SWKH icon

SWK Holdings
SWKH

Overview Fund Activity

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.

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
16
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MI
1
M3F Inc
Utah
$12M
2
GWI
2
Grace & White Inc
New York
$265K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$161K
4
BCM
4
Bridgeway Capital Management
Texas
$1.59M
5
EF
5
Empowered Funds
Pennsylvania
$667K

Top Sellers

1
CAM
1
Crown Advisors Management
California
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.55M
3
CC
3
Cannell Capital
Wyoming
$13M
4
Morgan Stanley
4
Morgan Stanley
New York
$293K
5
JC
5
JBF Capital
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$80.9K 6,480 +246 +4%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$38.4K 3,081 -937 -23%
SOW
28
State of Wyoming
Wyoming
$35.5K 2,846 +2,443 +606%
UBS Group
29
UBS Group
Switzerland
$35.1K 2,809 – –
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$34K 2,692 – –
AIG
31
American International Group
New York
$29.6K 2,371 +84 +4%
Wells Fargo
32
Wells Fargo
California
$18.8K 1,507 -303 -17%
Barclays
33
Barclays
United Kingdom
$15K 1,235 +263 +27%
Osaic Holdings
34
Osaic Holdings
Arizona
$13.9K 1,111 -151 -12%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$13.1K 1,049 -532 -34%
TRCT
36
Tower Research Capital (TRC)
New York
$12K 962 -690 -42%
Citigroup
37
Citigroup
New York
$7.14K 572 -1,113 -66%
AB
38
Amalgamated Bank
New York
$6K 462 – –
Legal & General Group
39
Legal & General Group
United Kingdom
$4.96K 398 – –
AIP
40
Ameritas Investment Partners
Nebraska
$4.21K 337 – –
CT
41
Colonial Trust
South Carolina
$3.23K 264 – –
LOIP
42
Live Oak Investment Partners
Texas
– – – –
Russell Investments Group
43
Russell Investments Group
United Kingdom
$1.78K 143 +143 New
TWC
44
TD Waterhouse Canada
Ontario, Canada
$1.59K 126 +126 New
Fidelity Investments
45
Fidelity Investments
Massachusetts
$47 4 -300 -99%
CAM
46
Crown Advisors Management
California
– – -90,864 Closed
JC
47
JBF Capital
Colorado
– – -10,544 Closed
HNB
48
Huntington National Bank
Ohio
– – -452 Closed
Allspring Global Investments
49
Allspring Global Investments
North Carolina
– – -239 Closed
C
50
Covestor
United Kingdom
$0 24 -5 -17%
1
2
3