SWK Holdings
SWKH
SWKH was delisted on the 2nd of April, 2026.
45 hedge funds and large institutions have $183M invested in SWK Holdings in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 4 closing their positions.
1.87% more ownership
Funds ownership: 115.06% → 116.93% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
6% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 17
2% less funds holding
Funds holding: 46 → 45 (-1)
6% less capital invested
Capital invested by funds: $196M → $183M (-$12.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$1.5M |
| 2 |
GWI
Grace & White Inc
Ny,
New York
|
+$269K |
| 3 |
Bank of New York Mellon
New York
|
+$164K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$55.6K |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$55.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Crown Advisors Management
Larkspur,
California
|
-$1.21M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$936K |
| 3 |
CC
Cannell Capital
Alta,
Wyoming
|
-$221K |
| 4 |
Morgan Stanley
New York
|
-$190K |
| 5 |
JC
JBF Capital
Aspen,
Colorado
|
-$140K |
SWKH Hedge Fund Activity: Q3 2023 in Review
45 institutional investors reported a position in SWK Holdings (SWKH) for Q3 2023, worth a combined $183M — down 6.5% from $196M a quarter earlier.
Fund positioning in SWKH was balanced in Q3 2023: 4 funds opened new positions, 4 closed out, 16 added to existing stakes and 17 trimmed.
The largest buyer was M3F Inc, adding an estimated $1.5M. The largest seller was Crown Advisors Management, exiting entirely with an estimated $1.21M sold.
- 45 institutional investors held SWK Holdings (SWKH) as of Q3 2023, down from 46 in Q2 2023.
- Funds reported $183M of SWK Holdings stock for Q3 2023, down 6.5% quarter-over-quarter.
- 4 funds opened new SWK Holdings positions in Q3 2023 and 4 closed out, a net change of 0 holders.
- The largest SWK Holdings buyer in Q3 2023 was M3F Inc, an estimated $1.5M added.
- The largest SWK Holdings seller in Q3 2023 was Crown Advisors Management, an estimated $1.21M sold.
Based on aggregated 13F filings for Q3 2023.