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SWK Holdings
SWKH

Overview Fund Activity

52 hedge funds and large institutions have $170M invested in SWK Holdings in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
52
Holders Change
–
Holders Change %
0%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
22
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RC
1
Rangeley Capital
Connecticut
$692K
2
MI
2
M3F Inc
Utah
$12.7M
3
Millennium Management
3
Millennium Management
New York
$235K
4
Morgan Stanley
4
Morgan Stanley
New York
$757K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$196K

Top Sellers

1
CC
1
Carlson Capital
Texas
$135M
2
SIA
2
SkyView Investment Advisors
New Jersey
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.72M
4
CC
4
Cannell Capital
Wyoming
$5.62M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CC
1
Carlson Capital
Texas
$135M 8,493,088 -600,678 -7%
MI
2
M3F Inc
Utah
$12.7M 800,151 +19,279 +2%
CC
3
Cannell Capital
Wyoming
$5.62M 354,326 -27,512 -7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.72M 234,290 -33,671 -13%
BlackRock
5
BlackRock
New York
$2.13M 134,556 -9,360 -7%
BCM
6
Bridgeway Capital Management
Texas
$1.71M 107,985 -1,000 -0.9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.2M 75,430 +124 +0.2%
EF
8
Empowered Funds
Pennsylvania
$823K 51,880 – –
State Street
9
State Street
Massachusetts
$777K 49,007 -900 -2%
Morgan Stanley
10
Morgan Stanley
New York
$757K 47,704 +9,819 +26%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$737K 46,469 +3,317 +8%
RC
12
Rangeley Capital
Connecticut
$692K 43,662 +43,662 New
GCA
13
Greenwood Capital Associates
South Carolina
$623K 39,311 -1,543 -4%
Northern Trust
14
Northern Trust
Illinois
$563K 35,470 +4,708 +15%
Victory Capital Management
15
Victory Capital Management
Texas
$540K 34,044 – –
Renaissance Technologies
16
Renaissance Technologies
New York
$458K 28,883 +1,036 +4%
PCM
17
Perritt Capital Management
Illinois
$321K 20,225 +225 +1%
GWI
18
Grace & White Inc
New York
$297K 18,721 +1,871 +11%
Millennium Management
19
Millennium Management
New York
$235K 14,839 +14,839 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$203K 12,851 +16 +0.1%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$196K 12,350 +6,242 +102%
Charles Schwab
22
Charles Schwab
California
$162K 10,187 – –
SOW
23
State of Wyoming
Wyoming
$117K 7,374 +2,200 +43%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$79.7K 5,024 -834 -14%
Barclays
25
Barclays
United Kingdom
$78K 4,953 +492 +11%
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