Swiss Helvetia FD Inc
| 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
| Investor 1 | % of Portfolio Weight of this stock in the investor's portfolio | Value Total dollar value of the position | Shares Number of shares held | Activity Portfolio change type: New, Increased, Decreased, or Sold |
|---|---|---|---|---|
| Thomas Russo Gardner Russo & Quinn | 0.01% | $909.00K | 146,284 | Reduce 66.31% |
Insider Trading
| Insider Name of the company insider who made the trade 73 | Type Purchase (buy) or Sale (sell) | Shares Number of shares traded | Price Price per share at time of transaction | Value Total dollar value of the transaction | Trade Date Date the transaction was executed | Filing Date Date the SEC filing was submitted |
|---|---|---|---|---|---|---|
| Andrew DakosPresident and CEO | Buy | 5,300 | $5.91 | $31.31K | 30 Mar 2026 | 31 Mar 2026 |
| Andrew DakosPresident and CEO | Buy | 5,900 | $5.92 | $34.93K | 27 Mar 2026 | 31 Mar 2026 |
| Dakos AndrewPresident and CEO | Buy | 1,000 | $5.95 | $5.95K | 24 Mar 2026 | 24 Mar 2026 |
| Dakos AndrewPresident and CEO | Buy | 5,000 | $5.96 | $29.80K | 24 Mar 2026 | 24 Mar 2026 |
| GOLDSTEIN PHILLIPSecretary | Buy | 10,000 | $5.98 | $59.80K | 18 Mar 2026 | 18 Mar 2026 |
| Dakos AndrewPresident and CEO | Buy | 3,324 | $6.00 | $19.94K | 12 Mar 2026 | 13 Mar 2026 |
| Dakos AndrewPresident and CEO | Buy | 1,700 | $6.00 | $10.20K | 11 Mar 2026 | 13 Mar 2026 |
| Dakos AndrewPresident and CEO | Buy | 12,500 | $5.97 | $74.63K | 06 Mar 2026 | 05 Mar 2026 |
| Dakos AndrewPresident and CEO | Buy | 12,000 | $6.01 | $72.12K | 05 Mar 2026 | 05 Mar 2026 |
| GOLDSTEIN PHILLIPSecretary | Buy | 10,000 | $5.99 | $59.90K | 05 Mar 2026 | 05 Mar 2026 |
| GOLDSTEIN PHILLIPSecretary | Buy | 5,000 | $6.01 | $30.05K | 03 Mar 2026 | 05 Mar 2026 |
| Dakos AndrewPresident and CEO | Buy | 9,918 | $5.95 | $59.01K | 02 Mar 2026 | 04 Mar 2026 |
| Dakos AndrewPresident and CEO | Buy | 5,000 | $6.15 | $30.75K | 02 Mar 2026 | 04 Mar 2026 |
| Dakos AndrewPresident and CEO | Buy | 2,000 | $6.20 | $12.40K | 27 Feb 2026 | 02 Mar 2026 |
| Dakos AndrewPresident and CEO | Buy | 5,000 | $6.17 | $30.85K | 26 Feb 2026 | 02 Mar 2026 |
| Andrew DakosPresident and CEO | Buy | 1,348 | $6.17 | $8.32K | 24 Feb 2026 | 25 Feb 2026 |
| Andrew DakosPresident and CEO | Buy | 326 | $6.14 | $2.00K | 24 Feb 2026 | 25 Feb 2026 |
