SWK Holdings
SWKH
SWKH was delisted on the 2nd of April, 2026.
45 hedge funds and large institutions have $204M invested in SWK Holdings in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 2 closing their positions.
110% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 10
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
11% more capital invested
Capital invested by funds: $183M → $204M (+$21M)
0.57% more ownership
Funds ownership: 116.93% → 117.49% (+0.57%)
0% more funds holding
Funds holding: 45 → 45 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$403K |
| 2 |
BlackRock
New York
|
+$141K |
| 3 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$94.9K |
| 4 |
Barclays
London,
United Kingdom
|
+$70K |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$67.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$415K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$23.3K |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$21.9K |
| 4 |
GCA
Greenwood Capital Associates
Greenwood,
South Carolina
|
-$19.4K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$10.1K |
SWKH Hedge Fund Activity: Q4 2023 in Review
45 of the 6,868 institutional investors tracked by Wall St. Rank reported a position in SWK Holdings (SWKH) for Q4 2023, worth a combined $204M — up 11% from $183M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SWKH positions and 2 closed out — a net gain of 1 holder — while 21 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $403K. The largest seller was SkyView Investment Advisors, exiting entirely with an estimated $415K sold.
- 45 institutional investors held SWK Holdings (SWKH) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $204M of SWK Holdings stock for Q4 2023, up 11% quarter-over-quarter.
- 3 funds opened new SWK Holdings positions in Q4 2023 and 2 closed out, a net change of +1 holder.
- The largest SWK Holdings buyer in Q4 2023 was Morgan Stanley, an estimated $403K added.
- The largest SWK Holdings seller in Q4 2023 was SkyView Investment Advisors, an estimated $415K sold.
Based on aggregated 13F filings for Q4 2023.