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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
Morgan Stanley
1
Morgan Stanley
New York
$2.33M +$1.51M +418,672 +134%
KCM
2
Kingdon Capital Management
New York
$1M – – –
BlackRock
3
BlackRock
New York
$605K +$68.9K +19,066 +11%
Vanguard Group
4
Vanguard Group
Pennsylvania
$372K +$381K +105,540 +941%
Bank of America
5
Bank of America
North Carolina
$357K +$116K +32,183 +40%
Millennium Management
6
Millennium Management
New York
$194K +$77.3K +21,398 +54%
Barclays
7
Barclays
United Kingdom
$159K +$36.1K +10,001 +25%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$123K +$18.2K +5,048 +15%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$119K +$39.8K +11,002 +42%
Osaic Holdings
10
Osaic Holdings
Arizona
$112K -$10.9K -3,029 -8%
Goldman Sachs
11
Goldman Sachs
New York
$109K +$387 +107 +0.3%
Corient Private Wealth
12
Corient Private Wealth
Florida
$107K -$3.12K -863 -3%
EGM
13
Engineers Gate Manager
New York
$99.1K +$55.5K +15,364 +98%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$84.3K +$95.6K +26,442 New
Squarepoint
15
Squarepoint
New York
$83.6K +$57.6K +15,946 +155%
State Street
16
State Street
Massachusetts
$69.2K +$13.4K +3,700 +21%
EWA
17
EP Wealth Advisors
California
$67K – – –
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$62.8K -$47 -13 -0.1%
Mariner
19
Mariner
Kansas
$58.5K +$66.3K +18,346 New
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$48.4K +$54.7K +15,147 New
HighTower Advisors
21
HighTower Advisors
Illinois
$46K +$9.4K +2,600 +22%
DTL
22
Dynamic Technology Lab
Singapore
$46K +$52.7K +14,568 New
Northern Trust
23
Northern Trust
Illinois
$44.9K -$3.36K -930 -6%
SG Americas Securities
24
SG Americas Securities
New York
$41K +$46.4K +12,828 New
PA
25
PFG Advisors
Arizona
$39.6K – – –
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.