| Dakos AndrewPresident and CEO | Buy | 1,348 | $6.17 | $8.32K | 24 Feb 2026 | 25 Feb 2026 |
| Dakos AndrewPresident and CEO | Buy | 326 | $6.14 | $2.00K | 24 Feb 2026 | 25 Feb 2026 |
| Andrew DakosPresident and CEO | Buy | 2,000 | $6.13 | $12.26K | 23 Feb 2026 | 25 Feb 2026 |
| Andrew DakosPresident and CEO | Buy | 2,000 | $6.14 | $12.28K | 23 Feb 2026 | 25 Feb 2026 |
| Phillip GoldsteinDirector | Buy | 5,000 | $6.13 | $30.65K | 23 Feb 2026 | 25 Feb 2026 |
| GOLDSTEIN PHILLIP | Buy | 5,000 | $6.13 | $30.65K | 23 Feb 2026 | 25 Feb 2026 |
| Dakos AndrewPresident and CEO | Buy | 2,000 | $6.13 | $12.26K | 23 Feb 2026 | 25 Feb 2026 |
| Dakos AndrewPresident and CEO | Buy | 2,000 | $6.14 | $12.28K | 23 Feb 2026 | 25 Feb 2026 |
| Dakos AndrewPresident and CEO | Buy | 2,817 | $6.16 | $17.35K | 20 Feb 2026 | 23 Feb 2026 |
| Dakos AndrewPresident and CEO | Buy | 183 | $6.14 | $1.12K | 20 Feb 2026 | 23 Feb 2026 |
| Dakos AndrewPresident and CEO | Buy | 4,881 | $6.12 | $29.87K | 19 Feb 2026 | 23 Feb 2026 |
| Dakos AndrewPresident and CEO | Buy | 119 | $6.11 | $727.09 | 19 Feb 2026 | 23 Feb 2026 |
| GOLDSTEIN PHILLIP | Buy | 10,000 | $6.07 | $60.70K | 06 Feb 2026 | 10 Feb 2026 |
| Phillip GoldsteinDirector | Buy | 10,000 | $6.07 | $60.70K | 06 Feb 2026 | 10 Feb 2026 |
| Dakos AndrewPresident and CEO | Buy | 2,000 | $6.02 | $12.04K | 04 Feb 2026 | 05 Feb 2026 |
| Dakos AndrewPresident and CEO | Buy | 2,000 | $6.03 | $12.06K | 04 Feb 2026 | 05 Feb 2026 |
| Dakos AndrewPresident and CEO | Buy | 2,000 | $6.04 | $12.08K | 04 Feb 2026 | 05 Feb 2026 |
| Andrew DakosPresident and CEO | Buy | 2,000 | $6.02 | $12.04K | 04 Feb 2026 | 05 Feb 2026 |
| Andrew DakosPresident and CEO | Buy | 2,000 | $6.03 | $12.06K | 04 Feb 2026 | 05 Feb 2026 |
| Andrew DakosPresident and CEO | Buy | 2,000 | $6.04 | $12.08K | 04 Feb 2026 | 05 Feb 2026 |
| SELL MORITZ A | Buy | 1,000 | $5.96 | $5.96K | 03 Feb 2026 | 04 Feb 2026 |
| Dakos AndrewPresident and CEO | Buy | 3,000 | $5.96 | $17.88K | 03 Feb 2026 | 05 Feb 2026 |
| Dakos AndrewPresident and CEO | Buy | 7,000 | $5.97 | $41.79K | 03 Feb 2026 | 05 Feb 2026 |
| Andrew DakosPresident and CEO | Buy | 7,000 | $5.97 | $41.79K | 03 Feb 2026 | 05 Feb 2026 |
| Andrew DakosPresident and CEO | Buy | 3,000 | $5.96 | $17.88K | 03 Feb 2026 | 05 Feb 2026 |
| Moritz A SellDirector | Buy | 1,000 | $5.96 | $5.96K | 03 Feb 2026 | 04 Feb 2026 |
