Question 1

Which hedge funds and institutional investors hold SWK?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for SWK shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for SWK whale holdings?

Accepted Answer

Conviction level reflects how significant SWK is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to SWK, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for SWK?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about SWK?

Accepted Answer

QoQ changes for SWK show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Capital Research	13.0M	$922.0M	0.1%	$644.6B
State Street	8.3M	$592.3M	0.0%	$2896.4B
Invesco	3.2M	$229.5M	0.0%	$653.3B
Hotchkis & Wiley	3.2M	$228.9M	0.7%	$32.4B
Adage Capital	2.3M	$163.5M	0.3%	$64.8B
Arrowstreet	667.7K	$47.4M	0.0%	$184.8B
American Century	514.8K	$36.6M	0.0%	$194.3B
Geode Capital	505.3K	$35.9M	0.0%	$1607.5B
Gotham Asset	466.3K	$33.1M	0.1%	$32.7B
Citadel	265.7K	$18.9M	0.0%	$618.5B
Millennium	256.5K	$18.2M	0.0%	$240.3B
DFA	226.1K	$16.1M	0.0%	$481.4B
Citadel	223.7K	$15.9M	0.0%	$618.5B
Man Group	170.6K	$12.1M	0.0%	$55.1B
Tudor	112.7K	$8.0M	0.0%	$53.9B
Millennium	109.2K	$7.8M	0.0%	$240.3B
WorldQuant	95.5K	$6.8M	0.0%	$25.9B
DE Shaw	91.1K	$6.5M	0.0%	$166.3B
Brevan Howard	69.4K	$4.9M	0.0%	$11.3B
Point72	68.3K	$4.9M	0.0%	$78.1B
Fidelity (FMR)	65.1K	$4.6M	0.0%	$1898.4B
Point72	54.9K	$3.9M	0.0%	$78.1B
Millennium	47.5K	$3.4M	0.0%	$240.3B
ExodusPoint	45.0K	$3.2M	0.0%	$12.4B
DE Shaw	38.7K	$2.7M	0.0%	$166.3B
Tudor	36.7K	$2.6M	0.0%	$53.9B
Citadel	26.7K	$1.9M	0.0%	$618.5B
Wellington	19.2K	$1.4M	0.0%	$535.5B
Tudor	17.1K	$1.2M	0.0%	$53.9B
Cascade (Gates)	15.3K	$1.1M	0.6%	$168.9M
Segall Bryant	15.2K	$1.1M	0.0%	$7.0B
BlackRock	14.6K	$1.0M	—	$5723.5B
Marshall Wace	13.6K	$966K	0.0%	$100.4B
Balyasny	7.6K	$543K	0.0%	$77.1B
DE Shaw	5.4K	$384K	0.0%	$166.3B
Two Sigma	3.0K	$213K	0.0%	$123.9B
Bridgewater	2.9K	$207K	0.0%	$22.4B
Neuberger Berman (Eisman)	578	$41K	—	$131.4B
Northern Trust	145	$10K	—	$756.6B
Franklin Templeton	92	$7K	—	$408.3B
AQR Capital	20	$1K	—	$218.4B
LSV	6.7K	$476	0.0%	$46.4M

SWK

Who Holds SWK

Changes This Quarter