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Helvetia Holding AG (HELN.SW)

Swiss - Swiss Delayed price. Currency in CHF
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128.20+0.80 (+0.63%)
At close: 05:30PM CEST

Major holders

Currency in CHF
Breakdown
34.25%% of shares held by all insiders
25.85%% of shares held by institutions
39.32%% of float held by institutions
221Number of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
Private Ocean, LLC54030 Sept 20220.00%69,227

Top mutual fund holders

HolderSharesDate reported% outValue
DFA International Small Cap Value Portfolio613,52531 Jan 20241.16%78,653,903
Vanguard International Stock Index-Total Intl Stock Indx477,90131 Jan 20240.90%61,266,906
Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund282,24431 Dec 20230.53%36,183,679
DFA Continental Small Company Series258,08931 Jan 20240.49%33,087,009
DFA International Core Equity Portfolio215,15531 Jan 20240.41%27,582,870
iShares Core MSCI EAFE ETF205,60931 Mar 20240.39%26,359,073
iShares MSCI Eafe ETF112,93831 Mar 20240.21%14,478,651
iShares MSCI EAFE Min Vol Factor ETF104,20231 Mar 20240.20%13,358,696
Fidelity International Index Fund107,15831 Mar 20240.20%13,737,655
Dimensional ETF Tr-Dimensional International Small Cap Value ETF81,60031 Jan 20240.15%10,461,119