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SWK Holdings

45 hedge funds and large institutions have $205M 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.

Holders
45
Holders Change
Holders Change %
0%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
21
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CC
1
Carlson Capital
Texas
$159M
CC
2
Cannell Capital
Wyoming
$14.4M
MI
3
M3F Inc
Utah
$13.5M +$101K +7,272 +0.8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.97M +$21.1K +1,521 +0.5%
BlackRock
5
BlackRock
New York
$2.14M +$150K +10,818 +8%
BCM
6
Bridgeway Capital Management
Texas
$1.84M +$72.2K +5,195 +4%
Morgan Stanley
7
Morgan Stanley
New York
$1.51M +$1.18M +85,298 +364%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.37M -$3.13K -225 -0.2%
State Street
9
State Street
Massachusetts
$886K +$23.7K +1,704 +3%
EF
10
Empowered Funds
Pennsylvania
$814K +$72.2K +5,196 +10%
GCA
11
Greenwood Capital Associates
South Carolina
$778K -$20.7K -1,490 -3%
Northern Trust
12
Northern Trust
Illinois
$607K +$58.1K +4,181 +11%
DAS
13
Dynamic Advisor Solutions
Arizona
$390K -$23.3K -1,682 -6%
PCM
14
Perritt Capital Management
Illinois
$351K
OIA
15
OneDigital Investment Advisors
Kansas
$300K -$10.8K -776 -3%
GWI
16
Grace & White Inc
New York
$295K
Renaissance Technologies
17
Renaissance Technologies
New York
$287K +$26.3K +1,893 +10%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$284K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$241K +$15.9K +1,142 +7%
Goldman Sachs
20
Goldman Sachs
New York
$237K +$1.33K +96 +0.6%
Charles Schwab
21
Charles Schwab
California
$179K
Bank of New York Mellon
22
Bank of New York Mellon
New York
$177K -$2.46K -177 -1%
Bank of America
23
Bank of America
North Carolina
$127K -$24.8K -1,785 -16%
Barclays
24
Barclays
United Kingdom
$92K +$74.8K +5,369 +435%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$91K +$1K +72 +1%