Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Swk Hldgs Corp (SWKH)

54 + Investors. Track Smart Money conviction in SWKH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — SWKH

Based on 56 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SWKH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
56 hedge funds hold SWKH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

25 buying26 selling
Last quarter: 26 funds reduced or exited vs 25 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 11 → 10 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 36% medium ■ 23% new
23 out of 56 hedge funds have held SWKH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~8 new funds/quarter

5 → 8 → 11 → 10 → 8 new funds/Q
New funds entering each quarter: 8 → 11 → 10 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 54% veterans vs 30% newcomers

■ 54% veterans ■ 16% 1-2yr ■ 30% new
Entry-cohort mix of 56 holders: 30 (54%) are 2+ year veterans, 9 entered 1–2 years ago, and 17 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
18 of 56 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SWKH

In 2026 Q1, 25 hedge funds were net buyers of SWKH (8 opened a new position, 17 added to an existing one), while 26 reduced or exited (16 trimmed, 10 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 56.

Hedge Fund Ownership: SWKH

How many hedge funds hold SWKH — quarterly history vs. share price
Quarterly hedge fund ownership of SWKH vs. share price

Market Analysis: SWKH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SWKH

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 1 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: SWKH
54 + Investors

Track Smart Money conviction in SWKH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 54 58 -6.9%
13F Shares 2M 10M -80.19%
Total Value $20M $181M -89.15%
New Positions 7 10 -3
Increased Positions 17 20 -3
Closed Positions 11 10 +1
Reduced Positions 16 19 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SWKH

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

54 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SWKH. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SWKH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Carlson Capital, L.P. 45.45% 8,493,088 $144.5M
2 Rangeley Capital, LLC 1.04% 63,000 $1.1M
3 Credit Industriel Et Commercial 0.30% 225,000 $3.8M
4 Grace & White Inc /Ny 0.06% 18,721 $318K
5 Prelude Capital Management, LLC 0.01% 10,000 $170K
6 State of Wyoming 0.01% 2,761 $47K
7 Essential Partners LLC 0.00% 194 $3K
8 Tower Research Capital LLC (TRC) 0.00% 1,505 $26K
9 Renaissance Technologies LLC 0.00% 23,100 $393K
10 Marquette Asset Management, LLC 0.00% 188 $3K
11 Raymond James Financial Inc 0.00% 47,442 $807K
12 Police & Firemen's Retirement System of New Jersey 0.00% 1,369 $23K
13 Aqr Capital Management LLC 0.00% 25,490 $434K
14 Ameritas Investment Partners, Inc. 0.00% 267 $5K
15 Russell Investments Group, Ltd. 0.00% 7,205 $122K
16 Vanguard Fiduciary Trust Co 0.00% 19,863 $338K
17 Cwm, LLC 0.00% 1,914 $33K
18 Vanguard Capital Management LLC 0.00% 175,307 $3.0M
19 Rhumbline Advisers 0.00% 4,441 $76K
20 New York State Common Retirement Fund 0.00% 2,131 $36K
21 BlackRock, Inc. 0.00% 153,811 $2.6M
22 Morgan Stanley 0.00% 35,683 $607K
23 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% 1,481 $25K
24 Sterling Capital Management LLC 0.00% 101 $2K
25 IFP Advisors, Inc 0.00% 88 $1K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Swk Hldgs Corp (SWKH)

What does the Smart Money Trend signal show for SWKH?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SWKH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SWKH?

More sellers than buyers — 49% buying: Last quarter: 26 funds reduced or exited vs 25 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SWKH holders?

Smaller funds dominant — 3% AUM from top-100: 18 of 56 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SWKH?

41% of holders stayed for 2+ years: 23 out of 56 hedge funds have held SWKH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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