NioCorp Developments
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.
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%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$1.51M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$381K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$116K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$95.6K |
| 5 |
Millennium Management
New York
|
+$77.3K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
51
Global Retirement Partners
San Rafael,
California
| $560 | +$647 | +179 | New |
|
|
AIP
52
Ameritas Investment Partners
Lincoln,
Nebraska
| $514 | – | – | – |
|
53
Russell Investments Group
London,
United Kingdom
| $150 | -$3.42K | -947 | -95% |
|
|
SPIA
54
Steward Partners Investment Advisory
New York
| $67 | – | – | – |
|
|
GIA
55
GHP Investment Advisors
Denver,
Colorado
| $48 | – | – | – |
|
56
Creative Planning
Overland Park,
Kansas
| – | -$78.2K | -21,549 | Closed |
|
|
MAWA
57
Moss Adams Wealth Advisors
Seattle,
Washington
| – | -$53.2K | -14,664 | Closed |
|
|
BTI
58
Blue Trust Inc
Alpharetta,
Georgia
| – | -$28K | -5,650 | Closed |
|
59
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$14K | -3,869 | Closed |
|
|
WAM
60
Wolverine Asset Management
Chicago,
Illinois
| – | -$2.63K | -725 | Closed |
|
61
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$1.25K | -343 | Closed |
|
|
AF
62
Allworth Financial
Folsom,
California
| – | -$215 | -59 | Closed |
|
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.