Swiss Helvetia FD Inc

SWZ
$5.93
Market Cap $100.66M
P/E Ratio 4.33
Forward P/E
Dividend Yield
Beta
52W Range $5.85 - $6.42
# Hedge Funds 1
Sector
Industry

Hedge Fund Ownership

1 funds holding this stock
Investor 1 % of Portfolio i Weight of this stock in the investor's portfolio Value i Total dollar value of the position Shares i Number of shares held Activity i Portfolio change type: New, Increased, Decreased, or Sold
Thomas Russo Gardner Russo & Quinn 0.01% $909.00K 146,284 Reduce 66.31%

Insider Trading

73 transactions in the last 6 months
Insider i Name of the company insider who made the trade 73 Type i Purchase (buy) or Sale (sell) Shares i Number of shares traded Price i Price per share at time of transaction Value i Total dollar value of the transaction Trade Date i Date the transaction was executed Filing Date i Date the SEC filing was submitted
Andrew DakosPresident and CEOBuy5,300$5.91$31.31K30 Mar 202631 Mar 2026
Andrew DakosPresident and CEOBuy5,900$5.92$34.93K27 Mar 202631 Mar 2026
Dakos AndrewPresident and CEOBuy1,000$5.95$5.95K24 Mar 202624 Mar 2026
Dakos AndrewPresident and CEOBuy5,000$5.96$29.80K24 Mar 202624 Mar 2026
GOLDSTEIN PHILLIPSecretaryBuy10,000$5.98$59.80K18 Mar 202618 Mar 2026
Dakos AndrewPresident and CEOBuy3,324$6.00$19.94K12 Mar 202613 Mar 2026
Dakos AndrewPresident and CEOBuy1,700$6.00$10.20K11 Mar 202613 Mar 2026
Dakos AndrewPresident and CEOBuy12,500$5.97$74.63K06 Mar 202605 Mar 2026
Dakos AndrewPresident and CEOBuy12,000$6.01$72.12K05 Mar 202605 Mar 2026
GOLDSTEIN PHILLIPSecretaryBuy10,000$5.99$59.90K05 Mar 202605 Mar 2026
GOLDSTEIN PHILLIPSecretaryBuy5,000$6.01$30.05K03 Mar 202605 Mar 2026
Dakos AndrewPresident and CEOBuy9,918$5.95$59.01K02 Mar 202604 Mar 2026
Dakos AndrewPresident and CEOBuy5,000$6.15$30.75K02 Mar 202604 Mar 2026
Dakos AndrewPresident and CEOBuy2,000$6.20$12.40K27 Feb 202602 Mar 2026
Dakos AndrewPresident and CEOBuy5,000$6.17$30.85K26 Feb 202602 Mar 2026
Andrew DakosPresident and CEOBuy1,348$6.17$8.32K24 Feb 202625 Feb 2026
Andrew DakosPresident and CEOBuy326$6.14$2.00K24 Feb 202625 Feb 2026
Dakos AndrewPresident and CEOBuy1,348$6.17$8.32K24 Feb 202625 Feb 2026
Dakos AndrewPresident and CEOBuy326$6.14$2.00K24 Feb 202625 Feb 2026
Andrew DakosPresident and CEOBuy2,000$6.13$12.26K23 Feb 202625 Feb 2026
Andrew DakosPresident and CEOBuy2,000$6.14$12.28K23 Feb 202625 Feb 2026
Phillip GoldsteinDirectorBuy5,000$6.13$30.65K23 Feb 202625 Feb 2026
GOLDSTEIN PHILLIPBuy5,000$6.13$30.65K23 Feb 202625 Feb 2026
Dakos AndrewPresident and CEOBuy2,000$6.13$12.26K23 Feb 202625 Feb 2026
Dakos AndrewPresident and CEOBuy2,000$6.14$12.28K23 Feb 202625 Feb 2026
Dakos AndrewPresident and CEOBuy2,817$6.16$17.35K20 Feb 202623 Feb 2026
Dakos AndrewPresident and CEOBuy183$6.14$1.12K20 Feb 202623 Feb 2026
Dakos AndrewPresident and CEOBuy4,881$6.12$29.87K19 Feb 202623 Feb 2026
Dakos AndrewPresident and CEOBuy119$6.11$727.0919 Feb 202623 Feb 2026
GOLDSTEIN PHILLIPBuy10,000$6.07$60.70K06 Feb 202610 Feb 2026
Phillip GoldsteinDirectorBuy10,000$6.07$60.70K06 Feb 202610 Feb 2026
Dakos AndrewPresident and CEOBuy2,000$6.02$12.04K04 Feb 202605 Feb 2026
Dakos AndrewPresident and CEOBuy2,000$6.03$12.06K04 Feb 202605 Feb 2026
Dakos AndrewPresident and CEOBuy2,000$6.04$12.08K04 Feb 202605 Feb 2026
Andrew DakosPresident and CEOBuy2,000$6.02$12.04K04 Feb 202605 Feb 2026
Andrew DakosPresident and CEOBuy2,000$6.03$12.06K04 Feb 202605 Feb 2026
Andrew DakosPresident and CEOBuy2,000$6.04$12.08K04 Feb 202605 Feb 2026
SELL MORITZ ABuy1,000$5.96$5.96K03 Feb 202604 Feb 2026
Dakos AndrewPresident and CEOBuy3,000$5.96$17.88K03 Feb 202605 Feb 2026
Dakos AndrewPresident and CEOBuy7,000$5.97$41.79K03 Feb 202605 Feb 2026
Andrew DakosPresident and CEOBuy7,000$5.97$41.79K03 Feb 202605 Feb 2026
Andrew DakosPresident and CEOBuy3,000$5.96$17.88K03 Feb 202605 Feb 2026
Moritz A SellDirectorBuy1,000$5.96$5.96K03 Feb 202604 Feb 2026
SELL MORITZ ABuy1,120$5.98$6.70K02 Feb 202604 Feb 2026
Moritz A SellDirectorBuy1,120$5.98$6.70K02 Feb 202604 Feb 2026
GOLDSTEIN PHILLIPBuy10,000$5.92$59.20K30 Jan 202603 Feb 2026
Phillip GoldsteinDirectorBuy10,000$5.92$59.20K30 Jan 202603 Feb 2026
CSS LLC/ILSale100$6.26$625.530 Dec 202531 Dec 2025
CSS LLC/ILSale196$6.27$1.23K30 Dec 202531 Dec 2025
CSS LLC/ILSale7,000$6.25$43.75K30 Dec 202531 Dec 2025
CSS LLC/ILSale4,900$6.24$30.58K30 Dec 202531 Dec 2025
CSS LLC/ILSale3,000$6.27$18.81K29 Dec 202531 Dec 2025
CSS LLC/ILSale3,000$6.26$18.78K29 Dec 202531 Dec 2025
CSS LLC/ILSale1,772$6.25$11.07K29 Dec 202531 Dec 2025
CSS LLC/ILSale598$6.27$3.75K26 Dec 202529 Dec 2025
CSS LLC/ILSale4,600$6.25$28.75K26 Dec 202529 Dec 2025
CSS LLC/IL10% OwnerSale2,100$6.27$13.17K26 Dec 202529 Dec 2025
CSS LLC/IL10% OwnerSale13,402$6.26$83.90K26 Dec 202529 Dec 2025
CSS LLC/IL10% OwnerSale300$6.26$1.88K26 Dec 202529 Dec 2025
CSS LLC/IL10% OwnerSale100$6.23$62324 Dec 202529 Dec 2025
CSS LLC/IL10% OwnerSale1,000$6.22$6.22K24 Dec 202529 Dec 2025
CSS LLC/ILSale1,400$6.25$8.75K23 Dec 202529 Dec 2025
CSS LLC/IL10% OwnerSale3,000$6.26$18.78K23 Dec 202529 Dec 2025
CSS LLC/IL10% OwnerSale1,000$6.25$6.25K23 Dec 202529 Dec 2025
CSS LLC/IL10% OwnerSale167$6.25$1.04K22 Dec 202529 Dec 2025
CSS LLC/IL10% OwnerSale900$6.26$5.63K22 Dec 202529 Dec 2025
CSS LLC/ILSale4,000$6.24$24.96K15 Dec 202517 Dec 2025
CSS LLC/ILSale500$6.23$3.12K15 Dec 202517 Dec 2025
CSS LLC/ILSale500$6.21$3.10K15 Dec 202517 Dec 2025
CSS LLC/ILSale1,000$6.20$6.20K15 Dec 202517 Dec 2025
CSS LLC/ILSale1,000$6.22$6.22K15 Dec 202517 Dec 2025
SELL MORITZ ABuy1,000$6.06$6.05K27 Oct 202529 Oct 2025
Moritz A SellDirectorBuy1,000$6.06$6.05K27 Oct 202529 Oct 2025

