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SWK Holdings
SWKH

Overview Fund Activity

52 hedge funds and large institutions have $196M invested in SWK Holdings in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
0.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
19
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$589K
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$746K
3
CAM
3
Columbia Asset Management
Michigan
$225K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$481K
5
BlackRock
5
BlackRock
New York
$2.49M

Top Sellers

1
CC
1
Cannell Capital
Wyoming
$6.6M
2
MI
2
M3F Inc
Utah
$13.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.63M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
GLA
5
Great Lakes Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CC
1
Carlson Capital
Texas
$157M 9,093,766 – –
MI
2
M3F Inc
Utah
$13.5M 780,872 -21,360 -3%
CC
3
Cannell Capital
Wyoming
$6.6M 381,838 -252,220 -40%
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.63M 267,961 -15,381 -5%
BlackRock
5
BlackRock
New York
$2.49M 143,916 +4,652 +3%
BCM
6
Bridgeway Capital Management
Texas
$1.88M 108,985 -1,300 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.3M 75,306 -7,465 -9%
EF
8
Empowered Funds
Pennsylvania
$897K 51,880 – –
State Street
9
State Street
Massachusetts
$863K 49,907 – –
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$746K 43,152 +13,043 +43%
GCA
11
Greenwood Capital Associates
South Carolina
$706K 40,854 -793 -2%
Morgan Stanley
12
Morgan Stanley
New York
$655K 37,885 +4,017 +12%
Victory Capital Management
13
Victory Capital Management
Texas
$589K 34,044 +34,044 New
SIA
14
SkyView Investment Advisors
New Jersey
$550K 31,815 +650 +2%
Northern Trust
15
Northern Trust
Illinois
$532K 30,762 -3,344 -10%
Renaissance Technologies
16
Renaissance Technologies
New York
$481K 27,847 +11,047 +66%
DAS
17
Dynamic Advisor Solutions
Arizona
$356K 20,587 -1,194 -5%
OIA
18
OneDigital Investment Advisors
Kansas
$348K 20,150 +284 +1%
PCM
19
Perritt Capital Management
Illinois
$346K 20,000 – –
GWI
20
Grace & White Inc
New York
$291K 16,850 – –
CAM
21
Columbia Asset Management
Michigan
$225K 2,045 +2,045 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$222K 12,835 +325 +3%
Charles Schwab
23
Charles Schwab
California
$176K 10,187 – –
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$106K 6,108 +4,225 +224%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$101K 5,858 +350 +6%
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