Signals

SWK

807 in-universe funds with a nonzero position in SWK within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#365
Score / z0.491 / 0.69
Consensus212.19 over 397 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-10% / 3.4d

Forensics

Clean as of 2026Q2
Accrual ratio-0.020
F-score
M-score
Net issuance-8333.3%

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total1 / 3
FiledFormItems
2026-09-04 8-K 7.01, 9.01
2026-07-29 8-K 2.02, 9.01
2026-06-24 8-K 1.01, 1.02, 2.03, 9.01
2026-04-29 8-K 2.02, 9.01
2026-04-27 8-K 5.02, 5.07, 9.01
2026-04-20 8-K 7.01, 9.01
2026-04-06 8-K 7.01, 9.01
2026-02-04 8-K 2.02, 9.01
2026-01-26 8-K 5.02, 9.01
2025-12-22 8-K 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2023-03-03 424B5 STANLEY BLACK & DECKER, INC.
2023-03-01 424B5 STANLEY BLACK & DECKER, INC.
2022-02-24 424B5 STANLEY BLACK & DECKER, INC.
2022-02-22 424B5 STANLEY BLACK & DECKER, INC.
2020-10-29 424B5 STANLEY BLACK & DECKER, INC.
2020-05-07 424B5 STANLEY BLACK & DECKER, INC.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,348.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 955.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 762.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 660.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 362.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 299.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 299.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 291.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 247.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 239.8 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
Clean Energy Transition LLP CIK 0001911523 0.831 14 218.1 18.2% 3 -0.1 pp +6.4 pp +18.2 pp +18.2 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 192.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 176.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 173.5 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 139.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 134.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 122.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 116.1 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 112.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 98.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 98.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 98.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 95.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COOKE & BIELER LP CIK 0000024386 0.694 100 92.2 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 88.5 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 56.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NFJ INVESTMENT GROUP, LLC CIK 0001862664 0.181 208 54.2 2.0% 3 +0.0 pp +0.4 pp +2.0 pp +2.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 54.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 52.9 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
Paralel Advisors LLC CIK 0001895911 0.889 126 50.5 2.0% 3 -0.0 pp +0.1 pp +2.0 pp +2.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 45.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 40.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 39.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WILSEY ASSET MANAGEMENT INC CIK 0001598379 0.675 28 38.9 6.0% 3 -0.9 pp -0.3 pp +6.0 pp +6.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 37.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 37.8 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 36.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 35.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 35.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 33.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunriver Management LLC CIK 0001663900 0.082 21 32.2 3.4% 3 -1.2 pp +2.3 pp +3.4 pp +3.4 pp
FMR LLC CIK 0000315066 0.989 5571 32.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARIEL INVESTMENTS, LLC CIK 0000936753 0.768 106 31.3 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 28.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 28.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 27.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 26.9 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 26.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 26.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 25.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 25.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 24.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 24.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 22.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 22.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 22.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 22.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 20.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 20.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 20.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 19.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 19.5 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 19.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 18.8 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 18.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 17.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 16.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 16.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 15.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 15.5 1.4% 3 -0.0 pp +0.2 pp +1.4 pp +1.4 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 15.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DE BURLO GROUP INC CIK 0001134288 0.340 90 15.4 1.9% 3 -0.5 pp +1.0 pp +1.9 pp +1.9 pp
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 14.3 1.2% 3 -0.0 pp +0.0 pp +1.2 pp +1.2 pp
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 14.3 1.1% 3 -0.1 pp +0.0 pp +1.1 pp +1.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 14.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW SOUTH CAPITAL MANAGEMENT INC CIK 0001044797 0.745 48 13.9 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 13.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 13.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 12.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 12.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meiji Yasuda Asset Management Co Ltd. CIK 0001491685 0.417 596 11.7 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
Kiltearn Partners LLP CIK 0001582633 0.598 29 11.5 2.5% 3 -0.3 pp -0.2 pp +2.5 pp +2.5 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 11.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 11.1 1.7% 3 -0.0 pp +0.1 pp +1.7 pp +1.7 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 10.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 10.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 10.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 10.1 0.5% 3 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 9.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 9.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 9.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BCWM, LLC CIK 0001542165 0.322 57 8.8 2.6% 3 +0.2 pp -0.4 pp +2.6 pp +2.6 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 8.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 8.5 0.1% 2 -0.7 pp +0.1 pp +0.1 pp +0.1 pp
Americana Partners, LLC CIK 0001797678 0.514 596 8.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Hardman Johnston Global Advisors LLC CIK 0001006364 0.797 77 8.1 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
Great Hill Capital LLC CIK 0002096165 0.494 29 8.0 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 8.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.700 250 7.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 7.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Rempart Asset Management Inc. CIK 0001844571 0.589 36 7.6 1.4% 3 -0.7 pp -0.6 pp +1.4 pp +1.4 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 7.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 6.7 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +1.5 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 6.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 6.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 6.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 6.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MUFG Securities EMEA plc CIK 0001597694 0.264 575 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Man Group plc CIK 0001637460 0.631 2032 6.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 6.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 5.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Olstein Capital Management, L.P. CIK 0000947996 0.000 0 5.7 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
Old North State Wealth Management, LLC CIK 0002041262 0.250 112 5.5 2.6% 3 +0.4 pp +0.5 pp +2.6 pp +2.6 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 5.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 5.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Monte Financial Group, LLC CIK 0001755651 0.166 102 5.3 2.0% 3 -0.0 pp +0.1 pp +2.0 pp +2.0 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 5.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 5.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 5.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 4.9 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Sompo Asset Management Co., Ltd. CIK 0001533504 0.542 177 4.9 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 4.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 4.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 4.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 4.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
COMMERCE BANK CIK 0001009076 0.853 1332 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MEYER HANDELMAN CO CIK 0000045319 0.624 274 4.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PEAK6 LLC CIK 0001389958 0.149 850 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 4.4 2.7% 2 +0.4 pp +2.7 pp +2.7 pp +2.7 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 3.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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TOBAM CIK 0001527488 0.112 258 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fisher Funds Management LTD CIK 0001435028 0.536 174 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just SWK). Qtrs Held counts distinct quarters this fund has actually held SWK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SWK position size. Δ columns are the percentage-point change in SWK's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status