Frequently Asked Questions

What is SWZ stock price today?

Swiss Helvetia FD Inc (SWZ) is currently trading at $5.93. The stock has a 52-week range of $5.85 to $6.42 and a market capitalization of $100.66M.

Is SWZ a good stock to buy in 2026?

Swiss Helvetia FD Inc has a P/E ratio of 4.3 (forward P/E: N/A), a dividend yield of none, and 1-year performance of -5.9%. 1 hedge funds hold this stock. Review the fundamentals and ownership data above to make an informed decision.

Are insiders buying or selling SWZ stock?

There have been 73 insider transactions for SWZ in recent months. Insider buys can signal management confidence, while sales may reflect diversification or personal financial planning. Check the Insider Trading section above for details.

How has SWZ stock performed over the past year?

Swiss Helvetia FD Inc (SWZ) has returned -5.9% over the past 12 months. The stock traded between $5.85 and $6.42 during this period, and is currently at $5.93.

Which hedge funds own SWZ (Swiss Helvetia FD Inc)?

1 tracked hedge funds currently hold SWZ in their portfolios as of the latest 13F filings. See the ownership table above for the complete list.

What is SWZ's market cap and valuation?

Swiss Helvetia FD Inc (SWZ) has a market capitalization of $100.66M. The trailing P/E ratio is 4.3 and forward P/E is N/A. The stock is classified in the N/A sector.

What is SWZ's revenue and profitability?

Swiss Helvetia FD Inc reported revenue of N/A with net income of N/A and a profit margin of N/A. The stock has a beta of N/A.

What sector is SWZ in and who are its biggest institutional holders?

Swiss Helvetia FD Inc (SWZ) operates in the N/A sector. It is held by 1 tracked hedge funds. See the ownership table above for the complete list.