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SWK Holdings
SWKH

Overview Fund Activity

41 hedge funds and large institutions have $202M invested in SWK Holdings in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
41
Holders Change
-4
Holders Change %
-8.89%
% of All Funds
0.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
1
Increased
13
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.92M
2
SIA
2
SkyView Investment Advisors
New Jersey
$504K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$1.48M
4
BCM
4
Bridgeway Capital Management
Texas
$1.89M
5
EF
5
Empowered Funds
Pennsylvania
$873K

Top Sellers

1
CC
1
Cannell Capital
Wyoming
$11.9M
2
MI
2
M3F Inc
Utah
$12.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$689K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$0
5
SOW
5
State of Wyoming
Wyoming
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CC
1
Carlson Capital
Texas
$158M 9,093,766 – –
MI
2
M3F Inc
Utah
$12.4M 713,319 -57,451 -7%
CC
3
Cannell Capital
Wyoming
$11.9M 681,842 -141,810 -17%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.92M 397,273 +170,957 +76%
BlackRock
5
BlackRock
New York
$2.05M 117,475 -4,475 -4%
BCM
6
Bridgeway Capital Management
Texas
$1.89M 108,542 +3,675 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.48M 85,009 +6,714 +9%
State Street
8
State Street
Massachusetts
$883K 50,685 +150 +0.3%
EF
9
Empowered Funds
Pennsylvania
$873K 50,137 +3,675 +8%
GCA
10
Greenwood Capital Associates
South Carolina
$765K 43,887 -481 -1%
Morgan Stanley
11
Morgan Stanley
New York
$689K 39,573 -46,605 -54%
Northern Trust
12
Northern Trust
Illinois
$597K 34,279 -340 -1%
SIA
13
SkyView Investment Advisors
New Jersey
$504K 28,931 +28,931 New
DAS
14
Dynamic Advisor Solutions
Arizona
$389K 22,338 +70 +0.3%
PCM
15
Perritt Capital Management
Illinois
$348K 20,000 – –
OIA
16
OneDigital Investment Advisors
Kansas
$306K 17,557 +425 +2%
GWI
17
Grace & White Inc
New York
$294K 16,850 – –
Renaissance Technologies
18
Renaissance Technologies
New York
$287K 16,500 +100 +0.6%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$283K 16,217 – –
Goldman Sachs
20
Goldman Sachs
New York
$234K 13,429 -76 -0.6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$214K 12,283 -1,454 -11%
Charles Schwab
22
Charles Schwab
California
$177K 10,187 – –
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$116K 6,637 +2,900 +78%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$92.8K 5,325 +133 +3%
UBS Group
25
UBS Group
Switzerland
$66.7K 3,829 -224 -6%
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