SWK Holdings
SWKH
SWKH was delisted on the 2nd of April, 2026.
46 hedge funds and large institutions have $196M invested in SWK Holdings in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
23% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 13
12% more funds holding
Funds holding: 41 → 46 (+5)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.61% less ownership
Funds ownership: 116.67% → 115.06% (-1.6%)
8% less capital invested
Capital invested by funds: $212M → $196M (-$16M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$744K |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$672K |
| 3 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
+$334K |
| 4 |
KFP
KB Financial Partners
Princeton,
New Jersey
|
+$305K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$305K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.62M |
| 2 |
CC
Cannell Capital
Alta,
Wyoming
|
-$2.09M |
| 3 |
BlackRock
New York
|
-$321K |
| 4 |
Morgan Stanley
New York
|
-$129K |
| 5 |
Goldman Sachs
New York
|
-$84.7K |
SWKH Hedge Fund Activity: Q2 2023 in Review
46 institutional investors reported a position in SWK Holdings (SWKH) for Q2 2023, worth a combined $196M — down 7.6% from $212M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SWKH positions and 3 closed out — a net gain of 5 holders — while 16 added to existing stakes and 13 trimmed.
The largest buyer was M3F Inc, adding an estimated $744K. The largest seller was Vanguard Group, cutting an estimated $3.62M.
- 46 institutional investors held SWK Holdings (SWKH) as of Q2 2023, up from 41 in Q1 2023.
- Funds reported $196M of SWK Holdings stock for Q2 2023, down 7.6% quarter-over-quarter.
- 8 funds opened new SWK Holdings positions in Q2 2023 and 3 closed out, a net change of +5 holders.
- The largest SWK Holdings buyer in Q2 2023 was M3F Inc, an estimated $744K added.
- The largest SWK Holdings seller in Q2 2023 was Vanguard Group, an estimated $3.62M sold.
Based on aggregated 13F filings for Q2 2023.