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National Bank Holdings
NBHC

Overview Fund Activity

145 hedge funds and large institutions have $1.13B invested in National Bank Holdings in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 32 closing their positions.

Holders
145
Holders Change
-21
Holders Change %
-12.65%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
52
Reduced
57
Closed
32
Calls
$9.7M
Puts
$6.18M
Net Calls
+$3.52M
Net Calls Change
+$5.81M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$28.2M
2
UBS AM
2
UBS AM
Illinois
$8.5M
3
State Street
3
State Street
Massachusetts
$55.3M
4
LI
4
Leeward Investments
Massachusetts
$6.3M
5
Millennium Management
5
Millennium Management
New York
$10M

Top Sellers

1
GIP
1
Granite Investment Partners
California
$0
2
ClearBridge Investments
2
ClearBridge Investments
New York
$0
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.48M
4
Northern Trust
4
Northern Trust
Illinois
$11M
5
Deutsche Bank
5
Deutsche Bank
Germany
$989K
Name Market Value Shares Shares
Change 		Shares
Change %
Los Angeles Capital Management
151
Los Angeles Capital Management
California
– – -21,081 Closed
JCIA
152
Jackson Creek Investment Advisors
Colorado
– – -21,074 Closed
HIM
153
Hillsdale Investment Management
Ontario, Canada
– – -15,900 Closed
HF
154
HRT Financial
New York
– – -14,994 Closed
HI
155
Human Investing
Oregon
– – -14,803 Closed
Allianz Asset Management
156
Allianz Asset Management
Germany
– – -14,800 Closed
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
– – -14,622 Closed
NYLIM
158
New York Life Investment Management
New York
– – -14,085 Closed
ACM
159
Aquatic Capital Management
Illinois
– – -10,400 Closed
MAM
160
Martingale Asset Management
Massachusetts
– – -10,310 Closed
JF
161
Jump Financial
Illinois
– – -8,892 Closed
LPL Financial
162
LPL Financial
California
– – -8,892 Closed
Man Group
163
Man Group
United Kingdom
– – -6,468 Closed
Truist Financial
164
Truist Financial
North Carolina
– – -5,771 Closed
M&T Bank
165
M&T Bank
New York
– – -5,264 Closed
VI
166
Versor Investments
New York
– – -4,902 Closed
ProShare Advisors
167
ProShare Advisors
Maryland
– – -4,860 Closed
Walleye Capital
168
Walleye Capital
New York
– – -4,857 Closed
SWA
169
Sutton Wealth Advisors
Florida
– – -1,076 Closed
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
– – -412 Closed
BBHC
171
Brown Brothers Harriman & Co
New York
– – -250 Closed
PTC
172
Private Trust Company
Ohio
– – -178 Closed
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
– – -130 Closed
GRP
174
Global Retirement Partners
California
– – -46 Closed
S
175
SignatureFD
Georgia
– – -25 Closed
4 5 6
7
8