SWK Holdings
SWKH
SWKH was delisted on the 2nd of April, 2026.
48 hedge funds and large institutions have $197M invested in SWK Holdings in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
17% more funds holding
Funds holding: 41 → 48 (+7)
14% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 14
0.09% more ownership
Funds ownership: 117.34% → 117.43% (+0.09%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $202M → $197M (-$5.33M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$1.53M |
| 2 |
BlackRock
New York
|
+$374K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$239K |
| 4 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$225K |
| 5 |
Bank of New York Mellon
New York
|
+$174K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.96M |
| 2 |
CC
Cannell Capital
Alta,
Wyoming
|
-$821K |
| 3 |
Morgan Stanley
New York
|
-$98K |
| 4 |
JP Morgan Chase
New York
|
-$81.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$48.1K |
SWKH Hedge Fund Activity: Q2 2024 in Review
48 institutional investors reported a position in SWK Holdings (SWKH) for Q2 2024, worth a combined $197M — down 2.6% from $202M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SWKH positions and 2 closed out — a net gain of 7 holders — while 16 added to existing stakes and 14 trimmed.
The largest buyer was M3F Inc, adding an estimated $1.53M. The largest seller was Vanguard Group, cutting an estimated $1.96M.
- 48 institutional investors held SWK Holdings (SWKH) as of Q2 2024, up from 41 in Q1 2024.
- Funds reported $197M of SWK Holdings stock for Q2 2024, down 2.6% quarter-over-quarter.
- 9 funds opened new SWK Holdings positions in Q2 2024 and 2 closed out, a net change of +7 holders.
- The largest SWK Holdings buyer in Q2 2024 was M3F Inc, an estimated $1.53M added.
- The largest SWK Holdings seller in Q2 2024 was Vanguard Group, an estimated $1.96M sold.
Based on aggregated 13F filings for Q2 2024.