This comprehensive analysis highlights the top institutional holders led by Gardner Russo & Quinn, and others, who collectively account for nearly 100% of the total institutional ownership.Gardner Russo & Quinn remains the largest institutional holder with a position worth $2.64M. Explore insights into ownership patterns, position sizes, and portfolio allocations to understand institutional investment strategies and market sentiment.
Explore more:
- SWISS HELVETIA FUND (SWZ) stock institutional trading activity
- SWISS HELVETIA FUND (SWZ) stock insider trading activity
- Stock rankings
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance |
|---|---|---|---|---|
| Gardner Russo & Quinn | Thomas Russo | 0.03% | 434,237 | $2,640,159 |
Frequently asked questions about SWZ
Who owns the most SWZ stock?
The largest holders of SWZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SWISS HELVETIA FUND (SWZ).
Is SWZ widely held by superinvestors?
Many widely followed stocks like SWZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SWZ is represented among the institutional managers we track.