NBHC icon

National Bank Holdings
NBHC

Overview Fund Activity

167 hedge funds and large institutions have $1.6B invested in National Bank Holdings in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 54 reducing their positions, and 10 closing their positions.

Holders
167
Holders Change
+15
Holders Change %
+9.87%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
60
Reduced
54
Closed
10
Calls
$30K
Puts
$17K
Net Calls
+$13K
Net Calls Change
-$38.5M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$17.4M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$8.66M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$14.3M
4
UBS Group
4
UBS Group
Switzerland
$5.62M
5
State Street
5
State Street
Massachusetts
$81M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$127M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$99.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$13.4M
4
MCM
4
Maltese Capital Management
New York
$8.49M
5
ACB
5
Aristotle Capital Boston
Massachusetts
$43M
Name Market Value Shares Shares
Change 		Shares
Change %
EBA
151
Eagle Bay Advisors
New York
$5.86K 136 +4 +3%
Mitsubishi UFJ Asset Management
152
Mitsubishi UFJ Asset Management
Japan
$4.84K 113 – –
UB
153
UMB Bank
Missouri
$4.13K 96 – –
GWM
154
Geneos Wealth Management
Colorado
$2.11K 49 +49 New
C
155
Covestor
United Kingdom
$2K 44 +20 +83%
QCG
156
Quadrant Capital Group
Ohio
$1.98K 46 – –
GM
157
GeoWealth Management
Illinois
$1.64K 38 +38 New
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$1.46K 34 – –
FMII
159
Farmers & Merchants Investments Inc
Nebraska
$1.29K 30 – –
EWA
160
EverSource Wealth Advisors
Alabama
$1.29K 30 +30 New
MCM
161
MAI Capital Management
Ohio
$1.08K 25 +25 New
RIL
162
Rothschild Investment LLC
Illinois
$861 20 -15 -43%
WA
163
WPG Advisers
Maryland
$732 17 +17 New
SPIA
164
Steward Partners Investment Advisory
New York
$474 11 +11 New
LFG
165
Larson Financial Group
Missouri
$258 6 – –
IA
166
IFP Advisors
Florida
$172 4 +4 New
HNB
167
Huntington National Bank
Ohio
$43 1 – –
BC
168
BIT Capital
Germany
– – -23,311 Closed
SFM
169
Systematic Financial Management
New Jersey
– – -17,961 Closed
SG Americas Securities
170
SG Americas Securities
New York
– – -11,656 Closed
FFA
171
Fragasso Financial Advisors
Pennsylvania
– – -10,133 Closed
EC
172
EJF Capital
Virginia
– – -8,031 Closed
I
173
InceptionR
California
– – -6,659 Closed
EC
174
EntryPoint Capital
New York
– – -4,938 Closed
CPA
175
Capital Performance Advisors
California
– – -109 Closed
4 5 6
7
8