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NB

NioCorp Developments
NB

55 hedge funds and large institutions have $6.63M invested in NioCorp Developments in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,833% more call options, than puts

Call options by funds: $328K | Put options by funds: $3K

178% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 9

33% more capital invested

Capital invested by funds: $5M → $6.63M (+$1.64M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 54 → 55 (+1)

1.8% more ownership

Funds ownership: 4.49% → 6.28% (+1.8%)

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
9
Closed
8
Calls
$328K
Puts
$3K
Net Calls
+$325K
Net Calls Change
-$35K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.51M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$381K
3
Bank of America
Bank of America
North Carolina
+$116K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$95.6K
5
Millennium Management
Millennium Management
New York
+$77.3K

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$78.2K
2
MAWA
Moss Adams Wealth Advisors
Washington
-$53.2K
3
TRCT
Tower Research Capital (TRC)
New York
-$42.5K
4
BTI
Blue Trust Inc
Georgia
-$28K
5
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$14K
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
26
Greenspring Advisors
Maryland
$38K – – –
ACG
27
Allen Capital Group
Nebraska
$34.9K +$2.63K +729 +7%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$33K +$17.1K +4,743 +82%
Citadel Advisors
29
Citadel Advisors
Florida
$25.4K +$28.7K +7,950 New
TRCT
30
Tower Research Capital (TRC)
New York
$21.3K -$42.5K -11,758 -64%
Simplex Trading
31
Simplex Trading
Illinois
$21K +$20.9K +5,776 +548%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$16K +$15.8K +4,384 +830%
UBS Group
33
UBS Group
Switzerland
$7.63K +$5.07K +1,402 +142%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$7.33K +$1.18K +326 +17%
GI
35
Gradient Investments
Minnesota
$6.38K – – –
TWC
36
TD Waterhouse Canada
Ontario, Canada
$6.37K +$3.61K +1,000 +167%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$6.3K -$4.36K -1,206 -38%
HFM
38
Hartford Financial Management
Connecticut
$4.63K – – –
AIG
39
American International Group
New York
$3.35K +$275 +76 +8%
FMII
40
Farmers & Merchants Investments Inc
Nebraska
$3.32K +$228 +63 +6%
JP Morgan Chase
41
JP Morgan Chase
New York
$3.09K +$9.03K +2,499 +198%
PAI
42
Pittenger & Anderson Inc
Nebraska
$2.76K – – –
AAP
43
Arax Advisory Partners
Colorado
$1.8K – – –
Wells Fargo
44
Wells Fargo
California
$1.76K +$636 +176 +47%
IA
45
IFP Advisors
Florida
$1.59K +$1.81K +500 New
Citigroup
46
Citigroup
New York
$1.57K +$741 +205 +72%
MPWT
47
MassMutual Private Wealth & Trust
Connecticut
$1.4K +$1.58K +438 New
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$1.11K -$300 -83 -19%
AB
49
Amalgamated Bank
New York
$1K -$69 -19 -6%
PK
50
Pflug Koory
Nebraska
$798 – – –
1
2
3

NB Hedge Fund Activity: Q4 2023 in Review

55 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NioCorp Developments (NB) for Q4 2023, worth a combined $6.63M — up 33% from $5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NB positions and 8 closed out — a net gain of 1 holder — while 25 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.51M. The largest seller was Creative Planning, exiting entirely with an estimated $78.2K sold.

  • 55 institutional investors held NioCorp Developments (NB) as of Q4 2023, up from 54 in Q3 2023.
  • Funds reported $6.63M of NioCorp Developments stock for Q4 2023, up 33% quarter-over-quarter.
  • 9 funds opened new NioCorp Developments positions in Q4 2023 and 8 closed out, a net change of +1 holder.
  • The largest NioCorp Developments buyer in Q4 2023 was Morgan Stanley, an estimated $1.51M added.
  • The largest NioCorp Developments seller in Q4 2023 was Creative Planning, an estimated $78.2K sold.

Based on aggregated 13F filings for Q4 2023.