Swiss Helvetia Fund


Market Cap: 110M


About: Swiss Helvetia Fund Inc is a non-diversified, closed-end investment company. Its investment objective is to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies. The group invests in various sectors such as pharmaceuticals, food and beverage, industrial goods and services, banks, personal and household goods, construction and materials, biotechnology, medical equipment, chemicals, technology, financial services, insurance, and retail.

Funds holding %
of 6,702 funds
Analysts bullish %
News positive %

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

13% more funds holding

Funds holding: 32 [Q4 2023] → 36 (+4) [Q1 2024]

0.06% less ownership

Funds ownership: 18.96% [Q4 2023] → 18.9% (-0.06%) [Q1 2024]

4% less capital invested

Capital invested by funds: $43.8M [Q4 2023] → $42.2M (-$1.58M) [Q1 2024]

Research analyst outlook

We haven’t received any recent analyst ratings for SWZ.

Financial journalist opinion