Shaker Financial Services LLC grew its holdings in The Swiss Helvetia Fund Inc. (NYSE:SWZ – Free Report) by 1.2% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 327,809 shares of the closed-end fund’s stock after buying an additional 3,835 shares during the period. Shaker Financial Services LLC owned 2.52% of The Swiss Helvetia Fund worth $2,934,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also made changes to their positions in the business. Allspring Global Investments Holdings LLC raised its holdings in The Swiss Helvetia Fund by 7.3% during the second quarter. Allspring Global Investments Holdings LLC now owns 2,174,265 shares of the closed-end fund’s stock worth $17,546,000 after purchasing an additional 148,310 shares in the last quarter. Karpus Management Inc. grew its position in The Swiss Helvetia Fund by 22.3% during the first quarter. Karpus Management Inc. now owns 223,655 shares of the closed-end fund’s stock worth $1,774,000 after buying an additional 40,825 shares during the period. Sanctuary Advisors LLC acquired a new position in The Swiss Helvetia Fund during the second quarter worth about $678,000. Wolverine Asset Management LLC grew its position in The Swiss Helvetia Fund by 55.2% during the second quarter. Wolverine Asset Management LLC now owns 36,192 shares of the closed-end fund’s stock worth $292,000 after buying an additional 12,874 shares during the period. Finally, Logan Stone Capital LLC acquired a new position in The Swiss Helvetia Fund during the second quarter worth about $163,000. 41.12% of the stock is owned by hedge funds and other institutional investors.
The Swiss Helvetia Fund Stock Performance
Shares of SWZ opened at $8.04 on Thursday. The firm’s 50-day moving average is $8.69 and its two-hundred day moving average is $8.36. The Swiss Helvetia Fund Inc. has a twelve month low of $7.32 and a twelve month high of $9.14.
The Swiss Helvetia Fund Dividend Announcement
About The Swiss Helvetia Fund
The Swiss Helvetia Fund Inc is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations.
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