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SWZ

Swiss Helvetia Fund Inc · NEW YORK STOCK EXCHANGE, INC. · N/A

$5.97+$0.01 (+0.17%)

Prices delayed up to 5 minutes

AC Intelligence

AC Intelligence

AC Intelligence for SWZ is being prepared.

Key Stats

Key Stats

Open

$5.95

Day High

$5.98

Day Low

$5.92

Prev Close

$5.96

Volume

0

Avg Volume

47.5K

Day Change

+$0.01

Change %

+0.17%

Fundamentals

Fundamentals

P/E

4.9

P/B

0.86

EPS (TTM)

$1.55

Market Cap

$101M

52-Wk Range

$5.84 — $9.43

Earnings History

Insider Activity

Who Owns This Stock

Who Owns SWZ

Other74.7%36 holders
Quality / Compounder24.3%1 holder
Dealer / Bank0.9%6 holders

Based on Q4 2025 13F filings + AC behavioral model

43 institutional holders

Top Holders

$13231.9B
2.CSS LLC/IL
+204.6%$10319.0B
3.North Ground Capital
+241.6%$4112.3B
4.Saba Capital Management, L.P.
$3764.5B
5.ICON ADVISERS INC/CO
$3395.5B
6.RIVERNORTH CAPITAL MANAGEMENT, LLC
+15.4%$2718.3B
7.Alpine Global Management, LLC
+83.4%$2569.9B
8.Matisse Capital
+0.8%$2419.6B
9.Matisse Capital
-42.7%$1374.6B
10.EVOLVE PRIVATE WEALTH, LLC
$1355.3B
11.Yakira Capital Management, Inc.
$1194.3B
12.Bulldog Investors, LLP
+51.4%$1007.0B
13.GARDNER RUSSO & QUINN LLC
-66.3%$909.9B
14.Shaker Financial Services, LLC
-54.4%$847.2B
15.Uncommon Cents Investing LLC
$771.0B
16.Noble Wealth Management PBC
+88.0%$634.0B
17.COMMONWEALTH EQUITY SERVICES, LLC
-32.8%$512.9B
-66.5%$401.3B
19.PRIVATE MANAGEMENT GROUP INC
0.0%$302.8B
20.Morgan Stanley IM
$262.9B

Institutional Pressure

Market Regime:Strong Risk-Off (-0.62)
SELLINGBUYING
Neutral
Other(74.7%)
Quality / Compounder(24.3%)
Holds through
Dealer / Bank(0.9%)
Facilitating

24% passive + quality floor won't sell.

Updated daily · Based on Q4 2025 filings + AC behavioral model

Sentiment Signals

Sentiment Signals

Insider ActivityNo insider transactions in last 90 daysSEC Form 4
↑↑Inst. Flows34 increased/new, 9 decreased/exited (13F)AC 13F Analysis

Sources: SEC Form 4, AC 13F Analysis

On AcidCapitalist

On AcidCapitalist

No recent mentions of SWZ on AcidCapitalist.

Data provided by Finnhub. Prices delayed up to 5 minutes.