| SELL MORITZ A | Buy | 1,120 | $5.98 | $6.70K | 02 Feb 2026 | 04 Feb 2026 |
| Moritz A SellDirector | Buy | 1,120 | $5.98 | $6.70K | 02 Feb 2026 | 04 Feb 2026 |
| GOLDSTEIN PHILLIP | Buy | 10,000 | $5.92 | $59.20K | 30 Jan 2026 | 03 Feb 2026 |
| Phillip GoldsteinDirector | Buy | 10,000 | $5.92 | $59.20K | 30 Jan 2026 | 03 Feb 2026 |
| CSS LLC/IL | Sale | 100 | $6.26 | $625.5 | 30 Dec 2025 | 31 Dec 2025 |
| CSS LLC/IL | Sale | 196 | $6.27 | $1.23K | 30 Dec 2025 | 31 Dec 2025 |
| CSS LLC/IL | Sale | 7,000 | $6.25 | $43.75K | 30 Dec 2025 | 31 Dec 2025 |
| CSS LLC/IL | Sale | 4,900 | $6.24 | $30.58K | 30 Dec 2025 | 31 Dec 2025 |
| CSS LLC/IL | Sale | 3,000 | $6.27 | $18.81K | 29 Dec 2025 | 31 Dec 2025 |
| CSS LLC/IL | Sale | 3,000 | $6.26 | $18.78K | 29 Dec 2025 | 31 Dec 2025 |
| CSS LLC/IL | Sale | 1,772 | $6.25 | $11.07K | 29 Dec 2025 | 31 Dec 2025 |
| CSS LLC/IL | Sale | 598 | $6.27 | $3.75K | 26 Dec 2025 | 29 Dec 2025 |
| CSS LLC/IL | Sale | 4,600 | $6.25 | $28.75K | 26 Dec 2025 | 29 Dec 2025 |
| CSS LLC/IL10% Owner | Sale | 2,100 | $6.27 | $13.17K | 26 Dec 2025 | 29 Dec 2025 |
| CSS LLC/IL10% Owner | Sale | 13,402 | $6.26 | $83.90K | 26 Dec 2025 | 29 Dec 2025 |
| CSS LLC/IL10% Owner | Sale | 300 | $6.26 | $1.88K | 26 Dec 2025 | 29 Dec 2025 |
| CSS LLC/IL10% Owner | Sale | 100 | $6.23 | $623 | 24 Dec 2025 | 29 Dec 2025 |
| CSS LLC/IL10% Owner | Sale | 1,000 | $6.22 | $6.22K | 24 Dec 2025 | 29 Dec 2025 |
| CSS LLC/IL | Sale | 1,400 | $6.25 | $8.75K | 23 Dec 2025 | 29 Dec 2025 |
| CSS LLC/IL10% Owner | Sale | 3,000 | $6.26 | $18.78K | 23 Dec 2025 | 29 Dec 2025 |
| CSS LLC/IL10% Owner | Sale | 1,000 | $6.25 | $6.25K | 23 Dec 2025 | 29 Dec 2025 |
| CSS LLC/IL10% Owner | Sale | 167 | $6.25 | $1.04K | 22 Dec 2025 | 29 Dec 2025 |
| CSS LLC/IL10% Owner | Sale | 900 | $6.26 | $5.63K | 22 Dec 2025 | 29 Dec 2025 |
| CSS LLC/IL | Sale | 4,000 | $6.24 | $24.96K | 15 Dec 2025 | 17 Dec 2025 |
| CSS LLC/IL | Sale | 500 | $6.23 | $3.12K | 15 Dec 2025 | 17 Dec 2025 |
| CSS LLC/IL | Sale | 500 | $6.21 | $3.10K | 15 Dec 2025 | 17 Dec 2025 |
| CSS LLC/IL | Sale | 1,000 | $6.20 | $6.20K | 15 Dec 2025 | 17 Dec 2025 |
| CSS LLC/IL | Sale | 1,000 | $6.22 | $6.22K | 15 Dec 2025 | 17 Dec 2025 |
| SELL MORITZ A | Buy | 1,000 | $6.06 | $6.05K | 27 Oct 2025 | 29 Oct 2025 |
| Moritz A SellDirector | Buy | 1,000 | $6.06 | $6.05K | 27 Oct 2025 | 29 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.